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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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Thursday, 02 March 17
ULTRAMAX: INDONESIA TO INDIA COAL ROUNDS IS BEING FIXED AT AROUND MID 11K BSS SINGAPORE DELIVERY - FEARNLEYS
Supramax
Holiday mode within Atlantic i.e. very few movements but rates remained still positive, mostly in the USG region where tight tonnage sup ...
Wednesday, 01 March 17
2017 IS LOOKING LIKE IT WILL BE A GOOD YEAR FOR A NUMBER OF COMMODITIES - LINOS KOGEVINAS
2017 is looking like it will be a good year for a number of commodities. Following the price recovery witnessed in 2016 across a number of commodit ...
Tuesday, 28 February 17
PORT OF NEWCASTLE SHIPPED 17.39% LESS COAL IN JANUARY; TRADE VALUE UP 11.87% M/M
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU 1,625.6 M ...
Monday, 27 February 17
THE FREIGHT MARKET WAS FIRMED UP THIS PAST WEEK; BCI ROSE 57.64% W/W
COALspot.com: The Freight market was firmed up this past week.
The Baltic Exchange, tracking rates for ships carrying dry bulk commod ...
Friday, 24 February 17
RUSSIAN OIL AND GAS WITHSTANDS OIL PRICE SHOCK - FITCH RATINGS
Fitch Ratings says in a new report that the Russian oil and gas sector has withstood the oil price stock of 1H16. Key events of 2016 include record ...
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- Borneo Indobara - Indonesia
- Energy Development Corp, Philippines
- MS Steel International - UAE
- Indonesian Coal Mining Association
- Jorong Barutama Greston.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- Global Coal Blending Company Limited - Australia
- Metalloyd Limited - United Kingdom
- International Coal Ventures Pvt Ltd - India
- Carbofer General Trading SA - India
- Dalmia Cement Bharat India
- Maharashtra Electricity Regulatory Commission - India
- Parliament of New Zealand
- Agrawal Coal Company - India
- Bhushan Steel Limited - India
- Cigading International Bulk Terminal - Indonesia
- Vizag Seaport Private Limited - India
- Lanco Infratech Ltd - India
- Georgia Ports Authority, United States
- TeaM Sual Corporation - Philippines
- Australian Commodity Traders Exchange
- GAC Shipping (India) Pvt Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Cement Manufacturers Association - India
- Wood Mackenzie - Singapore
- Straits Asia Resources Limited - Singapore
- Interocean Group of Companies - India
- Mercator Lines Limited - India
- White Energy Company Limited
- Africa Commodities Group - South Africa
- Simpson Spence & Young - Indonesia
- Orica Mining Services - Indonesia
- Maheswari Brothers Coal Limited - India
- Xindia Steels Limited - India
- Uttam Galva Steels Limited - India
- Price Waterhouse Coopers - Russia
- Edison Trading Spa - Italy
- London Commodity Brokers - England
- Holcim Trading Pte Ltd - Singapore
- Binh Thuan Hamico - Vietnam
- Orica Australia Pty. Ltd.
- SN Aboitiz Power Inc, Philippines
- South Luzon Thermal Energy Corporation
- Renaissance Capital - South Africa
- McConnell Dowell - Australia
- CNBM International Corporation - China
- Sojitz Corporation - Japan
- Directorate Of Revenue Intelligence - India
- ASAPP Information Group - India
- Vedanta Resources Plc - India
- Bukit Makmur.PT - Indonesia
- Bhoruka Overseas - Indonesia
- Australian Coal Association
- Bukit Baiduri Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Wilmar Investment Holdings
- Madhucon Powers Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Trasteel International SA, Italy
- Oldendorff Carriers - Singapore
- Alfred C Toepfer International GmbH - Germany
- Karaikal Port Pvt Ltd - India
- Ministry of Mines - Canada
- Petron Corporation, Philippines
- Indian Energy Exchange, India
- Sical Logistics Limited - India
- Commonwealth Bank - Australia
- Bangladesh Power Developement Board
- Minerals Council of Australia
- Deloitte Consulting - India
- The University of Queensland
- Gujarat Electricity Regulatory Commission - India
- Banpu Public Company Limited - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Malabar Cements Ltd - India
- Semirara Mining Corp, Philippines
- Port Waratah Coal Services - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Singapore Mercantile Exchange
- Bhatia International Limited - India
- Goldman Sachs - Singapore
- Toyota Tsusho Corporation, Japan
- Riau Bara Harum - Indonesia
- Global Green Power PLC Corporation, Philippines
- ICICI Bank Limited - India
- LBH Netherlands Bv - Netherlands
