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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, 17 May 17
THE CHINESE IMPORTS ARE A BAROMETER FOR VESSEL UTILIZATION - INTERMODAL
According to economic data, China imports increased year-on-year 38% in February, 20% in March – which is approximately US$160-170b - w ...
Monday, 15 May 17
THE PORT OF NEWCASTLE HAS SHIPPED 0.99 PERCENT LESS COAL IN APRIL 2017
COALspot.com: The Port of Newcastle, Australia’s major trading ports, and the world’s largest coal export ports has shipped $AU 1,636.2 ...
Monday, 15 May 17
THE CAPESIZE INDEX ROSE SIGNIFICANTLY THIS PAST WEEK COMPARED TO PREVIOUS WEEK
COALspot.com: The Freight market slightly up this past week, as BDI and Cape shows a positive trend week over week.
The Baltic Exchange, track ...
Friday, 12 May 17
U.S. COAL PRODUCTION DOWN AGAIN WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 13.3 million short tons ...
Friday, 12 May 17
SLOW AND UNEVENTFUL WEEK FOR THE PANAMAX MARKET
Supramax
In the Atlantic, only USG were showing some improvement, where pet-coke cargoes to India was fixed in the range of 19-23k daily and to C ...
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Showing 2046 to 2050 news of total 6871 |
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- Neyveli Lignite Corporation Ltd, - India
- IEA Clean Coal Centre - UK
- ICICI Bank Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Salva Resources Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Meralco Power Generation, Philippines
- Vedanta Resources Plc - India
- Mercuria Energy - Indonesia
- Planning Commission, India
- Mintek Dendrill Indonesia
- Bhoruka Overseas - Indonesia
- Chamber of Mines of South Africa
- Siam City Cement - Thailand
- San Jose City I Power Corp, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Krishnapatnam Port Company Ltd. - India
- Uttam Galva Steels Limited - India
- Carbofer General Trading SA - India
- Latin American Coal - Colombia
- Anglo American - United Kingdom
- Antam Resourcindo - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- CNBM International Corporation - China
- Dalmia Cement Bharat India
- Aboitiz Power Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Wilmar Investment Holdings
- Bukit Baiduri Energy - Indonesia
- Riau Bara Harum - Indonesia
- Sakthi Sugars Limited - India
- IHS Mccloskey Coal Group - USA
- Bharathi Cement Corporation - India
- European Bulk Services B.V. - Netherlands
- Vijayanagar Sugar Pvt Ltd - India
- Attock Cement Pakistan Limited
- Australian Commodity Traders Exchange
- Straits Asia Resources Limited - Singapore
- Maheswari Brothers Coal Limited - India
- Global Green Power PLC Corporation, Philippines
- Bangladesh Power Developement Board
- Alfred C Toepfer International GmbH - Germany
- GMR Energy Limited - India
- OPG Power Generation Pvt Ltd - India
- ASAPP Information Group - India
- Sarangani Energy Corporation, Philippines
- Trasteel International SA, Italy
- Baramulti Group, Indonesia
- Africa Commodities Group - South Africa
- Meenaskhi Energy Private Limited - India
- Price Waterhouse Coopers - Russia
- Pendopo Energi Batubara - Indonesia
- Jaiprakash Power Ventures ltd
- Karaikal Port Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Agrawal Coal Company - India
- Energy Link Ltd, New Zealand
- Semirara Mining and Power Corporation, Philippines
- MS Steel International - UAE
- Mjunction Services Limited - India
- Coastal Gujarat Power Limited - India
- Bhatia International Limited - India
- Kideco Jaya Agung - Indonesia
- Parliament of New Zealand
- Merrill Lynch Commodities Europe
- Power Finance Corporation Ltd., India
- Globalindo Alam Lestari - Indonesia
- Bhushan Steel Limited - India
- Malabar Cements Ltd - India
- Grasim Industreis Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- PTC India Limited - India
- Thiess Contractors Indonesia
- Electricity Authority, New Zealand
- Samtan Co., Ltd - South Korea
- Rashtriya Ispat Nigam Limited - India
- Thai Mozambique Logistica
- Barasentosa Lestari - Indonesia
- Indonesian Coal Mining Association
- Central Electricity Authority - India
- PNOC Exploration Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- Goldman Sachs - Singapore
- Bukit Makmur.PT - Indonesia
- Rio Tinto Coal - Australia
- Timah Investasi Mineral - Indoneisa
- Posco Energy - South Korea
- Bayan Resources Tbk. - Indonesia
- Coalindo Energy - Indonesia
- Orica Australia Pty. Ltd.
