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Tuesday, 30 May 17
MARKET ANALYSIS - GEORGE LAZARIDIS
 Despite the fair performance that has been noted in the Chinese economy over the past 5 months, we have started to see an increase in the skepticism and fear as to the upcoming prospects of the world’s second largest economy. In part the majority of this emerging sentiment has to do with some of the most recent figures coming out of China with regards to its imports, urging many to take further weight onto the idea that the recent tightening of financing and clearing out of excesses by the government has likely starting to lead to a further slowdown that has only just started to show face, said George Lazaridis of Allied Shipping in his latest weekly report.
Furthermore, it seems as though many have rushed to embrace this as a scenario, feeding with their preconceptions that the excessive debt problem in China and the bubble effects they have been mentioning several times over the past years in terms of real estate and financial markets have started to play their part.
Allied Shipping’s analyst further noted that often with these latter preconceptions is the connection with what we have seen historically in other emerging markets in the past and the most usual comparison is that of the course we witnessed back in the 1980’s in Japan’s economy. With the number of similarities now increasing even further as to how Japan’s economy failed before the bubble collapsed and the figures coming out of China today. China just like Japan back then, is now the world’s second-largest economy, supplying just over 20% of US imports (just as Japan did back in the 80’s) and providing 40 percent of the global economy’s annual growth. More importantly, many of the similarities relate to the debt held, with China’s total debt now holding at 2505 of GDP and non-financial corporate debt-to-GDP ratio reaching a total of 155%. To many the similarities are too great, confirming their affirmation that China’s economic behavior as a bubble-like market is unlikely to end well.
The analyst further said in his report, there are however some very notable differences. Chinese investment outside of China has not been limited to snapping up of western real estate and large corporations. Being an economy largely directed by its government with firm planning, there has been a great deal of investment that has taken place which is more in line with the policies undertaken by the United States in the start of the 20th Century, with a focus on securing raw resources as well as helping to beef up satellite emerging markets that could prove to be future consumers of its large-scale exports. At the same time, a large percentage of its economy is still in the grips of the government, as such allowing for more gradual smoothing and corrections to be made rather than a full out bubble burst. Obviously, this hasn’t always worked perfectly as the collapse of its stock market bubble in 2015 testifies. It seems as though there is a whole lot of investment being undertaken that has yet to bear fruits from which a more stable picture of the Chinese economy can emerge, yet as you look at the course of its market’s focus over the past 10 years, it has shown an ability to maneuver its targets and focus and find sources of growth beyond just the major developed economies such as the U.S. and Europe.
For the time being there has been a slowdown compared to the record production and import levels that were being noted earlier in the year, yet its engine of growth seems to still have plenty more momentum to go on at least for the near-term. Even if these fears are founded, it does not seem to be something of major concern, for now, he concluded.
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Thursday, 13 July 17
SUPRAMAX: NICKEL ORE TRIPS TO CHINA VIA PHILIPPINES WITH DELIVERY S. CHINA IS PAYING AROUND MID $9000 - FEARNLEYS
Supramax
COALspot.com: Another slow start to the week with somewhat softening rates and few fixtures.
Nickel Ore trips to China via the Phil ...
Wednesday, 12 July 17
COAL HAS CONTINUED A STELLAR RUN OVER THE PAST YEAR GAINING ~10% OVER THE PAST QUARTER AND ~41% OVER THE PAST YEAR - LINOS KOGEVINAS
Having just passed the second quarter of 2017, it is interesting to take a look at the performance of the commodity market and how certain commodit ...
Monday, 10 July 17
A ROLLERCOASTER YEAR FOR COAL PRICES; ICPR ROSE 4.62% M/M
COALspot.com: Indonesian coal benchmark price rose 4.62% in July, government data showed.
The benchmark price of Indonesian thermal c ...
Monday, 10 July 17
THE FREIGHT MARKET WAS SHOWS A NEGATIVE TREND WEEK OVER WEEK
COALspot.com: The Freight market decline this past week compared to the previous week, as BDI and Cape indexes show a negative trend week over week ...
