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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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Friday, 07 July 17
EIA ESTIMATES SHOW U.S WEEKLY COAL PRODUCTION UP 1.7 PERCENT
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.9 million short tonn ...
Thursday, 06 July 17
SUPRAMAX: INDO TO INDIA TRIPS WITH DELIVERY THAILAND RANGE IS GIVING OWNERS AROUND MID $8000 - FEARNLEYS
Supramax
Another slow start to the week with somewhat softening rates and few fixtures.
According to Fearnleys Weekly Dry bulk report, the N ...
Thursday, 06 July 17
UNEXPECTED MOVE FROM CHINA BOOSTS COAL PRICES - OIL PRICE
Coal prices have been cooling the last few months — after a spectacular run last year. But news late last week suggests the market is about t ...
Wednesday, 05 July 17
COAL PRICES ROSE IN CHINA, JAPAN AND EUROPE IN 2016 - BP
COALspot.com: Coal prices rose in China, Japan and Europe in 2016 after four years of price declines.
According to bp, the rise in coal prices ...
Wednesday, 05 July 17
TANKER MARKET INSIGHT - KATERINA RESTIS
A war of words blasted last month as the UAE, S. Arabia, Egypt and Bahrain revealed that they are experiencing severe diplomatic issues with the st ...
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Showing 2011 to 2015 news of total 6871 |
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- Indian Energy Exchange, India
- Bhushan Steel Limited - India
- Interocean Group of Companies - India
- Mercuria Energy - Indonesia
- Altura Mining Limited, Indonesia
- Electricity Generating Authority of Thailand
- Kepco SPC Power Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Petron Corporation, Philippines
- Indika Energy - Indonesia
- Xindia Steels Limited - India
- Kumho Petrochemical, South Korea
- Pendopo Energi Batubara - Indonesia
- Simpson Spence & Young - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Mercator Lines Limited - India
- Uttam Galva Steels Limited - India
- Bulk Trading Sa - Switzerland
- Central Java Power - Indonesia
- Ambuja Cements Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Barasentosa Lestari - Indonesia
- Medco Energi Mining Internasional
- Directorate General of MIneral and Coal - Indonesia
- Karaikal Port Pvt Ltd - India
- Coal and Oil Company - UAE
- CNBM International Corporation - China
- Attock Cement Pakistan Limited
- Independent Power Producers Association of India
- Parry Sugars Refinery, India
- Meralco Power Generation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Oldendorff Carriers - Singapore
- Minerals Council of Australia
- Siam City Cement PLC, Thailand
- Neyveli Lignite Corporation Ltd, - India
- Central Electricity Authority - India
- IEA Clean Coal Centre - UK
- Cement Manufacturers Association - India
- Coastal Gujarat Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Holcim Trading Pte Ltd - Singapore
- Bangladesh Power Developement Board
- Leighton Contractors Pty Ltd - Australia
- Tata Chemicals Ltd - India
- New Zealand Coal & Carbon
- The State Trading Corporation of India Ltd
- ASAPP Information Group - India
- India Bulls Power Limited - India
- Dalmia Cement Bharat India
- Iligan Light & Power Inc, Philippines
- CIMB Investment Bank - Malaysia
- Energy Link Ltd, New Zealand
- Sindya Power Generating Company Private Ltd
- SMG Consultants - Indonesia
- Timah Investasi Mineral - Indoneisa
- Billiton Holdings Pty Ltd - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mintek Dendrill Indonesia
- Binh Thuan Hamico - Vietnam
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bhoruka Overseas - Indonesia
- Kobexindo Tractors - Indoneisa
- Metalloyd Limited - United Kingdom
- Pipit Mutiara Jaya. PT, Indonesia
- Salva Resources Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Madhucon Powers Ltd - India
- Therma Luzon, Inc, Philippines
- Makarim & Taira - Indonesia
- Wilmar Investment Holdings
- Directorate Of Revenue Intelligence - India
- Edison Trading Spa - Italy
- Formosa Plastics Group - Taiwan
- Gujarat Mineral Development Corp Ltd - India
- MS Steel International - UAE
- Eastern Coal Council - USA
- Straits Asia Resources Limited - Singapore
- Sree Jayajothi Cements Limited - India
- Renaissance Capital - South Africa
- Port Waratah Coal Services - Australia
- Jindal Steel & Power Ltd - India
- Sical Logistics Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Vizag Seaport Private Limited - India
- Commonwealth Bank - Australia
- Intertek Mineral Services - Indonesia
- LBH Netherlands Bv - Netherlands
