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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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Wednesday, 05 July 17
TROUBLE SEEMS TO BE LOOMING ONCE MORE IN THE STEEL INDUSTRY - GEORGE LAZARIDIS
Trouble seems to be looming once more in the steel industry as US President Trump puts forth his plans for specialist protectionist measures for th ...
Friday, 30 June 17
U.S. WEEKLY COAL OUTPUT SLIGHTLY DOWN
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.6 million short tonn ...
Wednesday, 28 June 17
SHIPPING MARKET INSIGHT - TIMOS PAPADIMITRIOU
From the beginning of the year until now SnP activity has changed significantly. To put things into perspective, after a fast and furious q1 on the ...
Monday, 26 June 17
PANAMAX/KAMARMAXES HAD A STRONG WEEK WITH RATES RISING IN MOST AREAS OF THE MARKET - BALTICEXCHANGE
Capesize
A dark cloud appeared to have descended over the market for the big ships with rates continuing to slide in all areas. There was a repor ...
Friday, 23 June 17
U.S. WEEKLY COAL PRODUCTION TOTALED APPROXIMATELY 15.8 MMST; UP 1.8% W/W
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.8 million short tonn ...
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Showing 2016 to 2020 news of total 6871 |
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- Gujarat Mineral Development Corp Ltd - India
- Ministry of Mines - Canada
- Sinarmas Energy and Mining - Indonesia
- New Zealand Coal & Carbon
- Indo Tambangraya Megah - Indonesia
- Essar Steel Hazira Ltd - India
- Port Waratah Coal Services - Australia
- Global Business Power Corporation, Philippines
- Parliament of New Zealand
- Deloitte Consulting - India
- Indian Energy Exchange, India
- PTC India Limited - India
- Barasentosa Lestari - Indonesia
- The Treasury - Australian Government
- Independent Power Producers Association of India
- Vijayanagar Sugar Pvt Ltd - India
- Chamber of Mines of South Africa
- Coastal Gujarat Power Limited - India
- Rio Tinto Coal - Australia
- The State Trading Corporation of India Ltd
- ICICI Bank Limited - India
- Jindal Steel & Power Ltd - India
- GVK Power & Infra Limited - India
- Madhucon Powers Ltd - India
- Kepco SPC Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Power Finance Corporation Ltd., India
- Bukit Asam (Persero) Tbk - Indonesia
- Pendopo Energi Batubara - Indonesia
- Ceylon Electricity Board - Sri Lanka
- ASAPP Information Group - India
- OPG Power Generation Pvt Ltd - India
- Baramulti Group, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- SMC Global Power, Philippines
- Miang Besar Coal Terminal - Indonesia
- Bulk Trading Sa - Switzerland
- Formosa Plastics Group - Taiwan
- Latin American Coal - Colombia
- Marubeni Corporation - India
- Africa Commodities Group - South Africa
- Manunggal Multi Energi - Indonesia
- Semirara Mining Corp, Philippines
- Samtan Co., Ltd - South Korea
- Binh Thuan Hamico - Vietnam
- Karaikal Port Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Intertek Mineral Services - Indonesia
- Toyota Tsusho Corporation, Japan
- India Bulls Power Limited - India
- Edison Trading Spa - Italy
- Economic Council, Georgia
- Price Waterhouse Coopers - Russia
- Therma Luzon, Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Timah Investasi Mineral - Indoneisa
- Videocon Industries ltd - India
- Coal and Oil Company - UAE
- Kobexindo Tractors - Indoneisa
- VISA Power Limited - India
- Sarangani Energy Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Ministry of Transport, Egypt
- International Coal Ventures Pvt Ltd - India
- Energy Development Corp, Philippines
- SMG Consultants - Indonesia
- Altura Mining Limited, Indonesia
- Malabar Cements Ltd - India
- Sindya Power Generating Company Private Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- South Luzon Thermal Energy Corporation
- Oldendorff Carriers - Singapore
- Dalmia Cement Bharat India
- Kideco Jaya Agung - Indonesia
- Aditya Birla Group - India
- San Jose City I Power Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Bhoruka Overseas - Indonesia
- Anglo American - United Kingdom
- Larsen & Toubro Limited - India
- Bayan Resources Tbk. - Indonesia
- Bhatia International Limited - India
- Singapore Mercantile Exchange
- IHS Mccloskey Coal Group - USA
- Thai Mozambique Logistica
- Iligan Light & Power Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- Merrill Lynch Commodities Europe
