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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, 02 June 17
U.S THE PAST WEEK'S COAL PRODUCTION ESTIMATE UP 4.4% - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15 million short tonnes ...
Wednesday, 31 May 17
MARKET INSIGHT - KONSTANTINOS KAKAVITSAS
In the next episode of the oil market; The market reacts to OPEC’s production cut extension, the US shale oil producers are ruining the carte ...
Friday, 26 May 17
MOST COAL PLANTS IN THE UNITED STATES WERE BUILT BEFORE 1990 - EIA
Coal-fired electricity generators accounted for 25% of operating electricity generating capacity in the United States and generated about 30% of U. ...
Friday, 26 May 17
U.S WEEKLY COAL OUTPUT ESTIMATE UP 6.3% W/W
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 14.3 million short ton ...
Wednesday, 24 May 17
LR MARKET IT SEEMS THAT EARNINGS ARE STILL UNDER PRESSURE - INTERMODAL
As we are approaching the summer season, the Clean Product market appears poised to become more challenging, either on East or West of Suez.
L ...
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- Wilmar Investment Holdings
- Bukit Makmur.PT - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Bhatia International Limited - India
- Intertek Mineral Services - Indonesia
- Planning Commission, India
- CNBM International Corporation - China
- AsiaOL BioFuels Corp., Philippines
- Wood Mackenzie - Singapore
- OPG Power Generation Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Mjunction Services Limited - India
- Trasteel International SA, Italy
- Indika Energy - Indonesia
- Aditya Birla Group - India
- Australian Commodity Traders Exchange
- Eastern Energy - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Malabar Cements Ltd - India
- Directorate Of Revenue Intelligence - India
- Bharathi Cement Corporation - India
- Ministry of Finance - Indonesia
- Parry Sugars Refinery, India
- Bukit Baiduri Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Australian Coal Association
- Kaltim Prima Coal - Indonesia
- Ind-Barath Power Infra Limited - India
- Bangladesh Power Developement Board
- Meenaskhi Energy Private Limited - India
- Straits Asia Resources Limited - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Chettinad Cement Corporation Ltd - India
- IEA Clean Coal Centre - UK
- International Coal Ventures Pvt Ltd - India
- VISA Power Limited - India
- Baramulti Group, Indonesia
- Attock Cement Pakistan Limited
- London Commodity Brokers - England
- CIMB Investment Bank - Malaysia
- GN Power Mariveles Coal Plant, Philippines
- Eastern Coal Council - USA
- Goldman Sachs - Singapore
- Bhushan Steel Limited - India
- Economic Council, Georgia
- Riau Bara Harum - Indonesia
- Dalmia Cement Bharat India
- Kapuas Tunggal Persada - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Orica Australia Pty. Ltd.
- Deloitte Consulting - India
- Coal and Oil Company - UAE
- White Energy Company Limited
- Metalloyd Limited - United Kingdom
- Ceylon Electricity Board - Sri Lanka
- Semirara Mining Corp, Philippines
- Energy Development Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Antam Resourcindo - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sarangani Energy Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Sakthi Sugars Limited - India
- Kartika Selabumi Mining - Indonesia
- Petron Corporation, Philippines
- Larsen & Toubro Limited - India
- Coalindo Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Samtan Co., Ltd - South Korea
- Kideco Jaya Agung - Indonesia
- Coastal Gujarat Power Limited - India
- Global Business Power Corporation, Philippines
- Central Java Power - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Sojitz Corporation - Japan
- Rashtriya Ispat Nigam Limited - India
- Miang Besar Coal Terminal - Indonesia
- GMR Energy Limited - India
- New Zealand Coal & Carbon
- Power Finance Corporation Ltd., India
- Indogreen Group - Indonesia
- Renaissance Capital - South Africa
- Romanian Commodities Exchange
- SN Aboitiz Power Inc, Philippines
- The University of Queensland
- ICICI Bank Limited - India
- Kobexindo Tractors - Indoneisa
- Makarim & Taira - Indonesia
- South Luzon Thermal Energy Corporation
- Ministry of Transport, Egypt
- Leighton Contractors Pty Ltd - Australia
- Anglo American - United Kingdom
- Barasentosa Lestari - Indonesia
