We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Friday, 28 April 17
DELTA DUNIA RECORDED $24 MILLION NET PROFIT FOR FIRST QUARTER OF 2017; UP 700% Y/Y
COALspot.com: PT Delta Dunia Makmur Tbk. has announced its financial results for the first quarter of 2017 yesterday. According to the ...
Thursday, 27 April 17
PACIFIC IS SOFTENING WITH MORE TONNAGE OPENING AND LESS COAL ORDERS AROUND - FEARNLEYS
Supramax
Relatively slow week, with both basins showing signs of cooling down. Although grain cargoes out ECSA and ECCA on Ultras still delivered ...
Wednesday, 26 April 17
IRON ORE PRICES HAVE BEEN ON A ROLLERCOASTER RIDE OVER THE LAST MONTH - CHRISTOPHER WHITTY
Iron ore prices have been on a rollercoaster ride over the last month. Prices started the year on a very positive note, surging up to their highest ...
Tuesday, 25 April 17
FIONA POUNDS: VALID TENDER OF NOTICE OF READINESS
KNOWLEDGE TO ELEVATE
In the recent English High Court case of MV Arundel Castle1, the Judge ruled that a vessel, that could not immediately pr ...
Tuesday, 25 April 17
SHIPPING MARKET - ALLIED
Over the weekend we witnessed a second win over the rising populism that has become present in global politics since last summer, Allied shipping s ...
|
|
|
Showing 2061 to 2065 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Sinarmas Energy and Mining - Indonesia
- Mjunction Services Limited - India
- Electricity Generating Authority of Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Thiess Contractors Indonesia
- Madhucon Powers Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Karaikal Port Pvt Ltd - India
- Thai Mozambique Logistica
- Indogreen Group - Indonesia
- GVK Power & Infra Limited - India
- Indika Energy - Indonesia
- Port Waratah Coal Services - Australia
- European Bulk Services B.V. - Netherlands
- Samtan Co., Ltd - South Korea
- Salva Resources Pvt Ltd - India
- Xindia Steels Limited - India
- Deloitte Consulting - India
- Electricity Authority, New Zealand
- Makarim & Taira - Indonesia
- Wilmar Investment Holdings
- Parliament of New Zealand
- Medco Energi Mining Internasional
- Coal and Oil Company - UAE
- IEA Clean Coal Centre - UK
- Baramulti Group, Indonesia
- Africa Commodities Group - South Africa
- Siam City Cement - Thailand
- Jorong Barutama Greston.PT - Indonesia
- Simpson Spence & Young - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Planning Commission, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Singapore Mercantile Exchange
- SN Aboitiz Power Inc, Philippines
- Uttam Galva Steels Limited - India
- Tamil Nadu electricity Board
- SMG Consultants - Indonesia
- Energy Link Ltd, New Zealand
- Asmin Koalindo Tuhup - Indonesia
- Dalmia Cement Bharat India
- CNBM International Corporation - China
- Latin American Coal - Colombia
- SMC Global Power, Philippines
- Larsen & Toubro Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Semirara Mining and Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Kalimantan Lumbung Energi - Indonesia
- Intertek Mineral Services - Indonesia
- Petron Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- McConnell Dowell - Australia
- Ambuja Cements Ltd - India
- International Coal Ventures Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Neyveli Lignite Corporation Ltd, - India
- Barasentosa Lestari - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- Agrawal Coal Company - India
- Kartika Selabumi Mining - Indonesia
- Global Green Power PLC Corporation, Philippines
- Parry Sugars Refinery, India
- Global Coal Blending Company Limited - Australia
- Metalloyd Limited - United Kingdom
- Antam Resourcindo - Indonesia
- Australian Coal Association
- Mercator Lines Limited - India
- Cement Manufacturers Association - India
- PowerSource Philippines DevCo
- Gujarat Mineral Development Corp Ltd - India
- OPG Power Generation Pvt Ltd - India
- Eastern Coal Council - USA
- Bhoruka Overseas - Indonesia
- Oldendorff Carriers - Singapore
- Manunggal Multi Energi - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Mintek Dendrill Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Merrill Lynch Commodities Europe
- Aditya Birla Group - India
- Trasteel International SA, Italy
- London Commodity Brokers - England
- Orica Mining Services - Indonesia
- Ind-Barath Power Infra Limited - India
- Central Java Power - Indonesia
- Edison Trading Spa - Italy
