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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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Thursday, 04 May 17
SUPRAMAX: INDO COAL ROUNDS LEVELS WITH DELIVERY CHINA IS TRADING AROUND LOW $6K, TRIP BACK TO CHINA
Supramax
The short week brought weaker rates across all routes. Supras from USG to Japan were fixed around $19-20 k daily and from ECSA to ECI $1 ...
Wednesday, 03 May 17
MALAYSIA SEEMS AS BIGGEST ADARO COAL IMPORTER IN Q1' 17
COALspot.com: In 1Q17, 30% of Adaro's sales went to Indonesia, the data from unaudited consolidated financial statement shows.
Malaysia ca ...
Wednesday, 03 May 17
MARKET INSIGHT - STELIOS KOLLINTZAS
The overall performance of each sector within the edible oil markets has remained poor for the past weeks. Apart from the veg oil exports fro ...
Tuesday, 02 May 17
THE FREIGHT MARKET CONTINUE TO SLUMP THIS PAST WEEK
COALspot.com: The Freight market continues to slump this past week, as all segments except Handy Size show a negative downward trend.
The Balt ...
Friday, 28 April 17
U.S PRODUCED LESS COAL THIS PAST WEEK COMPARED TO THE PREVIOUS WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 14 million short tons ( ...
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Showing 2056 to 2060 news of total 6871 |
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- White Energy Company Limited
- Coastal Gujarat Power Limited - India
- Romanian Commodities Exchange
- Indonesian Coal Mining Association
- ICICI Bank Limited - India
- Chettinad Cement Corporation Ltd - India
- Maheswari Brothers Coal Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- PNOC Exploration Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- Bukit Asam (Persero) Tbk - Indonesia
- Heidelberg Cement - Germany
- SN Aboitiz Power Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Ministry of Mines - Canada
- New Zealand Coal & Carbon
- Rio Tinto Coal - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Vizag Seaport Private Limited - India
- Cement Manufacturers Association - India
- Timah Investasi Mineral - Indoneisa
- Indian Energy Exchange, India
- European Bulk Services B.V. - Netherlands
- ASAPP Information Group - India
- Australian Coal Association
- OPG Power Generation Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Ministry of Transport, Egypt
- TNB Fuel Sdn Bhd - Malaysia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indo Tambangraya Megah - Indonesia
- Semirara Mining Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Ind-Barath Power Infra Limited - India
- Dalmia Cement Bharat India
- Energy Link Ltd, New Zealand
- Riau Bara Harum - Indonesia
- Straits Asia Resources Limited - Singapore
- Economic Council, Georgia
- Petrochimia International Co. Ltd.- Taiwan
- Pendopo Energi Batubara - Indonesia
- Parry Sugars Refinery, India
- Anglo American - United Kingdom
- Trasteel International SA, Italy
- Minerals Council of Australia
- GMR Energy Limited - India
- Sojitz Corporation - Japan
- Australian Commodity Traders Exchange
- Xindia Steels Limited - India
- CNBM International Corporation - China
- Kumho Petrochemical, South Korea
- Renaissance Capital - South Africa
- Malabar Cements Ltd - India
- Mercuria Energy - Indonesia
- Power Finance Corporation Ltd., India
- The Treasury - Australian Government
- Meenaskhi Energy Private Limited - India
- Orica Mining Services - Indonesia
- PTC India Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Medco Energi Mining Internasional
- Standard Chartered Bank - UAE
- Essar Steel Hazira Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Tata Chemicals Ltd - India
- SMC Global Power, Philippines
- SMG Consultants - Indonesia
- Sinarmas Energy and Mining - Indonesia
- London Commodity Brokers - England
- Meralco Power Generation, Philippines
- Siam City Cement - Thailand
- Metalloyd Limited - United Kingdom
- Lanco Infratech Ltd - India
- Therma Luzon, Inc, Philippines
- Coalindo Energy - Indonesia
- VISA Power Limited - India
- Central Electricity Authority - India
- Gujarat Mineral Development Corp Ltd - India
- Goldman Sachs - Singapore
- Formosa Plastics Group - Taiwan
- Simpson Spence & Young - Indonesia
- Bhushan Steel Limited - India
- Independent Power Producers Association of India
- PowerSource Philippines DevCo
- Global Coal Blending Company Limited - Australia
