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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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Tuesday, 23 May 17
TANKERS WEEKLY MARKET NOTE - ALLIED
It’s been a turbulent couple of weeks on the oil front, with the effectiveness of OPEC’s policy being under debate amongst most traders ...
Monday, 22 May 17
THE SHIPPING INDEX DECLINES AGAIN
COALspot.com: The Freight market again decline this past week, as BDI and all other indexes show a negative trend week over week.
The Baltic E ...
Friday, 19 May 17
U.S WEEKLY COAL OUTPUT UP 1.2% WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 13.5 million short ton ...
Thursday, 18 May 17
SUPRAMAX : COAL TRIPS TO CHINA WITH VESSELS OPEN INDO HAVE BEEN FIXED AROUND $8000
Supramax
Atlantic market has stayed quiet with no substantial developments.
Cont to Med scrap cargoes have concluded around 11k says Fearnle ...
Thursday, 18 May 17
SOUTHEAST ASIA CAN ACCELERATE ACHIEVEMENT OF PARIS AGREEMENT GOALS - WCA
Low emissions coal in Asia reduces more CO2 emissions than renewable investment in Western Europe.
Investing in low emissions coal plants in S ...
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Showing 2041 to 2045 news of total 6871 |
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- AsiaOL BioFuels Corp., Philippines
- Sojitz Corporation - Japan
- Kalimantan Lumbung Energi - Indonesia
- VISA Power Limited - India
- Australian Commodity Traders Exchange
- Videocon Industries ltd - India
- Xindia Steels Limited - India
- Gujarat Sidhee Cement - India
- Anglo American - United Kingdom
- Thiess Contractors Indonesia
- London Commodity Brokers - England
- Salva Resources Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Intertek Mineral Services - Indonesia
- Samtan Co., Ltd - South Korea
- OPG Power Generation Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- MS Steel International - UAE
- Baramulti Group, Indonesia
- Bayan Resources Tbk. - Indonesia
- Parry Sugars Refinery, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Karbindo Abesyapradhi - Indoneisa
- Coastal Gujarat Power Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Indogreen Group - Indonesia
- Therma Luzon, Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Tata Chemicals Ltd - India
- Thai Mozambique Logistica
- Barasentosa Lestari - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Latin American Coal - Colombia
- Manunggal Multi Energi - Indonesia
- The Treasury - Australian Government
- Aboitiz Power Corporation - Philippines
- Indian Energy Exchange, India
- Indika Energy - Indonesia
- Wilmar Investment Holdings
- Miang Besar Coal Terminal - Indonesia
- Cement Manufacturers Association - India
- Planning Commission, India
- Neyveli Lignite Corporation Ltd, - India
- SMG Consultants - Indonesia
- Global Green Power PLC Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sindya Power Generating Company Private Ltd
- Sinarmas Energy and Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Sical Logistics Limited - India
- Central Electricity Authority - India
- LBH Netherlands Bv - Netherlands
- Maheswari Brothers Coal Limited - India
- Interocean Group of Companies - India
- Bharathi Cement Corporation - India
- Essar Steel Hazira Ltd - India
- Electricity Authority, New Zealand
- Carbofer General Trading SA - India
- Jorong Barutama Greston.PT - Indonesia
- South Luzon Thermal Energy Corporation
- Directorate Of Revenue Intelligence - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Kaltim Prima Coal - Indonesia
- Bhoruka Overseas - Indonesia
- ICICI Bank Limited - India
- Binh Thuan Hamico - Vietnam
- Straits Asia Resources Limited - Singapore
- TeaM Sual Corporation - Philippines
- Renaissance Capital - South Africa
- Globalindo Alam Lestari - Indonesia
- Jindal Steel & Power Ltd - India
- Indo Tambangraya Megah - Indonesia
- Ministry of Transport, Egypt
- Indian Oil Corporation Limited
- Romanian Commodities Exchange
- Petrochimia International Co. Ltd.- Taiwan
- Independent Power Producers Association of India
- Sakthi Sugars Limited - India
- Formosa Plastics Group - Taiwan
- Rio Tinto Coal - Australia
- Malabar Cements Ltd - India
- Ministry of Finance - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Orica Mining Services - Indonesia
- Attock Cement Pakistan Limited
- Australian Coal Association
- Madhucon Powers Ltd - India
- European Bulk Services B.V. - Netherlands
