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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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Friday, 10 March 17
THE 5TH PHILIPPINES POWER AND ELECTRICITY WEEK RETURNS WITH A UNIQUE FOCUS IN 2017
5th Annual Philippines Power & Electricity
18-21 July 2017
Solaire Resort & Casino,Manila, Philippines
http://www.philippinespowe ...
Thursday, 09 March 17
INDONESIAN COAL BENCHMARK PRICE DROPPED FOR A THIRD STRAIGHT MONTH IN MARCH, GOVERNMENT DATA SHOWED
COALspot.com: Indonesian government declared coal benchmark price dropped for a fourth straight month in March, government data showed. The ...
Wednesday, 08 March 17
THE FREIGHT MARKET TODAY PROVIDES MUCH MORE CONFIDENCE COMPARED TO LAST YEAR - TIMOS PAPADIMITRIOU
So what's all the fuss about? During the past five months SnP activity has being surging exponentially in the dry bulk sector. Buyers are looki ...
Monday, 06 March 17
THE FREIGHT MARKET WAS CONTINUING TO FIRM UP THIS PAST WEEK
COALspot.com: The Freight market was continuing to firm up this past week.
The Baltic Exchange, tracking rates for ships carrying dry bulk com ...
Friday, 03 March 17
U.S. WEEKLY COAL PRODUCTION ESTIMATED AT 15.7 MMST; DECLINE 6.7% W/W - 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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- San Jose City I Power Corp, Philippines
- White Energy Company Limited
- Indo Tambangraya Megah - Indonesia
- Metalloyd Limited - United Kingdom
- Ambuja Cements Ltd - India
- Renaissance Capital - South Africa
- Karaikal Port Pvt Ltd - India
- Parry Sugars Refinery, India
- Oldendorff Carriers - Singapore
- Global Green Power PLC Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Cement Manufacturers Association - India
- Meralco Power Generation, Philippines
- Bukit Makmur.PT - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Dalmia Cement Bharat India
- Indian Oil Corporation Limited
- GMR Energy Limited - India
- Carbofer General Trading SA - India
- Kohat Cement Company Ltd. - Pakistan
- Maheswari Brothers Coal Limited - India
- The University of Queensland
- Central Electricity Authority - India
- Petron Corporation, Philippines
- Mintek Dendrill Indonesia
- Thiess Contractors Indonesia
- Madhucon Powers Ltd - India
- Bhoruka Overseas - Indonesia
- Agrawal Coal Company - India
- Posco Energy - South Korea
- Energy Link Ltd, New Zealand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Karbindo Abesyapradhi - Indoneisa
- Singapore Mercantile Exchange
- Banpu Public Company Limited - Thailand
- Deloitte Consulting - India
- OPG Power Generation Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Semirara Mining Corp, Philippines
- Tamil Nadu electricity Board
- Manunggal Multi Energi - Indonesia
- Edison Trading Spa - Italy
- Borneo Indobara - Indonesia
- Romanian Commodities Exchange
- Kideco Jaya Agung - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- PowerSource Philippines DevCo
- Eastern Coal Council - USA
- Aditya Birla Group - India
- Australian Commodity Traders Exchange
- Tata Chemicals Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Heidelberg Cement - Germany
- The State Trading Corporation of India Ltd
- Gujarat Electricity Regulatory Commission - India
- Mercator Lines Limited - India
- Power Finance Corporation Ltd., India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Coal Blending Company Limited - Australia
- Wilmar Investment Holdings
- ICICI Bank Limited - India
- Sindya Power Generating Company Private Ltd
- Xindia Steels Limited - India
- GAC Shipping (India) Pvt Ltd
- PTC India Limited - India
- Vizag Seaport Private Limited - India
- Sakthi Sugars Limited - India
- PNOC Exploration Corporation - Philippines
- Formosa Plastics Group - Taiwan
- McConnell Dowell - Australia
- Samtan Co., Ltd - South Korea
- Toyota Tsusho Corporation, Japan
- Mercuria Energy - Indonesia
- Savvy Resources Ltd - HongKong
- SMG Consultants - Indonesia
- LBH Netherlands Bv - Netherlands
- Ministry of Transport, Egypt
- Ministry of Mines - Canada
- IHS Mccloskey Coal Group - USA
- Coastal Gujarat Power Limited - India
- ASAPP Information Group - India
- Orica Mining Services - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Vedanta Resources Plc - India
- London Commodity Brokers - England
- Gujarat Mineral Development Corp Ltd - India
- Trasteel International SA, Italy
- Latin American Coal - Colombia
