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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, 15 March 17
SHIPPING MARKET INSIGHT - GEORGE PANAGOPOULOS
Over the past two weeks, the Dry Baltic Index has been on an upward trend, breaking the 1000 point mark and creating a positive sentiment for the u ...
Tuesday, 14 March 17
ORDERBOOK-TO-FEET RATIO DECREASING; THE FREIGHT MARKET IMPROVING
It seems as though the renewed optimism that has arisen from the recent upward trends being noted in the freight market, the dry bulk market has be ...
Monday, 13 March 17
PORT OF NEWCASTLE HAS SHIPPED 11.563 MILLION TONS COAL IN FEBRUARY 2017; DECLINED 12.19 PERCENT M/M
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export ports has shipped $AU 1,4 ...
Monday, 13 March 17
INDO - INDIA COAL FREIGHT RATES STAY FIRM
COALspot.com: The Freight market was continuing to firming up.
The Baltic Exchange, tracking rates for ships carrying dry bulk commodities ros ...
Friday, 10 March 17
ESTIMATED U.S. COAL PRODUCTION ALMOST FLAT WEEK ENDED MARCH 4, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.7 million short ton ...
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- Mjunction Services Limited - India
- Mercuria Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Kohat Cement Company Ltd. - Pakistan
- Sakthi Sugars Limited - India
- Power Finance Corporation Ltd., India
- Simpson Spence & Young - Indonesia
- The State Trading Corporation of India Ltd
- Mercator Lines Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Maheswari Brothers Coal Limited - India
- Bhushan Steel Limited - India
- Lanco Infratech Ltd - India
- Manunggal Multi Energi - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Bhoruka Overseas - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Electricity Authority, New Zealand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Aboitiz Power Corporation - Philippines
- Agrawal Coal Company - India
- Bhatia International Limited - India
- SN Aboitiz Power Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Maharashtra Electricity Regulatory Commission - India
- Indo Tambangraya Megah - Indonesia
- Central Electricity Authority - India
- GMR Energy Limited - India
- Star Paper Mills Limited - India
- Sindya Power Generating Company Private Ltd
- London Commodity Brokers - England
- Toyota Tsusho Corporation, Japan
- Thai Mozambique Logistica
- PNOC Exploration Corporation - Philippines
- Trasteel International SA, Italy
- Pendopo Energi Batubara - Indonesia
- Indika Energy - Indonesia
- The University of Queensland
- Vijayanagar Sugar Pvt Ltd - India
- Meralco Power Generation, Philippines
- Siam City Cement - Thailand
- Uttam Galva Steels Limited - India
- GVK Power & Infra Limited - India
- Ministry of Finance - Indonesia
- VISA Power Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Independent Power Producers Association of India
- Global Business Power Corporation, Philippines
- Dalmia Cement Bharat India
- Heidelberg Cement - Germany
- Grasim Industreis Ltd - India
- Deloitte Consulting - India
- Mintek Dendrill Indonesia
- International Coal Ventures Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Australian Commodity Traders Exchange
- Alfred C Toepfer International GmbH - Germany
- Chamber of Mines of South Africa
- Asmin Koalindo Tuhup - Indonesia
- Sree Jayajothi Cements Limited - India
- PTC India Limited - India
- Semirara Mining Corp, Philippines
- PowerSource Philippines DevCo
- Holcim Trading Pte Ltd - Singapore
- Bukit Makmur.PT - Indonesia
- Ind-Barath Power Infra Limited - India
- Semirara Mining and Power Corporation, Philippines
- Carbofer General Trading SA - India
- Kartika Selabumi Mining - Indonesia
- Parry Sugars Refinery, India
- Therma Luzon, Inc, Philippines
- Riau Bara Harum - Indonesia
- Malabar Cements Ltd - India
- Tamil Nadu electricity Board
- Gujarat Electricity Regulatory Commission - India
- ICICI Bank Limited - India
- TeaM Sual Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Transport, Egypt
- Leighton Contractors Pty Ltd - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coalindo Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Kapuas Tunggal Persada - Indonesia
- CIMB Investment Bank - Malaysia
- OPG Power Generation Pvt Ltd - India
- Bangladesh Power Developement Board
- TNB Fuel Sdn Bhd - Malaysia
- Planning Commission, India
- Kaltim Prima Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Rio Tinto Coal - Australia
- Barasentosa Lestari - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Latin American Coal - Colombia
- Aditya Birla Group - India
- Wilmar Investment Holdings
- Central Java Power - Indonesia
- Africa Commodities Group - South Africa
- Savvy Resources Ltd - HongKong
- Bahari Cakrawala Sebuku - Indonesia
- Directorate Of Revenue Intelligence - India
- Sojitz Corporation - Japan
- White Energy Company Limited
- Orica Australia Pty. Ltd.