- Straits Asia Resources Limited - Singapore
- Wood Mackenzie - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Indian Oil Corporation Limited
- Standard Chartered Bank - UAE
- Alfred C Toepfer International GmbH - Germany
- Karbindo Abesyapradhi - Indoneisa
- Xindia Steels Limited - India
- Sakthi Sugars Limited - India
- Australian Commodity Traders Exchange
- Grasim Industreis Ltd - India
- Jaiprakash Power Ventures ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Siam City Cement - Thailand
- TeaM Sual Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Petron Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Kartika Selabumi Mining - Indonesia
- Posco Energy - South Korea
- TNB Fuel Sdn Bhd - Malaysia
- Star Paper Mills Limited - India
- Simpson Spence & Young - Indonesia
- Coalindo Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Trasteel International SA, Italy
- Vizag Seaport Private Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Ministry of Finance - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Makarim & Taira - Indonesia
- Planning Commission, India
- Commonwealth Bank - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Meralco Power Generation, Philippines
- Medco Energi Mining Internasional
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Heidelberg Cement - Germany
- Bangladesh Power Developement Board
- Mercuria Energy - Indonesia
- Parry Sugars Refinery, India
- GMR Energy Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Attock Cement Pakistan Limited
- Global Coal Blending Company Limited - Australia
- Bhushan Steel Limited - India
- Gujarat Sidhee Cement - India
- Directorate Of Revenue Intelligence - India
- Interocean Group of Companies - India
- London Commodity Brokers - England
- MS Steel International - UAE
- Banpu Public Company Limited - Thailand
- White Energy Company Limited
- Vedanta Resources Plc - India
- Romanian Commodities Exchange
- Wilmar Investment Holdings
- Lanco Infratech Ltd - India
- Uttam Galva Steels Limited - India
- Semirara Mining and Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Bukit Baiduri Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Electricity Generating Authority of Thailand
- Renaissance Capital - South Africa
- LBH Netherlands Bv - Netherlands
- Minerals Council of Australia
- Tata Chemicals Ltd - India
- PowerSource Philippines DevCo
- Mjunction Services Limited - India
- McConnell Dowell - Australia
- Kohat Cement Company Ltd. - Pakistan
- Orica Australia Pty. Ltd.
- Goldman Sachs - Singapore
- The University of Queensland
- Carbofer General Trading SA - India
- Central Electricity Authority - India
- AsiaOL BioFuels Corp., Philippines
- Salva Resources Pvt Ltd - India
- Tamil Nadu electricity Board
- IEA Clean Coal Centre - UK
- Global Green Power PLC Corporation, Philippines
- Eastern Energy - Thailand
- Sical Logistics Limited - India
- Mintek Dendrill Indonesia
- PetroVietnam Power Coal Import and Supply Company
- CIMB Investment Bank - Malaysia
- Bharathi Cement Corporation - India
- Kumho Petrochemical, South Korea
- Kaltim Prima Coal - Indonesia
- Bukit Makmur.PT - Indonesia
- Riau Bara Harum - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Australian Coal Association
- Maheswari Brothers Coal Limited - India
- Orica Mining Services - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Georgia Ports Authority, United States
- Jorong Barutama Greston.PT - Indonesia
- Sojitz Corporation - Japan
- Cigading International Bulk Terminal - Indonesia
- Central Java Power - Indonesia
- Mercator Lines Limited - India
- Ambuja Cements Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Agrawal Coal Company - India
- Borneo Indobara - Indonesia
- Thiess Contractors Indonesia
- GAC Shipping (India) Pvt Ltd
- Krishnapatnam Port Company Ltd. - India
- Petrochimia International Co. Ltd.- Taiwan
- Indogreen Group - Indonesia
- Indonesian Coal Mining Association
- Aboitiz Power Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Eastern Coal Council - USA
- Antam Resourcindo - Indonesia
- CNBM International Corporation - China
- Cement Manufacturers Association - India
- European Bulk Services B.V. - Netherlands
- Indika Energy - Indonesia
- Electricity Authority, New Zealand
- Siam City Cement PLC, Thailand
- Energy Link Ltd, New Zealand
- PNOC Exploration Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
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