- Ambuja Cements Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Orica Mining Services - Indonesia
- India Bulls Power Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Merrill Lynch Commodities Europe
- Interocean Group of Companies - India
- TeaM Sual Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Indonesian Coal Mining Association
- Mercator Lines Limited - India
- Borneo Indobara - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Carbofer General Trading SA - India
- MS Steel International - UAE
- The Treasury - Australian Government
- Chamber of Mines of South Africa
- GAC Shipping (India) Pvt Ltd
- Jorong Barutama Greston.PT - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Thiess Contractors Indonesia
- Central Electricity Authority - India
- Lanco Infratech Ltd - India
- Star Paper Mills Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- ASAPP Information Group - India
- Energy Link Ltd, New Zealand
- Parliament of New Zealand
- Price Waterhouse Coopers - Russia
- McConnell Dowell - Australia
- Toyota Tsusho Corporation, Japan
- Tata Chemicals Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Heidelberg Cement - Germany
- Commonwealth Bank - Australia
- Karbindo Abesyapradhi - Indoneisa
- Vizag Seaport Private Limited - India
- LBH Netherlands Bv - Netherlands
- Meralco Power Generation, Philippines
- Binh Thuan Hamico - Vietnam
- Sree Jayajothi Cements Limited - India
- Karaikal Port Pvt Ltd - India
- Agrawal Coal Company - India
- Maheswari Brothers Coal Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- SMC Global Power, Philippines
- Oldendorff Carriers - Singapore
- Indian Energy Exchange, India
- Xindia Steels Limited - India
- Siam City Cement - Thailand
- Krishnapatnam Port Company Ltd. - India
- Iligan Light & Power Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Siam City Cement PLC, Thailand
- Indian Oil Corporation Limited
- PNOC Exploration Corporation - Philippines
- San Jose City I Power Corp, Philippines
- IHS Mccloskey Coal Group - USA
- Indo Tambangraya Megah - Indonesia
- Videocon Industries ltd - India
- Ministry of Mines - Canada
- PTC India Limited - India
- Manunggal Multi Energi - Indonesia
- Independent Power Producers Association of India
- Banpu Public Company Limited - Thailand
- Edison Trading Spa - Italy
- Port Waratah Coal Services - Australia
- Simpson Spence & Young - Indonesia
- Kepco SPC Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- GVK Power & Infra Limited - India
- Electricity Generating Authority of Thailand
- Essar Steel Hazira Ltd - India
- Gujarat Sidhee Cement - India
- Madhucon Powers Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Bahari Cakrawala Sebuku - Indonesia
- Timah Investasi Mineral - Indoneisa
- Grasim Industreis Ltd - India
- Aboitiz Power Corporation - Philippines
- Georgia Ports Authority, United States
- Medco Energi Mining Internasional
- Global Coal Blending Company Limited - Australia
- Rio Tinto Coal - Australia
- Singapore Mercantile Exchange
- Uttam Galva Steels Limited - India
- Therma Luzon, Inc, Philippines
- Marubeni Corporation - India
- Thai Mozambique Logistica
- Semirara Mining and Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Vedanta Resources Plc - India
- Vijayanagar Sugar Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Electricity Authority, New Zealand
- Bhoruka Overseas - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Tamil Nadu electricity Board
- Kumho Petrochemical, South Korea
- Jindal Steel & Power Ltd - India
- Bayan Resources Tbk. - Indonesia
- Savvy Resources Ltd - HongKong
- Latin American Coal - Colombia
- Globalindo Alam Lestari - Indonesia
- Standard Chartered Bank - UAE
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PowerSource Philippines DevCo
- SMG Consultants - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Cement Manufacturers Association - India
- Minerals Council of Australia
- Mintek Dendrill Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Africa Commodities Group - South Africa
- Sindya Power Generating Company Private Ltd
- Bulk Trading Sa - Switzerland
- Sical Logistics Limited - India
- Posco Energy - South Korea
- Holcim Trading Pte Ltd - Singapore
- Mercuria Energy - Indonesia
- The State Trading Corporation of India Ltd
- Altura Mining Limited, Indonesia
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