- Antam Resourcindo - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Indian Oil Corporation Limited
- Oldendorff Carriers - Singapore
- Marubeni Corporation - India
- Tata Chemicals Ltd - India
- Baramulti Group, Indonesia
- Gujarat Sidhee Cement - India
- Goldman Sachs - Singapore
- San Jose City I Power Corp, Philippines
- Electricity Generating Authority of Thailand
- Kobexindo Tractors - Indoneisa
- ASAPP Information Group - India
- Energy Link Ltd, New Zealand
- Chettinad Cement Corporation Ltd - India
- Attock Cement Pakistan Limited
- The Treasury - Australian Government
- Intertek Mineral Services - Indonesia
- Edison Trading Spa - Italy
- Kalimantan Lumbung Energi - Indonesia
- Coal and Oil Company - UAE
- Timah Investasi Mineral - Indoneisa
- Karaikal Port Pvt Ltd - India
- New Zealand Coal & Carbon
- Posco Energy - South Korea
- Romanian Commodities Exchange
- Globalindo Alam Lestari - Indonesia
- Xindia Steels Limited - India
- Global Green Power PLC Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Makarim & Taira - Indonesia
- Miang Besar Coal Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Parliament of New Zealand
- Global Coal Blending Company Limited - Australia
- Medco Energi Mining Internasional
- Indian Energy Exchange, India
- Eastern Coal Council - USA
- Orica Mining Services - Indonesia
- CNBM International Corporation - China
- Sical Logistics Limited - India
- Indogreen Group - Indonesia
- Meenaskhi Energy Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- Economic Council, Georgia
- Iligan Light & Power Inc, Philippines
- Kumho Petrochemical, South Korea
- India Bulls Power Limited - India
- Videocon Industries ltd - India
- GAC Shipping (India) Pvt Ltd
- Madhucon Powers Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Essar Steel Hazira Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Salva Resources Pvt Ltd - India
- Wood Mackenzie - Singapore
- AsiaOL BioFuels Corp., Philippines
- Renaissance Capital - South Africa
- Borneo Indobara - Indonesia
- Interocean Group of Companies - India
- Larsen & Toubro Limited - India
- South Luzon Thermal Energy Corporation
- Banpu Public Company Limited - Thailand
- Straits Asia Resources Limited - Singapore
- Bharathi Cement Corporation - India
- Indonesian Coal Mining Association
- Commonwealth Bank - Australia
- Anglo American - United Kingdom
- Cement Manufacturers Association - India
- Vizag Seaport Private Limited - India
- Singapore Mercantile Exchange
- McConnell Dowell - Australia
- Ministry of Mines - Canada
- Australian Coal Association
- SMC Global Power, Philippines
- Formosa Plastics Group - Taiwan
- Kideco Jaya Agung - Indonesia
- Vedanta Resources Plc - India
- European Bulk Services B.V. - Netherlands
- Georgia Ports Authority, United States
- Altura Mining Limited, Indonesia
- Bukit Baiduri Energy - Indonesia
- Port Waratah Coal Services - Australia
- Siam City Cement PLC, Thailand
- Neyveli Lignite Corporation Ltd, - India
- SMG Consultants - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- IEA Clean Coal Centre - UK
- Pipit Mutiara Jaya. PT, Indonesia
- Jaiprakash Power Ventures ltd
- MS Steel International - UAE
- Jindal Steel & Power Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Merrill Lynch Commodities Europe
- Thiess Contractors Indonesia
- Standard Chartered Bank - UAE
- Minerals Council of Australia
- Bayan Resources Tbk. - Indonesia
- Metalloyd Limited - United Kingdom
- Energy Development Corp, Philippines
- Ambuja Cements Ltd - India
- IHS Mccloskey Coal Group - USA
- Eastern Energy - Thailand
- LBH Netherlands Bv - Netherlands
- Petron Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Binh Thuan Hamico - Vietnam
- Kepco SPC Power Corporation, Philippines
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