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, 24 March 17
U.S COAL PRODUCTION ESTIMATE DECLINE 4.4% W/W - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 14.1 million short tons ...
Thursday, 23 March 17
CAPESIZE: TAKING A BREATHER AFTER RALLYING - BUT OUTLOOK FOR WEEKS TO COME NOT SCARY - FEARNLEYS
Supramax
In the Pacific the market seems somewhat slower this week, although healthy rates still being achieved said Fearnleys in its latest week ...
Thursday, 23 March 17
KOREA MIDLAND POWER COMPANY LIMITED INVITES BIDS FOR TOTAL 4.77 MILLION TONS OF BITUMINOUS COAL FOR ITS BORYEONG POWER PLANT
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 2,090,000 Metric Tons of Bituminous coal f ...
Wednesday, 22 March 17
THE DRY BULK MARKET HAS UNDOUBTEDLY REBOUNDED SINCE THE SAME PERIOD LAST YEAR - KONSTANTINOS KONTOMICHIS
The Dry Bulk market has undoubtedly rebounded since the same period last year and currently enjoys healthier freight rates. The positive reversal i ...
Tuesday, 21 March 17
DESPITE THE CHALLENGING MARKET SITUATION IN 2016 THE DELTA DUNIA MAKMUR HAS ACHIEVED A NET PROFIT OF US$37 MILLION
COALspot.com: PT Delta Dunia Makmur Tbk. has announced its financial results for the period ended December 31, 2016.
Despite challenging marke ...
|
|
|
Showing 2091 to 2095 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Ambuja Cements Ltd - India
- Timah Investasi Mineral - Indoneisa
- PNOC Exploration Corporation - Philippines
- GMR Energy Limited - India
- Standard Chartered Bank - UAE
- LBH Netherlands Bv - Netherlands
- Bulk Trading Sa - Switzerland
- India Bulls Power Limited - India
- Rio Tinto Coal - Australia
- Dalmia Cement Bharat India
- Jorong Barutama Greston.PT - Indonesia
- SN Aboitiz Power Inc, Philippines
- Tamil Nadu electricity Board
- CIMB Investment Bank - Malaysia
- Cigading International Bulk Terminal - Indonesia
- Georgia Ports Authority, United States
- Aditya Birla Group - India
- IEA Clean Coal Centre - UK
- Eastern Energy - Thailand
- Riau Bara Harum - Indonesia
- Chettinad Cement Corporation Ltd - India
- Bhatia International Limited - India
- Orica Australia Pty. Ltd.
- Bukit Makmur.PT - Indonesia
- Thai Mozambique Logistica
- PowerSource Philippines DevCo
- Wood Mackenzie - Singapore
- Pendopo Energi Batubara - Indonesia
- Indo Tambangraya Megah - Indonesia
- International Coal Ventures Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Leighton Contractors Pty Ltd - Australia
- Sree Jayajothi Cements Limited - India
- Indian Oil Corporation Limited
- Indika Energy - Indonesia
- Coal and Oil Company - UAE
- Oldendorff Carriers - Singapore
- Metalloyd Limited - United Kingdom
- Global Green Power PLC Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Ceylon Electricity Board - Sri Lanka
- Parliament of New Zealand
- Jindal Steel & Power Ltd - India
- Attock Cement Pakistan Limited
- Gujarat Mineral Development Corp Ltd - India
- The University of Queensland
- Kapuas Tunggal Persada - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Jaiprakash Power Ventures ltd
- Vedanta Resources Plc - India
- Thiess Contractors Indonesia
- Borneo Indobara - Indonesia
- Salva Resources Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Toyota Tsusho Corporation, Japan
- Simpson Spence & Young - Indonesia
- Heidelberg Cement - Germany
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- GVK Power & Infra Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- CNBM International Corporation - China
- Kalimantan Lumbung Energi - Indonesia
- Therma Luzon, Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Australian Commodity Traders Exchange
- Semirara Mining Corp, Philippines
- Anglo American - United Kingdom
- Mintek Dendrill Indonesia
- OPG Power Generation Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Tata Chemicals Ltd - India
- Sinarmas Energy and Mining - Indonesia
- PTC India Limited - India
- ICICI Bank Limited - India
- Straits Asia Resources Limited - Singapore
- Alfred C Toepfer International GmbH - Germany
- Vizag Seaport Private Limited - India
- Sojitz Corporation - Japan
- Kobexindo Tractors - Indoneisa
- GAC Shipping (India) Pvt Ltd
- Central Electricity Authority - India
- Kumho Petrochemical, South Korea
- Krishnapatnam Port Company Ltd. - India
- Commonwealth Bank - Australia
- Mercuria Energy - Indonesia
- Power Finance Corporation Ltd., India
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Mines - Canada
- Directorate General of MIneral and Coal - Indonesia