- Kapuas Tunggal Persada - Indonesia
- VISA Power Limited - India
- Indonesian Coal Mining Association
- TNB Fuel Sdn Bhd - Malaysia
- Vijayanagar Sugar Pvt Ltd - India
- GMR Energy Limited - India
- Aboitiz Power Corporation - Philippines
- The University of Queensland
- Sinarmas Energy and Mining - Indonesia
- Ministry of Finance - Indonesia
- Rashtriya Ispat Nigam Limited - India
- SMC Global Power, Philippines
- Global Green Power PLC Corporation, Philippines
- Eastern Energy - Thailand
- Kartika Selabumi Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- Thai Mozambique Logistica
- Lanco Infratech Ltd - India
- Indian Oil Corporation Limited
- Globalindo Alam Lestari - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Miang Besar Coal Terminal - Indonesia
- Global Coal Blending Company Limited - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- McConnell Dowell - Australia
- Videocon Industries ltd - India
- Chettinad Cement Corporation Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- San Jose City I Power Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- Deloitte Consulting - India
- Petrochimia International Co. Ltd.- Taiwan
- Price Waterhouse Coopers - Russia
- SN Aboitiz Power Inc, Philippines
- Planning Commission, India
- Rio Tinto Coal - Australia
- GVK Power & Infra Limited - India
- White Energy Company Limited
- Larsen & Toubro Limited - India
- Banpu Public Company Limited - Thailand
- Thiess Contractors Indonesia
- Gujarat Sidhee Cement - India
- Siam City Cement - Thailand
- IHS Mccloskey Coal Group - USA
- Agrawal Coal Company - India
- Economic Council, Georgia
- Star Paper Mills Limited - India
- Chamber of Mines of South Africa
- Kaltim Prima Coal - Indonesia
- Jaiprakash Power Ventures ltd
- Electricity Authority, New Zealand
- Indo Tambangraya Megah - Indonesia
- International Coal Ventures Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Maharashtra Electricity Regulatory Commission - India
- European Bulk Services B.V. - Netherlands
- Anglo American - United Kingdom
- Posco Energy - South Korea
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Baramulti Group, Indonesia
- Coalindo Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Australian Commodity Traders Exchange
- PTC India Limited - India
- Energy Development Corp, Philippines
- Australian Coal Association
- Samtan Co., Ltd - South Korea
- Aditya Birla Group - India
- Grasim Industreis Ltd - India
- Parliament of New Zealand
- Goldman Sachs - Singapore
- Riau Bara Harum - Indonesia
- Bhatia International Limited - India
- Toyota Tsusho Corporation, Japan
- PNOC Exploration Corporation - Philippines
- Bukit Makmur.PT - Indonesia
- Bayan Resources Tbk. - Indonesia
- PowerSource Philippines DevCo
- The Treasury - Australian Government
- Singapore Mercantile Exchange
- Vedanta Resources Plc - India
- Romanian Commodities Exchange
- Borneo Indobara - Indonesia
- Trasteel International SA, Italy
- Bharathi Cement Corporation - India
- Jorong Barutama Greston.PT - Indonesia
- Meenaskhi Energy Private Limited - India
- Kohat Cement Company Ltd. - Pakistan
- TeaM Sual Corporation - Philippines
- Mjunction Services Limited - India
- Essar Steel Hazira Ltd - India
- Heidelberg Cement - Germany
- Georgia Ports Authority, United States
- Carbofer General Trading SA - India
- Krishnapatnam Port Company Ltd. - India
- London Commodity Brokers - England
- Orica Mining Services - Indonesia
- Global Business Power Corporation, Philippines
- Antam Resourcindo - Indonesia
- Marubeni Corporation - India
- Standard Chartered Bank - UAE
- OPG Power Generation Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Malabar Cements Ltd - India
- Orica Australia Pty. Ltd.
- Indogreen Group - Indonesia
- Savvy Resources Ltd - HongKong
- Sojitz Corporation - Japan
- Bahari Cakrawala Sebuku - Indonesia
- Semirara Mining Corp, Philippines
- Merrill Lynch Commodities Europe
- Kideco Jaya Agung - Indonesia
- Africa Commodities Group - South Africa
- Gujarat Electricity Regulatory Commission - India
- Latin American Coal - Colombia
- ICICI Bank Limited - India
- Cigading International Bulk Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Ministry of Transport, Egypt
- Asmin Koalindo Tuhup - Indonesia
- Sarangani Energy Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Tamil Nadu electricity Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Wood Mackenzie - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Mines - Canada
- Sakthi Sugars Limited - India
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