Friday, 07 July 17
SHOULD WE BE AVOIDING GENERAL AVERAGE? - ALEX KEMP
KNOWLEDGE TO ELEVATE
Calls for general average to be abolished are nearly as old as the regime itself. A representative of Lloyd’s atten ...
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Showing 2006 to 2010 news of total 6871 |
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- Wilmar Investment Holdings
- Bhushan Steel Limited - India
- Vizag Seaport Private Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Gujarat Electricity Regulatory Commission - India
- Therma Luzon, Inc, Philippines
- Medco Energi Mining Internasional
- Bhoruka Overseas - Indonesia
- Chamber of Mines of South Africa
- International Coal Ventures Pvt Ltd - India
- Larsen & Toubro Limited - India
- CNBM International Corporation - China
- Indian Energy Exchange, India
- Renaissance Capital - South Africa
- Australian Coal Association
- Cigading International Bulk Terminal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Agrawal Coal Company - India
- Energy Development Corp, Philippines
- Gujarat Sidhee Cement - India
- Ministry of Finance - Indonesia
- GMR Energy Limited - India
- Billiton Holdings Pty Ltd - Australia
- Sindya Power Generating Company Private Ltd
- Asmin Koalindo Tuhup - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Attock Cement Pakistan Limited
- MS Steel International - UAE
- IEA Clean Coal Centre - UK
- Port Waratah Coal Services - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Price Waterhouse Coopers - Russia
- TNB Fuel Sdn Bhd - Malaysia
- Thai Mozambique Logistica
- Africa Commodities Group - South Africa
- Ind-Barath Power Infra Limited - India
- Antam Resourcindo - Indonesia
- Kaltim Prima Coal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GVK Power & Infra Limited - India
- Orica Australia Pty. Ltd.
- Alfred C Toepfer International GmbH - Germany
- Xindia Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Aboitiz Power Corporation - Philippines
- Siam City Cement - Thailand
- Oldendorff Carriers - Singapore
- Essar Steel Hazira Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- South Luzon Thermal Energy Corporation
- Binh Thuan Hamico - Vietnam
- Bangladesh Power Developement Board
- Chettinad Cement Corporation Ltd - India
- Parry Sugars Refinery, India
- Grasim Industreis Ltd - India
- Coal and Oil Company - UAE
- Videocon Industries ltd - India
- San Jose City I Power Corp, Philippines
- London Commodity Brokers - England
- Mercator Lines Limited - India
- AsiaOL BioFuels Corp., Philippines
- Indika Energy - Indonesia
- White Energy Company Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Georgia Ports Authority, United States
- Sojitz Corporation - Japan
- Commonwealth Bank - Australia
- Australian Commodity Traders Exchange
- Bahari Cakrawala Sebuku - Indonesia
- Posco Energy - South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Meralco Power Generation, Philippines
- Sree Jayajothi Cements Limited - India
- PTC India Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Cement Manufacturers Association - India
- Pendopo Energi Batubara - Indonesia
- IHS Mccloskey Coal Group - USA
- SMG Consultants - Indonesia
- ASAPP Information Group - India
- Indo Tambangraya Megah - Indonesia
- Central Java Power - Indonesia
- Meenaskhi Energy Private Limited - India
- Rashtriya Ispat Nigam Limited - India
- Bukit Makmur.PT - Indonesia
- Star Paper Mills Limited - India
- Tata Chemicals Ltd - India
- Directorate Of Revenue Intelligence - India
- Makarim & Taira - Indonesia
- Kartika Selabumi Mining - Indonesia
- The State Trading Corporation of India Ltd
- Globalindo Alam Lestari - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Salva Resources Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- CIMB Investment Bank - Malaysia
- Standard Chartered Bank - UAE
- Maheswari Brothers Coal Limited - India
- Parliament of New Zealand
- Sarangani Energy Corporation, Philippines
