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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, 21 March 17
JAPAN'S RENEWED COMMITMENT TO COAL - BENJAMIN SPORTON
Japan is one of the largest economies in the world, and has long been a major consumer and importer of energy and a leader in energy technology dev ...
Monday, 20 March 17
IS THE DRY BULK INDUSTRY STILL ON TRACK FOR PROFITABILITY IN 2019? - PETER SAND
The industry remains well on target for profitable freight rates in 2019! This relies however, on the projected fleet supply growth rate of 0% in 2 ...
Friday, 17 March 17
U.S WEEKLY COAL OUTPUT VOLUME SLIDES 6.5 PERCENT WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 14.7 million short ton ...
Thursday, 16 March 17
CHINA IMPOSING TOUGHER CONTROLS ON LOW-QUALITY COAL IMPORTS
China is ramping up controls on imports of low-quality coal due to concerns about smog and overcapacity in the world’s top coal consumer, a g ...
Thursday, 16 March 17
CAPESIZE: SHOWING STRENGTH; PANAMAX: VERY QUIET - FEARNLEYS
Supramax
The Atlantic market faced less activity from the USG whereas at the Cont tonnage seemed to tighten up with more cargoes emerging. Despit ...
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- Trasteel International SA, Italy
- Eastern Energy - Thailand
- Port Waratah Coal Services - Australia
- International Coal Ventures Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Samtan Co., Ltd - South Korea
- Madhucon Powers Ltd - India
- India Bulls Power Limited - India
- Metalloyd Limited - United Kingdom
- CNBM International Corporation - China
- Economic Council, Georgia
- Savvy Resources Ltd - HongKong
- Iligan Light & Power Inc, Philippines
- Bukit Makmur.PT - Indonesia
- Global Business Power Corporation, Philippines
- Tata Chemicals Ltd - India
- Ministry of Mines - Canada
- Kumho Petrochemical, South Korea
- Coal and Oil Company - UAE
- IEA Clean Coal Centre - UK
- Gujarat Electricity Regulatory Commission - India
- Pendopo Energi Batubara - Indonesia
- Tamil Nadu electricity Board
- Holcim Trading Pte Ltd - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Ministry of Finance - Indonesia
- Maheswari Brothers Coal Limited - India
- TeaM Sual Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Central Java Power - Indonesia
- The State Trading Corporation of India Ltd
- Petron Corporation, Philippines
- Sical Logistics Limited - India
- Gujarat Mineral Development Corp Ltd - India
- European Bulk Services B.V. - Netherlands
- Miang Besar Coal Terminal - Indonesia
- PNOC Exploration Corporation - Philippines
- ICICI Bank Limited - India
- Coastal Gujarat Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- Toyota Tsusho Corporation, Japan
- Alfred C Toepfer International GmbH - Germany
- Wood Mackenzie - Singapore
- Indo Tambangraya Megah - Indonesia
- CIMB Investment Bank - Malaysia
- Ind-Barath Power Infra Limited - India
- London Commodity Brokers - England
- Xindia Steels Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Transport, Egypt
- Borneo Indobara - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- GAC Shipping (India) Pvt Ltd
- Indonesian Coal Mining Association
- Riau Bara Harum - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Globalindo Alam Lestari - Indonesia
- Independent Power Producers Association of India
- Indian Energy Exchange, India
- Indian Oil Corporation Limited
- Krishnapatnam Port Company Ltd. - India
- Maharashtra Electricity Regulatory Commission - India
- Lanco Infratech Ltd - India
- Jaiprakash Power Ventures ltd
- Binh Thuan Hamico - Vietnam
- Heidelberg Cement - Germany
- Kapuas Tunggal Persada - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Therma Luzon, Inc, Philippines
- Africa Commodities Group - South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karaikal Port Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- OPG Power Generation Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Thai Mozambique Logistica
- IHS Mccloskey Coal Group - USA
- Australian Commodity Traders Exchange
- Mercator Lines Limited - India
- Barasentosa Lestari - Indonesia
- Intertek Mineral Services - Indonesia
- Orica Australia Pty. Ltd.