- Bahari Cakrawala Sebuku - Indonesia
- Sindya Power Generating Company Private Ltd
- Essar Steel Hazira Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Interocean Group of Companies - India
- South Luzon Thermal Energy Corporation
- Kumho Petrochemical, South Korea
- Commonwealth Bank - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- SMC Global Power, Philippines
- Jindal Steel & Power Ltd - India
- Intertek Mineral Services - Indonesia
- Standard Chartered Bank - UAE
- Economic Council, Georgia
- Ministry of Mines - Canada
- GAC Shipping (India) Pvt Ltd
- Tamil Nadu electricity Board
- Leighton Contractors Pty Ltd - Australia
- Banpu Public Company Limited - Thailand
- Global Business Power Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Metalloyd Limited - United Kingdom
- Kaltim Prima Coal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Tata Chemicals Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- TeaM Sual Corporation - Philippines
- SMG Consultants - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Asmin Koalindo Tuhup - Indonesia
- Medco Energi Mining Internasional
- New Zealand Coal & Carbon
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- Deloitte Consulting - India
- Indian Energy Exchange, India
- Orica Mining Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Cement Manufacturers Association - India
- White Energy Company Limited
- Ministry of Transport, Egypt
- Binh Thuan Hamico - Vietnam
- Sinarmas Energy and Mining - Indonesia
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- Siam City Cement PLC, Thailand
- Ind-Barath Power Infra Limited - India
- Indo Tambangraya Megah - Indonesia
- Central Java Power - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Port Waratah Coal Services - Australia
- Aditya Birla Group - India
- International Coal Ventures Pvt Ltd - India
- Borneo Indobara - Indonesia
- Global Coal Blending Company Limited - Australia
- Larsen & Toubro Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Electricity Generating Authority of Thailand
- Madhucon Powers Ltd - India
- Eastern Energy - Thailand
- Bulk Trading Sa - Switzerland
- Ambuja Cements Ltd - India
- Romanian Commodities Exchange
- Coal and Oil Company - UAE
- VISA Power Limited - India
- Indika Energy - Indonesia
- Semirara Mining Corp, Philippines
- Parry Sugars Refinery, India
- SN Aboitiz Power Inc, Philippines
- Indogreen Group - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kapuas Tunggal Persada - Indonesia
- Petron Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Makarim & Taira - Indonesia
- Wood Mackenzie - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- India Bulls Power Limited - India
- Minerals Council of Australia
- The State Trading Corporation of India Ltd
- Renaissance Capital - South Africa
- Chettinad Cement Corporation Ltd - India
- Vizag Seaport Private Limited - India
- Sojitz Corporation - Japan
- Sical Logistics Limited - India
- Australian Coal Association
- Savvy Resources Ltd - HongKong
- Kartika Selabumi Mining - Indonesia
- Singapore Mercantile Exchange
- London Commodity Brokers - England
- Indian Oil Corporation Limited
- Eastern Coal Council - USA
- Lanco Infratech Ltd - India
- Kobexindo Tractors - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- Iligan Light & Power Inc, Philippines
- PowerSource Philippines DevCo
- Cigading International Bulk Terminal - Indonesia
- Gujarat Sidhee Cement - India
- Formosa Plastics Group - Taiwan
- Marubeni Corporation - India
- Directorate General of MIneral and Coal - Indonesia
- GVK Power & Infra Limited - India
- Georgia Ports Authority, United States
- CIMB Investment Bank - Malaysia
- LBH Netherlands Bv - Netherlands
- Independent Power Producers Association of India
- Manunggal Multi Energi - Indonesia
- Star Paper Mills Limited - India
- Ministry of Finance - Indonesia
- Altura Mining Limited, Indonesia
- Xindia Steels Limited - India
- Heidelberg Cement - Germany
- Oldendorff Carriers - Singapore
- The Treasury - Australian Government
- Edison Trading Spa - Italy
- Directorate Of Revenue Intelligence - India
- Energy Development Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- The University of Queensland
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