- Sarangani Energy Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Price Waterhouse Coopers - Russia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Central Java Power - Indonesia
- Kepco SPC Power Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- LBH Netherlands Bv - Netherlands
- Bulk Trading Sa - Switzerland
- AsiaOL BioFuels Corp., Philippines
- Altura Mining Limited, Indonesia
- Thiess Contractors Indonesia
- Antam Resourcindo - Indonesia
- San Jose City I Power Corp, Philippines
- India Bulls Power Limited - India
- Bhatia International Limited - India
- Kartika Selabumi Mining - Indonesia
- Baramulti Group, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Bukit Makmur.PT - Indonesia
- Kobexindo Tractors - Indoneisa
- Banpu Public Company Limited - Thailand
- Commonwealth Bank - Australia
- Latin American Coal - Colombia
- Sindya Power Generating Company Private Ltd
- Electricity Generating Authority of Thailand
- Leighton Contractors Pty Ltd - Australia
- Oldendorff Carriers - Singapore
- Iligan Light & Power Inc, Philippines
- Wilmar Investment Holdings
- Ministry of Finance - Indonesia
- Salva Resources Pvt Ltd - India
- Agrawal Coal Company - India
- Indian Oil Corporation Limited
- Jindal Steel & Power Ltd - India
- Bhoruka Overseas - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Krishnapatnam Port Company Ltd. - India
- Chamber of Mines of South Africa
- Electricity Authority, New Zealand
- Star Paper Mills Limited - India
- Kapuas Tunggal Persada - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Madhucon Powers Ltd - India
- Georgia Ports Authority, United States
- Vedanta Resources Plc - India
- Singapore Mercantile Exchange
- South Luzon Thermal Energy Corporation
- Gujarat Sidhee Cement - India
- Indika Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Edison Trading Spa - Italy
- Eastern Coal Council - USA
- Samtan Co., Ltd - South Korea
- Aditya Birla Group - India
- Siam City Cement PLC, Thailand
- Grasim Industreis Ltd - India
- Globalindo Alam Lestari - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Planning Commission, India
- Semirara Mining and Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Wood Mackenzie - Singapore
- TeaM Sual Corporation - Philippines
- Thai Mozambique Logistica
- Global Green Power PLC Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Borneo Indobara - Indonesia
- The State Trading Corporation of India Ltd
- Energy Development Corp, Philippines
- Eastern Energy - Thailand
- Kaltim Prima Coal - Indonesia
- Deloitte Consulting - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Uttam Galva Steels Limited - India
- Attock Cement Pakistan Limited
- Karaikal Port Pvt Ltd - India
- Tamil Nadu electricity Board
- Parliament of New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Merrill Lynch Commodities Europe
- Sakthi Sugars Limited - India
- Carbofer General Trading SA - India
- Coal and Oil Company - UAE
- Toyota Tsusho Corporation, Japan
- Bangladesh Power Developement Board
- Mercator Lines Limited - India
- GVK Power & Infra Limited - India
- Jorong Barutama Greston.PT - Indonesia
- The University of Queensland
- Cigading International Bulk Terminal - Indonesia
- Posco Energy - South Korea
- Bahari Cakrawala Sebuku - Indonesia
- IEA Clean Coal Centre - UK
- Videocon Industries ltd - India
- GAC Shipping (India) Pvt Ltd
- Sical Logistics Limited - India
- Intertek Mineral Services - Indonesia
- Larsen & Toubro Limited - India
- Sree Jayajothi Cements Limited - India
- Indogreen Group - Indonesia
- Makarim & Taira - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Global Business Power Corporation, Philippines
- Bharathi Cement Corporation - India
- Africa Commodities Group - South Africa
- Billiton Holdings Pty Ltd - Australia
- Port Waratah Coal Services - Australia
- Savvy Resources Ltd - HongKong
- Ambuja Cements Ltd - India
- McConnell Dowell - Australia
- Mjunction Services Limited - India
- Mintek Dendrill Indonesia
- Marubeni Corporation - India
- Petron Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Orica Australia Pty. Ltd.
- MS Steel International - UAE
- Neyveli Lignite Corporation Ltd, - India
- Directorate Of Revenue Intelligence - India
- Barasentosa Lestari - Indonesia
- CIMB Investment Bank - Malaysia
- Kideco Jaya Agung - Indonesia
- Interocean Group of Companies - India
- Jaiprakash Power Ventures ltd
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