- Medco Energi Mining Internasional
- GVK Power & Infra Limited - India
- Mintek Dendrill Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Salva Resources Pvt Ltd - India
- Marubeni Corporation - India
- Oldendorff Carriers - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Siam City Cement - Thailand
- ASAPP Information Group - India
- Pipit Mutiara Jaya. PT, Indonesia
- Interocean Group of Companies - India
- Chamber of Mines of South Africa
- Larsen & Toubro Limited - India
- Thiess Contractors Indonesia
- Australian Coal Association
- Grasim Industreis Ltd - India
- Electricity Authority, New Zealand
- Parliament of New Zealand
- Petrochimia International Co. Ltd.- Taiwan
- South Luzon Thermal Energy Corporation
- Kobexindo Tractors - Indoneisa
- Sindya Power Generating Company Private Ltd
- Timah Investasi Mineral - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Cement Manufacturers Association - India
- MS Steel International - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- White Energy Company Limited
- VISA Power Limited - India
- Carbofer General Trading SA - India
- Mercuria Energy - Indonesia
- Wilmar Investment Holdings
- Gujarat Sidhee Cement - India
- Price Waterhouse Coopers - Russia
- Sarangani Energy Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Edison Trading Spa - Italy
- Bhatia International Limited - India
- Standard Chartered Bank - UAE
- Straits Asia Resources Limited - Singapore
- Malabar Cements Ltd - India
- Ambuja Cements Ltd - India
- Romanian Commodities Exchange
- Indogreen Group - Indonesia
- Attock Cement Pakistan Limited
- Kepco SPC Power Corporation, Philippines
- GMR Energy Limited - India
- Siam City Cement PLC, Thailand
- Meenaskhi Energy Private Limited - India
- Makarim & Taira - Indonesia
- Parry Sugars Refinery, India
- Aboitiz Power Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- Manunggal Multi Energi - Indonesia
- McConnell Dowell - Australia
- The Treasury - Australian Government
- Meralco Power Generation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bangladesh Power Developement Board
- Goldman Sachs - Singapore
- The University of Queensland
- Simpson Spence & Young - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Agrawal Coal Company - India
- Latin American Coal - Colombia
- PTC India Limited - India
- Minerals Council of Australia
- Electricity Generating Authority of Thailand
- Renaissance Capital - South Africa
- Orica Mining Services - Indonesia
- Planning Commission, India
- Bhushan Steel Limited - India
- Sree Jayajothi Cements Limited - India
- Indika Energy - Indonesia
- Baramulti Group, Indonesia
- Singapore Mercantile Exchange
- Power Finance Corporation Ltd., India
- San Jose City I Power Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Cigading International Bulk Terminal - Indonesia
- Posco Energy - South Korea
- Merrill Lynch Commodities Europe
- Commonwealth Bank - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Altura Mining Limited, Indonesia
- SMG Consultants - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Bayan Resources Tbk. - Indonesia
- Sakthi Sugars Limited - India
- Semirara Mining and Power Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Formosa Plastics Group - Taiwan
- Eastern Coal Council - USA
- New Zealand Coal & Carbon
- Central Electricity Authority - India
- Essar Steel Hazira Ltd - India
- Star Paper Mills Limited - India
- Global Coal Blending Company Limited - Australia
- Bhoruka Overseas - Indonesia
- Bulk Trading Sa - Switzerland
- Aditya Birla Group - India
- Kohat Cement Company Ltd. - Pakistan
- Kideco Jaya Agung - Indonesia
- Directorate Of Revenue Intelligence - India
- Mjunction Services Limited - India
- SN Aboitiz Power Inc, Philippines
- Videocon Industries ltd - India
- Vizag Seaport Private Limited - India
- Energy Development Corp, Philippines
- PowerSource Philippines DevCo
- Georgia Ports Authority, United States
- Deloitte Consulting - India
- SMC Global Power, Philippines
- Banpu Public Company Limited - Thailand
- Ceylon Electricity Board - Sri Lanka
- Billiton Holdings Pty Ltd - Australia
- Dalmia Cement Bharat India
- Energy Link Ltd, New Zealand
- Directorate General of MIneral and Coal - Indonesia
- Coalindo Energy - Indonesia
- Bharathi Cement Corporation - India
- Rio Tinto Coal - Australia
- Kaltim Prima Coal - Indonesia
- Antam Resourcindo - Indonesia
- Vedanta Resources Plc - India
- Sojitz Corporation - Japan
- Anglo American - United Kingdom
- Jindal Steel & Power Ltd - India
- Uttam Galva Steels Limited - India
- Semirara Mining Corp, Philippines
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