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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, 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 ...
Wednesday, 07 June 17
MARKET INSIGHT - PANOS MAKRINOS
2017 undoubtedly began with very optimistic signs for the future of the Oil & Gas industry on the back of the Vienna Agreement. OPEC and non-OP ...
Tuesday, 06 June 17
THE FREIGHT MARKET WAS CONTINUE TO TUMBLE THIS PAST WEEK
COALspot.com: The Freight market continued to tumble this past week, as BDI and cape index showed a negative trend week over week.
The Baltic ...
Friday, 02 June 17
THE WORLD COAL ASSOCIATION HAS RESPONDED TO THE WITHDRAWAL OF THE UNITED STATES FROM THE PARIS AGREEMENT
“This decision is the result of a failure to build a genuine coalition on climate action that recognises the role of all technologies, includ ...
Friday, 02 June 17
MOL SIGNS COAL TRANSPORT DEAL WITH THERMAL POWERTECH CORPORATION INDIA LIMITED
MOL Signs Coal Transport Deal with Thermal Powertech Corporation India Limited - Contributing to a Stable Power Supply in India -
Jun ...
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- Krishnapatnam Port Company Ltd. - India
- Sarangani Energy Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- GVK Power & Infra Limited - India
- Straits Asia Resources Limited - Singapore
- Orica Australia Pty. Ltd.
- Borneo Indobara - Indonesia
- SMC Global Power, Philippines
- Planning Commission, India
- Essar Steel Hazira Ltd - India
- The State Trading Corporation of India Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- London Commodity Brokers - England
- Neyveli Lignite Corporation Ltd, - India
- Indo Tambangraya Megah - Indonesia
- Ministry of Transport, Egypt
- New Zealand Coal & Carbon
- Bukit Baiduri Energy - Indonesia
- Standard Chartered Bank - UAE
- Bhatia International Limited - India
- Posco Energy - South Korea
- Dalmia Cement Bharat India
- Heidelberg Cement - Germany
- Ministry of Finance - Indonesia
- CNBM International Corporation - China
- Trasteel International SA, Italy
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Xindia Steels Limited - India
- Vedanta Resources Plc - India
- Global Green Power PLC Corporation, Philippines
- Medco Energi Mining Internasional
- IEA Clean Coal Centre - UK
- Pipit Mutiara Jaya. PT, Indonesia
- Port Waratah Coal Services - Australia
- Kartika Selabumi Mining - Indonesia
- Karaikal Port Pvt Ltd - India
- Sical Logistics Limited - India
- Indian Oil Corporation Limited
- Sojitz Corporation - Japan
- Bangladesh Power Developement Board
- Samtan Co., Ltd - South Korea
- Bahari Cakrawala Sebuku - Indonesia
- Parry Sugars Refinery, India
- Kobexindo Tractors - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Eastern Energy - Thailand
- Jindal Steel & Power Ltd - India
- Lanco Infratech Ltd - India
- Ind-Barath Power Infra Limited - India
- Australian Commodity Traders Exchange
- Salva Resources Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Romanian Commodities Exchange
- Aditya Birla Group - India
- Marubeni Corporation - India
- Madhucon Powers Ltd - India
- Sindya Power Generating Company Private Ltd
- Malabar Cements Ltd - India
- Minerals Council of Australia
- Banpu Public Company Limited - Thailand
- Coalindo Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Uttam Galva Steels Limited - India
- Sakthi Sugars Limited - India
- LBH Netherlands Bv - Netherlands
- Africa Commodities Group - South Africa
- Vizag Seaport Private Limited - India
- GMR Energy Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Petron Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Manunggal Multi Energi - Indonesia
- Altura Mining Limited, Indonesia
- The Treasury - Australian Government
- Billiton Holdings Pty Ltd - Australia
- Rio Tinto Coal - Australia
- PTC India Limited - India
- Siam City Cement - Thailand
- OPG Power Generation Pvt Ltd - India
- Renaissance Capital - South Africa
- Kideco Jaya Agung - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Electricity Authority, New Zealand
- Power Finance Corporation Ltd., India
- Directorate Of Revenue Intelligence - India
- Ambuja Cements Ltd - India
- Makarim & Taira - Indonesia
- Interocean Group of Companies - India
- Indian Energy Exchange, India
- ASAPP Information Group - India