- Jindal Steel & Power Ltd - India
- Mintek Dendrill Indonesia
- Coastal Gujarat Power Limited - India
- The State Trading Corporation of India Ltd
- IHS Mccloskey Coal Group - USA
- Samtan Co., Ltd - South Korea
- Gujarat Sidhee Cement - India
- Marubeni Corporation - India
- Chamber of Mines of South Africa
- Tamil Nadu electricity Board
- Pendopo Energi Batubara - Indonesia
- Merrill Lynch Commodities Europe
- Anglo American - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Rio Tinto Coal - Australia
- Indogreen Group - Indonesia
- Kumho Petrochemical, South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- Aditya Birla Group - India
- Global Business Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- The Treasury - Australian Government
- Formosa Plastics Group - Taiwan
- Energy Link Ltd, New Zealand
- Kepco SPC Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Kideco Jaya Agung - Indonesia
- Central Java Power - Indonesia
- Barasentosa Lestari - Indonesia
- Central Electricity Authority - India
- TNB Fuel Sdn Bhd - Malaysia
- PowerSource Philippines DevCo
- Independent Power Producers Association of India
- Electricity Generating Authority of Thailand
- Kalimantan Lumbung Energi - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Posco Energy - South Korea
- Vijayanagar Sugar Pvt Ltd - India
- GVK Power & Infra Limited - India
- Kobexindo Tractors - Indoneisa
- PTC India Limited - India
- Manunggal Multi Energi - Indonesia
- Savvy Resources Ltd - HongKong
- Jaiprakash Power Ventures ltd
- Ministry of Transport, Egypt
- European Bulk Services B.V. - Netherlands
- Meralco Power Generation, Philippines
- Sree Jayajothi Cements Limited - India
- Videocon Industries ltd - India
- Billiton Holdings Pty Ltd - Australia
- Baramulti Group, Indonesia
- Semirara Mining and Power Corporation, Philippines
- SMG Consultants - Indonesia
- Mjunction Services Limited - India
- Power Finance Corporation Ltd., India
- Bahari Cakrawala Sebuku - Indonesia
- Bayan Resources Tbk. - Indonesia
- Kaltim Prima Coal - Indonesia
- Sarangani Energy Corporation, Philippines
- Star Paper Mills Limited - India
- Meenaskhi Energy Private Limited - India
- Indian Oil Corporation Limited
- Makarim & Taira - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Essar Steel Hazira Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Bulk Trading Sa - Switzerland
- PetroVietnam Power Coal Import and Supply Company
- Petrochimia International Co. Ltd.- Taiwan
- Karbindo Abesyapradhi - Indoneisa
- Grasim Industreis Ltd - India
- Altura Mining Limited, Indonesia
- Aboitiz Power Corporation - Philippines
- Eastern Coal Council - USA
- Siam City Cement - Thailand
- Directorate General of MIneral and Coal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Planning Commission, India
- Sindya Power Generating Company Private Ltd
- Indo Tambangraya Megah - Indonesia
- Parry Sugars Refinery, India
- Coal and Oil Company - UAE
- Therma Luzon, Inc, Philippines
- India Bulls Power Limited - India
- Indika Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Chettinad Cement Corporation Ltd - India
- VISA Power Limited - India
- Heidelberg Cement - Germany
- Antam Resourcindo - Indonesia
- Thai Mozambique Logistica
- Thiess Contractors Indonesia
- Tata Chemicals Ltd - India
- Standard Chartered Bank - UAE
- Electricity Authority, New Zealand
- Medco Energi Mining Internasional
- Ceylon Electricity Board - Sri Lanka
- Bharathi Cement Corporation - India
- IEA Clean Coal Centre - UK
- AsiaOL BioFuels Corp., Philippines
- PNOC Exploration Corporation - Philippines
- Salva Resources Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Eastern Energy - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- New Zealand Coal & Carbon
- Globalindo Alam Lestari - Indonesia
- Iligan Light & Power Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Latin American Coal - Colombia
- Sakthi Sugars Limited - India
- CIMB Investment Bank - Malaysia
- Rashtriya Ispat Nigam Limited - India
- Economic Council, Georgia
- Attock Cement Pakistan Limited
- Ministry of Finance - Indonesia
- San Jose City I Power Corp, Philippines
- GMR Energy Limited - India
- Ambuja Cements Ltd - India
- Siam City Cement PLC, Thailand
- Mercuria Energy - Indonesia
- Romanian Commodities Exchange
- Intertek Mineral Services - Indonesia
- Coalindo Energy - Indonesia
- SMC Global Power, Philippines
- Kartika Selabumi Mining - Indonesia
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