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Tuesday, 18 July 17
CHINA'S ECONOMY HAS BOOSTED OPTIMISM IN THE MARKET - GEORGE LAZARIDIS
 COALspot.com: China’s economy has boosted optimism in the market as its recently announced GDP growth for the second quarter of the year exceeded expectations.
Its economy expanded by 6.9% from a year earlier, beating expectations for a growth rate of 6.8% and matching the growth rate recorded in the first quarter of the year, said Allied shipping in its latest weekly report. This figure has been further supported by the rise in industrial output by 7.6% in June against a year earlier and a rise in retail sales and fixed-asset investments of 11% and 8.6% respectively.
According to George Lazaridis Head of Market Research & Asset Valuations of Allied, with all these figures beating expectations and helping support a rate up to now, which is significantly higher than the full year economic growth target of 6.5% set out by China’s government, we have seen a renewed optimism for commodity exporters and miners, while also boosting confidence as to the market prospects for dry bulker shippers, given that the trade for dry bulk commodities is still mainly driven by Chinese demand.
George Lazaridis further noted that, at the same time and despite this boost in optimism there are still voiced concerns in terms of the rising debt, overcapacity in several manufacturing sectors and the emergence of a possible bubble in the property sector. Given that most of the boost witnessed in the first half of the year has been mainly attributed to gains in all these three areas, there is a fear that their importance and role in bringing a potential reversal in fortunes for China’s economy has also grown significantly. As such there are still cautions being voiced as to the prospects of a potential slowdown in the second half of the year. For the time being however these are just voiced concerns, while it seems that given the recent trends China’s growth figure has become more robust and sustainable, especially as its consumer confidence and purchasing power in its home market has grown.
Head of Market Research & Asset Valuations of Allied further said, these boosts have been heavily reflected thus far in the performance of the dry bulk freight market during the same time period, with rates having shown a fair recovery compared to the daily earnings we had been witnessing a year back. Given the that China’s economic performance still plays an immensely significant role on the dry bulk market, with a fair share of the seaborne trade of dry bulk commodities still driven by Chinese demand, all eyes are heavily set on China so as to be able to get a sense of if we are really on a recovery path or not. At the same time the growth in the fleet has been kept under check during the first 6 months of the year, helping further improve the demand-supply balance in the market and support the improvement in freight rates that has been recorded thus far. Given that most have started to feel that this improved performance in China’s economy could help boost commodity exporters while also provide a stronger global consumer base from where other emerging markets can drive their own manufacturing and investment boom.
Given that we have seen another rally take place in freight rates in the midst of the summer lull period, and that most still hold high expectations as to the market performance in the final quarter of the year, it would be to no surprise if we witnessed another rally in the second hand market as buyers start flock back with even higher expectations of future earnings, driving in turn competition and another rally in asset prices. There has already been some slight indication of renewed buying interest, while it may well turn out that August will be a fairly busy month even when compared to previous years, he concluded in his latest weekly report.
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Wednesday, 14 June 17
HANDYSIZES AND PANAMAXES ENJOY THE TIGHTEST SUPPLY - PANOS TSILINGIRIS
The dry and the tanker shipping segments have dissimilar exposure to supply-driven opportunity (or risk). While the vintage (i.e., over 15 years ol ...
Tuesday, 13 June 17
THE TANKER FREIGHT MARKET IS STILL UNDER PRESSURE - GEORGE LAZARIDIS
News of U.S. inventory decline has hit the market by surprise with prices of the commodity showing some quick revival as OPEC continues to push wit ...
Monday, 12 June 17
THE BALTIC DRY INDEX TOOK A POSITIVE STEP
COALspot.com: The Freight market incline this past week compared to the previous week, as BDI, Cape and Panamax indexes show a positive trend week ...
Friday, 09 June 17
U.S WEEKLY COAL OUTPUT WAS FLAT WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15 million short tonnes ...
Wednesday, 07 June 17
INDO HBA INDEX SEE LARGEST DROP SINCE FEBRUARY 2017
COALspot.com: Indonesian coal benchmark price decline 9.96% in June, government data showed.
The benchmark price of Indonesian thermal coal de ...
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Showing 2026 to 2030 news of total 6871 |
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- Semirara Mining Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Independent Power Producers Association of India
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- International Coal Ventures Pvt Ltd - India
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- Coal and Oil Company - UAE
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- Jorong Barutama Greston.PT - Indonesia
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- Siam City Cement PLC, Thailand
- Latin American Coal - Colombia
- Savvy Resources Ltd - HongKong
- PNOC Exploration Corporation - Philippines
- Power Finance Corporation Ltd., India
- Oldendorff Carriers - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Minerals Council of Australia
- TeaM Sual Corporation - Philippines
- Binh Thuan Hamico - Vietnam
- Price Waterhouse Coopers - Russia
- Ministry of Finance - Indonesia
- Timah Investasi Mineral - Indoneisa
- Coastal Gujarat Power Limited - India
- Indonesian Coal Mining Association
- Bharathi Cement Corporation - India
- Agrawal Coal Company - India
- SMC Global Power, Philippines
- Cement Manufacturers Association - India
- London Commodity Brokers - England
- Indian Oil Corporation Limited
- Electricity Authority, New Zealand
- Holcim Trading Pte Ltd - Singapore
- Sindya Power Generating Company Private Ltd
- Carbofer General Trading SA - India
- Ministry of Mines - Canada
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Sidhee Cement - India
- Edison Trading Spa - Italy
- Commonwealth Bank - Australia
- Makarim & Taira - Indonesia
- Sojitz Corporation - Japan
- Anglo American - United Kingdom
- Sical Logistics Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Wood Mackenzie - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Port Waratah Coal Services - Australia
- Barasentosa Lestari - Indonesia
- Energy Development Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- San Jose City I Power Corp, Philippines
- Banpu Public Company Limited - Thailand
- Attock Cement Pakistan Limited
- Lanco Infratech Ltd - India
- GAC Shipping (India) Pvt Ltd
- Maharashtra Electricity Regulatory Commission - India
- Videocon Industries ltd - India
- Ind-Barath Power Infra Limited - India
- Standard Chartered Bank - UAE
- Orica Australia Pty. Ltd.