- CIMB Investment Bank - Malaysia
- Kohat Cement Company Ltd. - Pakistan
- Timah Investasi Mineral - Indoneisa
- McConnell Dowell - Australia
- Trasteel International SA, Italy
- Holcim Trading Pte Ltd - Singapore
- Kumho Petrochemical, South Korea
- Meralco Power Generation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Pipit Mutiara Jaya. PT, Indonesia
- The University of Queensland
- Tamil Nadu electricity Board
- Energy Development Corp, Philippines
- Commonwealth Bank - Australia
- Mercator Lines Limited - India
- Global Business Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- GMR Energy Limited - India
- Goldman Sachs - Singapore
- Coal and Oil Company - UAE
- Pendopo Energi Batubara - Indonesia
- White Energy Company Limited
- Toyota Tsusho Corporation, Japan
- Banpu Public Company Limited - Thailand
- Ind-Barath Power Infra Limited - India
- ASAPP Information Group - India
- Merrill Lynch Commodities Europe
- Uttam Galva Steels Limited - India
- GAC Shipping (India) Pvt Ltd
- Standard Chartered Bank - UAE
- Petron Corporation, Philippines
- CNBM International Corporation - China
- Africa Commodities Group - South Africa
- Leighton Contractors Pty Ltd - Australia
- Kepco SPC Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Ambuja Cements Ltd - India
- Mjunction Services Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Electricity Generating Authority of Thailand
- Bukit Makmur.PT - Indonesia
- Star Paper Mills Limited - India
- Deloitte Consulting - India
- GN Power Mariveles Coal Plant, Philippines
- Sarangani Energy Corporation, Philippines
- Ministry of Mines - Canada
- TNB Fuel Sdn Bhd - Malaysia
- PowerSource Philippines DevCo
- PNOC Exploration Corporation - Philippines
- Riau Bara Harum - Indonesia
- Central Java Power - Indonesia
- Minerals Council of Australia
- Grasim Industreis Ltd - India
- Gujarat Electricity Regulatory Commission - India
- India Bulls Power Limited - India
- Kideco Jaya Agung - Indonesia
- Meenaskhi Energy Private Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Chamber of Mines of South Africa
- Bangladesh Power Developement Board
- Power Finance Corporation Ltd., India
- Borneo Indobara - Indonesia
- Ceylon Electricity Board - Sri Lanka
- SMC Global Power, Philippines
- San Jose City I Power Corp, Philippines
- Coalindo Energy - Indonesia
- Vedanta Resources Plc - India
- Heidelberg Cement - Germany
- Jaiprakash Power Ventures ltd
- PTC India Limited - India
- Metalloyd Limited - United Kingdom
- Kobexindo Tractors - Indoneisa
- Semirara Mining Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Bhatia International Limited - India
- New Zealand Coal & Carbon
- Indonesian Coal Mining Association
- Georgia Ports Authority, United States
- Mercuria Energy - Indonesia
- Antam Resourcindo - Indonesia
- Orica Australia Pty. Ltd.
- Gujarat Mineral Development Corp Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Kartika Selabumi Mining - Indonesia
- Larsen & Toubro Limited - India
- Siam City Cement PLC, Thailand
- Agrawal Coal Company - India
- Bhushan Steel Limited - India
- Medco Energi Mining Internasional
- Marubeni Corporation - India
- Dalmia Cement Bharat India
- Edison Trading Spa - Italy
- Krishnapatnam Port Company Ltd. - India
- Karaikal Port Pvt Ltd - India
- Economic Council, Georgia
- Sree Jayajothi Cements Limited - India
- Rashtriya Ispat Nigam Limited - India
- Price Waterhouse Coopers - Russia
- Bulk Trading Sa - Switzerland
- Global Coal Blending Company Limited - Australia
- Aditya Birla Group - India
- IHS Mccloskey Coal Group - USA
- SN Aboitiz Power Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mintek Dendrill Indonesia
- Posco Energy - South Korea
- Simpson Spence & Young - Indonesia
- Port Waratah Coal Services - Australia
- IEA Clean Coal Centre - UK
- Eastern Energy - Thailand
- Eastern Coal Council - USA
- Wood Mackenzie - Singapore
- Lanco Infratech Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Parliament of New Zealand
- The State Trading Corporation of India Ltd
- GVK Power & Infra Limited - India
- Altura Mining Limited, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Singapore Mercantile Exchange
- Iligan Light & Power Inc, Philippines
- Makarim & Taira - Indonesia
- Savvy Resources Ltd - HongKong
- Vizag Seaport Private Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Siam City Cement - Thailand
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