- Indika Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Attock Cement Pakistan Limited
- Sical Logistics Limited - India
- AsiaOL BioFuels Corp., Philippines
- Iligan Light & Power Inc, Philippines
- Grasim Industreis Ltd - India
- MS Steel International - UAE
- Kepco SPC Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Barasentosa Lestari - Indonesia
- Essar Steel Hazira Ltd - India
- Directorate Of Revenue Intelligence - India
- Global Business Power Corporation, Philippines
- Port Waratah Coal Services - Australia
- Electricity Authority, New Zealand
- Chamber of Mines of South Africa
- The Treasury - Australian Government
- Therma Luzon, Inc, Philippines
- Gujarat Sidhee Cement - India
- Malabar Cements Ltd - India
- Georgia Ports Authority, United States
- Africa Commodities Group - South Africa
- Ind-Barath Power Infra Limited - India
- IEA Clean Coal Centre - UK
- New Zealand Coal & Carbon
- Jindal Steel & Power Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- CNBM International Corporation - China
- Sojitz Corporation - Japan
- Minerals Council of Australia
- Sarangani Energy Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Asam (Persero) Tbk - Indonesia
- Videocon Industries ltd - India
- India Bulls Power Limited - India
- Commonwealth Bank - Australia
- GN Power Mariveles Coal Plant, Philippines
- European Bulk Services B.V. - Netherlands
- Salva Resources Pvt Ltd - India
- Bangladesh Power Developement Board
- Larsen & Toubro Limited - India
- Electricity Generating Authority of Thailand
- Globalindo Alam Lestari - Indonesia
- Bulk Trading Sa - Switzerland
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Rashtriya Ispat Nigam Limited - India
- Bhushan Steel Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Goldman Sachs - Singapore
- Medco Energi Mining Internasional
- Kartika Selabumi Mining - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Kapuas Tunggal Persada - Indonesia
- Meenaskhi Energy Private Limited - India
- Bhatia International Limited - India
- Billiton Holdings Pty Ltd - Australia
- Ministry of Finance - Indonesia
- Aboitiz Power Corporation - Philippines
- Orica Australia Pty. Ltd.
- TeaM Sual Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Interocean Group of Companies - India
- SMC Global Power, Philippines
- Rio Tinto Coal - Australia
- Directorate General of MIneral and Coal - Indonesia
- Coalindo Energy - Indonesia
- Bharathi Cement Corporation - India
- Simpson Spence & Young - Indonesia
- Standard Chartered Bank - UAE
- International Coal Ventures Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Eastern Energy - Thailand
- Riau Bara Harum - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Baramulti Group, Indonesia
- Makarim & Taira - Indonesia
- Uttam Galva Steels Limited - India
- Jaiprakash Power Ventures ltd
- Straits Asia Resources Limited - Singapore
- Binh Thuan Hamico - Vietnam
- South Luzon Thermal Energy Corporation
- Krishnapatnam Port Company Ltd. - India
- Independent Power Producers Association of India
- Siam City Cement - Thailand
- Kobexindo Tractors - Indoneisa
- VISA Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Australian Coal Association
- Wood Mackenzie - Singapore
- Intertek Mineral Services - Indonesia
- Indonesian Coal Mining Association
- Cigading International Bulk Terminal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Siam City Cement PLC, Thailand
- Pendopo Energi Batubara - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Leighton Contractors Pty Ltd - Australia
- Indogreen Group - Indonesia
- Planning Commission, India
- Vijayanagar Sugar Pvt Ltd - India
- Anglo American - United Kingdom
- Central Java Power - Indonesia
- Timah Investasi Mineral - Indoneisa
- Coal and Oil Company - UAE
- GVK Power & Infra Limited - India
- Sree Jayajothi Cements Limited - India
- Indian Energy Exchange, India
- Merrill Lynch Commodities Europe
- Lanco Infratech Ltd - India
- Mjunction Services Limited - India
- Thai Mozambique Logistica
- Energy Development Corp, Philippines
- Marubeni Corporation - India
- Bayan Resources Tbk. - Indonesia
- Economic Council, Georgia
- Altura Mining Limited, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- CIMB Investment Bank - Malaysia
- Parliament of New Zealand
- Asmin Koalindo Tuhup - Indonesia
- Antam Resourcindo - Indonesia
- Kumho Petrochemical, South Korea
- Star Paper Mills Limited - India
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