- Intertek Mineral Services - Indonesia
- Central Java Power - Indonesia
- The Treasury - Australian Government
- Vedanta Resources Plc - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Essar Steel Hazira Ltd - India
- Central Electricity Authority - India
- Chamber of Mines of South Africa
- Economic Council, Georgia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Eastern Coal Council - USA
- Grasim Industreis Ltd - India
- Australian Commodity Traders Exchange
- ASAPP Information Group - India
- White Energy Company Limited
- Madhucon Powers Ltd - India
- European Bulk Services B.V. - Netherlands
- Petrochimia International Co. Ltd.- Taiwan
- Billiton Holdings Pty Ltd - Australia
- Parry Sugars Refinery, India
- Global Business Power Corporation, Philippines
- Indika Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Australian Coal Association
- Interocean Group of Companies - India
- Bukit Asam (Persero) Tbk - Indonesia
- Jindal Steel & Power Ltd - India
- Eastern Energy - Thailand
- Manunggal Multi Energi - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Tamil Nadu electricity Board
- Miang Besar Coal Terminal - Indonesia
- PowerSource Philippines DevCo
- Bayan Resources Tbk. - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Baramulti Group, Indonesia
- Toyota Tsusho Corporation, Japan
- Sinarmas Energy and Mining - Indonesia
- Therma Luzon, Inc, Philippines
- MS Steel International - UAE
- Bhoruka Overseas - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Orica Mining Services - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Kobexindo Tractors - Indoneisa
- Mercuria Energy - Indonesia
- Goldman Sachs - Singapore
- Ambuja Cements Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Ministry of Transport, Egypt
- VISA Power Limited - India
- Petron Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Singapore Mercantile Exchange
- Altura Mining Limited, Indonesia
- Sakthi Sugars Limited - India
- Sarangani Energy Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Bhatia International Limited - India
- Wilmar Investment Holdings
- Antam Resourcindo - Indonesia
- LBH Netherlands Bv - Netherlands
- Meralco Power Generation, Philippines
- Mjunction Services Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Energy Link Ltd, New Zealand
- Bangladesh Power Developement Board
- Romanian Commodities Exchange
- Merrill Lynch Commodities Europe
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- GMR Energy Limited - India
- Global Green Power PLC Corporation, Philippines
- SMG Consultants - Indonesia
- Kumho Petrochemical, South Korea
- Indogreen Group - Indonesia
- Planning Commission, India
- Mintek Dendrill Indonesia
- Simpson Spence & Young - Indonesia
- Borneo Indobara - Indonesia
- South Luzon Thermal Energy Corporation
- Thiess Contractors Indonesia
- Larsen & Toubro Limited - India
- Ceylon Electricity Board - Sri Lanka
- Pipit Mutiara Jaya. PT, Indonesia
- IEA Clean Coal Centre - UK
- Tata Chemicals Ltd - India
- Riau Bara Harum - Indonesia
- Trasteel International SA, Italy
- Rashtriya Ispat Nigam Limited - India
- Bulk Trading Sa - Switzerland
- Asmin Koalindo Tuhup - Indonesia
- Medco Energi Mining Internasional
- Posco Energy - South Korea
- Coalindo Energy - Indonesia
- Dalmia Cement Bharat India
- Mercator Lines Limited - India
- Africa Commodities Group - South Africa
- Gujarat Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- AsiaOL BioFuels Corp., Philippines
- Maheswari Brothers Coal Limited - India
- Electricity Generating Authority of Thailand
- Indian Energy Exchange, India
- SN Aboitiz Power Inc, Philippines
- Straits Asia Resources Limited - Singapore
- Formosa Plastics Group - Taiwan
- The State Trading Corporation of India Ltd
- PTC India Limited - India
- Georgia Ports Authority, United States
- GVK Power & Infra Limited - India
- Meenaskhi Energy Private Limited - India
- Rio Tinto Coal - Australia
- Samtan Co., Ltd - South Korea
- Bukit Baiduri Energy - Indonesia
- Marubeni Corporation - India
- Metalloyd Limited - United Kingdom
- CIMB Investment Bank - Malaysia
- Uttam Galva Steels Limited - India
- Salva Resources Pvt Ltd - India
- McConnell Dowell - Australia
- Kideco Jaya Agung - Indonesia
- Parliament of New Zealand
- Directorate Of Revenue Intelligence - India
- Aditya Birla Group - India
- New Zealand Coal & Carbon
- Chettinad Cement Corporation Ltd - India
- Iligan Light & Power Inc, Philippines
- Siam City Cement - Thailand
- IHS Mccloskey Coal Group - USA
- The University of Queensland
- ICICI Bank Limited - India
- Jaiprakash Power Ventures ltd
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- Globalindo Alam Lestari - Indonesia
- Thai Mozambique Logistica
- Renaissance Capital - South Africa
- Kohat Cement Company Ltd. - Pakistan
- Krishnapatnam Port Company Ltd. - India
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- Kaltim Prima Coal - Indonesia
- Star Paper Mills Limited - India
- Alfred C Toepfer International GmbH - Germany
- CNBM International Corporation - China
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