- Mercuria Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- Semirara Mining and Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Anglo American - United Kingdom
- SN Aboitiz Power Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Toyota Tsusho Corporation, Japan
- Eastern Energy - Thailand
- VISA Power Limited - India
- SMC Global Power, Philippines
- Indonesian Coal Mining Association
- Krishnapatnam Port Company Ltd. - India
- Directorate General of MIneral and Coal - Indonesia
- Trasteel International SA, Italy
- Aditya Birla Group - India
- Barasentosa Lestari - Indonesia
- Metalloyd Limited - United Kingdom
- Ministry of Mines - Canada
- Edison Trading Spa - Italy
- Altura Mining Limited, Indonesia
- Indian Oil Corporation Limited
- PetroVietnam Power Coal Import and Supply Company
- Kobexindo Tractors - Indoneisa
- Madhucon Powers Ltd - India
- Coastal Gujarat Power Limited - India
- Latin American Coal - Colombia
- Orica Mining Services - Indonesia
- Merrill Lynch Commodities Europe
- ICICI Bank Limited - India
- Indogreen Group - Indonesia
- Samtan Co., Ltd - South Korea
- Bulk Trading Sa - Switzerland
- India Bulls Power Limited - India
- Holcim Trading Pte Ltd - Singapore
- Borneo Indobara - Indonesia
- The University of Queensland
- Rio Tinto Coal - Australia
- Energy Link Ltd, New Zealand
- Coalindo Energy - Indonesia
- Bhatia International Limited - India
- Sinarmas Energy and Mining - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Singapore Mercantile Exchange
- Sical Logistics Limited - India
- Ceylon Electricity Board - Sri Lanka
- Marubeni Corporation - India
- Kideco Jaya Agung - Indonesia
- Banpu Public Company Limited - Thailand
- Eastern Coal Council - USA
- Independent Power Producers Association of India
- Manunggal Multi Energi - Indonesia
- Electricity Authority, New Zealand
- Siam City Cement PLC, Thailand
- Ministry of Transport, Egypt
- Miang Besar Coal Terminal - Indonesia
- Intertek Mineral Services - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Lanco Infratech Ltd - India
- Dalmia Cement Bharat India
- The Treasury - Australian Government
- Electricity Generating Authority of Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- LBH Netherlands Bv - Netherlands
- Kohat Cement Company Ltd. - Pakistan
- Bukit Baiduri Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Bharathi Cement Corporation - India
- Uttam Galva Steels Limited - India
- Iligan Light & Power Inc, Philippines
- Interocean Group of Companies - India
- Wood Mackenzie - Singapore
- Romanian Commodities Exchange
- Straits Asia Resources Limited - Singapore
- Global Business Power Corporation, Philippines
- Baramulti Group, Indonesia
- Bayan Resources Tbk. - Indonesia
- Semirara Mining Corp, Philippines
- Goldman Sachs - Singapore
- Thiess Contractors Indonesia
- Sakthi Sugars Limited - India
- Ambuja Cements Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Malabar Cements Ltd - India
- Kumho Petrochemical, South Korea
- Global Green Power PLC Corporation, Philippines
- Mjunction Services Limited - India
- Simpson Spence & Young - Indonesia
- Petron Corporation, Philippines
- Carbofer General Trading SA - India
- Savvy Resources Ltd - HongKong
- PowerSource Philippines DevCo
- Planning Commission, India
- Mintek Dendrill Indonesia
- Deloitte Consulting - India
- Leighton Contractors Pty Ltd - Australia
- Karaikal Port Pvt Ltd - India
- Vedanta Resources Plc - India
- New Zealand Coal & Carbon
- Kepco SPC Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Heidelberg Cement - Germany
- Jaiprakash Power Ventures ltd
- Minerals Council of Australia
- Economic Council, Georgia
- Riau Bara Harum - Indonesia
- Central Electricity Authority - India
- Power Finance Corporation Ltd., India
- McConnell Dowell - Australia
- OPG Power Generation Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- European Bulk Services B.V. - Netherlands
- Tamil Nadu electricity Board
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