- Australian Coal Association
- Xindia Steels Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Baramulti Group, Indonesia
- Videocon Industries ltd - India
- Bharathi Cement Corporation - India
- Formosa Plastics Group - Taiwan
- Kideco Jaya Agung - Indonesia
- Mercator Lines Limited - India
- Indogreen Group - Indonesia
- Minerals Council of Australia
- Makarim & Taira - Indonesia
- Miang Besar Coal Terminal - Indonesia
- South Luzon Thermal Energy Corporation
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Siam City Cement - Thailand
- Electricity Authority, New Zealand
- Trasteel International SA, Italy
- Electricity Generating Authority of Thailand
- Merrill Lynch Commodities Europe
- Ministry of Transport, Egypt
- Uttam Galva Steels Limited - India
- Petron Corporation, Philippines
- Bhushan Steel Limited - India
- Sical Logistics Limited - India
- Parry Sugars Refinery, India
- Marubeni Corporation - India
- Africa Commodities Group - South Africa
- Orica Mining Services - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Maheswari Brothers Coal Limited - India
- Global Coal Blending Company Limited - Australia
- PetroVietnam Power Coal Import and Supply Company
- Mjunction Services Limited - India
- Kepco SPC Power Corporation, Philippines
- Meralco Power Generation, Philippines
- Central Java Power - Indonesia
- Manunggal Multi Energi - Indonesia
- SMG Consultants - Indonesia
- ASAPP Information Group - India
- Siam City Cement PLC, Thailand
- The Treasury - Australian Government
- SMC Global Power, Philippines
- Intertek Mineral Services - Indonesia
- Meenaskhi Energy Private Limited - India
- Rashtriya Ispat Nigam Limited - India
- Planning Commission, India
- Karaikal Port Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Ministry of Finance - Indonesia
- IHS Mccloskey Coal Group - USA
- Antam Resourcindo - Indonesia
- Iligan Light & Power Inc, Philippines
- Bangladesh Power Developement Board
- Medco Energi Mining Internasional
- Banpu Public Company Limited - Thailand
- Semirara Mining and Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Kartika Selabumi Mining - Indonesia
- The State Trading Corporation of India Ltd
- Wilmar Investment Holdings
- Altura Mining Limited, Indonesia
- Samtan Co., Ltd - South Korea
- Sakthi Sugars Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kohat Cement Company Ltd. - Pakistan
- Posco Energy - South Korea
- Agrawal Coal Company - India
- Singapore Mercantile Exchange
- Karbindo Abesyapradhi - Indoneisa
- VISA Power Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Directorate Of Revenue Intelligence - India
- GN Power Mariveles Coal Plant, Philippines
- Port Waratah Coal Services - Australia
- European Bulk Services B.V. - Netherlands
- Energy Link Ltd, New Zealand
- Malabar Cements Ltd - India
- Barasentosa Lestari - Indonesia
- Latin American Coal - Colombia
- Goldman Sachs - Singapore
- Renaissance Capital - South Africa
- Binh Thuan Hamico - Vietnam
- Aboitiz Power Corporation - Philippines
- TeaM Sual Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- Kaltim Prima Coal - Indonesia
- White Energy Company Limited
- Bayan Resources Tbk. - Indonesia
- New Zealand Coal & Carbon
- Eastern Coal Council - USA
- Neyveli Lignite Corporation Ltd, - India
- Independent Power Producers Association of India
- Savvy Resources Ltd - HongKong
- Star Paper Mills Limited - India
- London Commodity Brokers - England
- Coastal Gujarat Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Madhucon Powers Ltd - India
- Global Business Power Corporation, Philippines
- Interocean Group of Companies - India
- Deloitte Consulting - India
- Sarangani Energy Corporation, Philippines
- Edison Trading Spa - Italy
- AsiaOL BioFuels Corp., Philippines
- McConnell Dowell - Australia
- Indian Energy Exchange, India
- Sindya Power Generating Company Private Ltd
- Lanco Infratech Ltd - India
- Grasim Industreis Ltd - India
- Coalindo Energy - Indonesia
- Cement Manufacturers Association - India
- Economic Council, Georgia
- Pipit Mutiara Jaya. PT, Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Chamber of Mines of South Africa
- MS Steel International - UAE
- Price Waterhouse Coopers - Russia
- Larsen & Toubro Limited - India
- Bhoruka Overseas - Indonesia
- Indonesian Coal Mining Association
- Energy Development Corp, Philippines
- Carbofer General Trading SA - India
- San Jose City I Power Corp, Philippines
- Romanian Commodities Exchange
|
| |
| |
|