- PetroVietnam Power Coal Import and Supply Company
- Bhatia International Limited - India
- IHS Mccloskey Coal Group - USA
- Siam City Cement PLC, Thailand
- Therma Luzon, Inc, Philippines
- Binh Thuan Hamico - Vietnam
- GN Power Mariveles Coal Plant, Philippines
- Vedanta Resources Plc - India
- Bulk Trading Sa - Switzerland
- Coastal Gujarat Power Limited - India
- Bayan Resources Tbk. - Indonesia
- Attock Cement Pakistan Limited
- Sakthi Sugars Limited - India
- Vizag Seaport Private Limited - India
- Energy Development Corp, Philippines
- South Luzon Thermal Energy Corporation
- Commonwealth Bank - Australia
- Mercuria Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- Sical Logistics Limited - India
- Aboitiz Power Corporation - Philippines
- Lanco Infratech Ltd - India
- Riau Bara Harum - Indonesia
- Standard Chartered Bank - UAE
- Chamber of Mines of South Africa
- Posco Energy - South Korea
- Essar Steel Hazira Ltd - India
- Timah Investasi Mineral - Indoneisa
- Goldman Sachs - Singapore
- Bhushan Steel Limited - India
- PNOC Exploration Corporation - Philippines
- PTC India Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Semirara Mining Corp, Philippines
- The State Trading Corporation of India Ltd
- Bukit Makmur.PT - Indonesia
- Indian Oil Corporation Limited
- Renaissance Capital - South Africa
- ICICI Bank Limited - India
- New Zealand Coal & Carbon
- Ceylon Electricity Board - Sri Lanka
- VISA Power Limited - India
- Sindya Power Generating Company Private Ltd
- White Energy Company Limited
- Directorate General of MIneral and Coal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Central Electricity Authority - India
- Kobexindo Tractors - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Global Business Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Heidelberg Cement - Germany
- Miang Besar Coal Terminal - Indonesia
- Ministry of Finance - Indonesia
- Sojitz Corporation - Japan
- Altura Mining Limited, Indonesia
- Savvy Resources Ltd - HongKong
- Independent Power Producers Association of India
- Carbofer General Trading SA - India
- Indian Energy Exchange, India
- Gujarat Electricity Regulatory Commission - India
- Directorate Of Revenue Intelligence - India
- Karbindo Abesyapradhi - Indoneisa
- Iligan Light & Power Inc, Philippines
- Orica Australia Pty. Ltd.
- Banpu Public Company Limited - Thailand
- Star Paper Mills Limited - India
- Kumho Petrochemical, South Korea
- Minerals Council of Australia
- Globalindo Alam Lestari - Indonesia
- Eastern Energy - Thailand
- MS Steel International - UAE
- Indo Tambangraya Megah - Indonesia
- Kaltim Prima Coal - Indonesia
- GMR Energy Limited - India
- Jaiprakash Power Ventures ltd
- LBH Netherlands Bv - Netherlands
- Price Waterhouse Coopers - Russia
- Meralco Power Generation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Billiton Holdings Pty Ltd - Australia
- Tata Chemicals Ltd - India
- Sarangani Energy Corporation, Philippines
- Power Finance Corporation Ltd., India
- Wood Mackenzie - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- The Treasury - Australian Government
- Australian Commodity Traders Exchange
- Krishnapatnam Port Company Ltd. - India
- Videocon Industries ltd - India
- Malabar Cements Ltd - India
- Anglo American - United Kingdom
- Bangladesh Power Developement Board
- Indonesian Coal Mining Association
- San Jose City I Power Corp, Philippines
- Marubeni Corporation - India
- Borneo Indobara - Indonesia
- Ministry of Transport, Egypt
- India Bulls Power Limited - India
- ASAPP Information Group - India
- The University of Queensland
- Kapuas Tunggal Persada - Indonesia
- Romanian Commodities Exchange
- Petrochimia International Co. Ltd.- Taiwan
- Chettinad Cement Corporation Ltd - India
- Coalindo Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Maheswari Brothers Coal Limited - India
- Interocean Group of Companies - India
- Gujarat Sidhee Cement - India
- TeaM Sual Corporation - Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Rio Tinto Coal - Australia
- Leighton Contractors Pty Ltd - Australia
- Ministry of Mines - Canada
- Georgia Ports Authority, United States
- Alfred C Toepfer International GmbH - Germany
- Toyota Tsusho Corporation, Japan
- Kepco SPC Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Bharathi Cement Corporation - India
- Grasim Industreis Ltd - India
- Economic Council, Georgia
|
| |
| |
|