- Bhushan Steel Limited - India
- PowerSource Philippines DevCo
- Orica Mining Services - Indonesia
- Electricity Generating Authority of Thailand
- Baramulti Group, Indonesia
- India Bulls Power Limited - India
- TeaM Sual Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- Alfred C Toepfer International GmbH - Germany
- Kumho Petrochemical, South Korea
- Metalloyd Limited - United Kingdom
- Siam City Cement PLC, Thailand
- Deloitte Consulting - India
- Kepco SPC Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Gujarat Sidhee Cement - India
- Vijayanagar Sugar Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Mercuria Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Cement Manufacturers Association - India
- Bhoruka Overseas - Indonesia
- VISA Power Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Formosa Plastics Group - Taiwan
- Bulk Trading Sa - Switzerland
- IHS Mccloskey Coal Group - USA
- Edison Trading Spa - Italy
- Carbofer General Trading SA - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- San Jose City I Power Corp, Philippines
- Indonesian Coal Mining Association
- Wilmar Investment Holdings
- Mercator Lines Limited - India
- Larsen & Toubro Limited - India
- Georgia Ports Authority, United States
- Energy Development Corp, Philippines
- Sree Jayajothi Cements Limited - India
- SMG Consultants - Indonesia
- Singapore Mercantile Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- GN Power Mariveles Coal Plant, Philippines
- Simpson Spence & Young - Indonesia
- International Coal Ventures Pvt Ltd - India
- Bharathi Cement Corporation - India
- Meenaskhi Energy Private Limited - India
- Meralco Power Generation, Philippines
- Tamil Nadu electricity Board
- Iligan Light & Power Inc, Philippines
- Attock Cement Pakistan Limited
- Tata Chemicals Ltd - India
- Thai Mozambique Logistica
- Antam Resourcindo - Indonesia
- Binh Thuan Hamico - Vietnam
- Intertek Mineral Services - Indonesia
- ICICI Bank Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- White Energy Company Limited
- Oldendorff Carriers - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Semirara Mining Corp, Philippines
- Mjunction Services Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Petrochimia International Co. Ltd.- Taiwan
- Coastal Gujarat Power Limited - India
- European Bulk Services B.V. - Netherlands
- Thiess Contractors Indonesia
- Riau Bara Harum - Indonesia
- Therma Luzon, Inc, Philippines
- Economic Council, Georgia
- Grasim Industreis Ltd - India
- Coal and Oil Company - UAE
- South Luzon Thermal Energy Corporation
- Chettinad Cement Corporation Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Energy Link Ltd, New Zealand
- Kapuas Tunggal Persada - Indonesia
- Global Business Power Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Semirara Mining and Power Corporation, Philippines
- Videocon Industries ltd - India
- Leighton Contractors Pty Ltd - Australia
- Central Electricity Authority - India
- Goldman Sachs - Singapore
- McConnell Dowell - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- MS Steel International - UAE
- CIMB Investment Bank - Malaysia
- Eastern Coal Council - USA
- Star Paper Mills Limited - India
- Barasentosa Lestari - Indonesia
- Australian Coal Association
- Wood Mackenzie - Singapore
- GAC Shipping (India) Pvt Ltd
- Central Java Power - Indonesia
- Pendopo Energi Batubara - Indonesia
- Merrill Lynch Commodities Europe
- Agrawal Coal Company - India
- Savvy Resources Ltd - HongKong
- Gujarat Electricity Regulatory Commission - India
- Jaiprakash Power Ventures ltd
- Chamber of Mines of South Africa
- Rashtriya Ispat Nigam Limited - India
- Kaltim Prima Coal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Anglo American - United Kingdom
- Indogreen Group - Indonesia
- Commonwealth Bank - Australia
- Mintek Dendrill Indonesia
- Bukit Makmur.PT - Indonesia
- PNOC Exploration Corporation - Philippines
- Independent Power Producers Association of India
- Indika Energy - Indonesia
- Parliament of New Zealand
- Latin American Coal - Colombia
- Ministry of Mines - Canada
- The University of Queensland
- Ceylon Electricity Board - Sri Lanka
- Price Waterhouse Coopers - Russia
- Maheswari Brothers Coal Limited - India
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