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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, 24 February 17
US WEEKLY COAL OUTPUT ESTIMATED AT 16.8 MMST - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.8 million short ton ...
Thursday, 23 February 17
ULTRA SUPRAMAX: INDONESIA TO INDIA IS GETTING AROUND $10-11K BASIS SINGAPORE DELIVERY
Supramax
The week started off quietly in the Atlantic with more activity in the Pacific basin.
According to Fearnleys weekly report, frontha ...
Wednesday, 22 February 17
TANKER MARKET INSIGHT - KATERINA RESTIS
In 2016 a session of the IMO committee in London, set the new prerequisites effective from January 2020, which will necessitate global Sulphur cont ...
Tuesday, 21 February 17
INDIA'S JANUARY COAL IMPORTS DECLINE 21.7 PERCENT YEAR -ON-YEAR TO 14.31 MT - PTI
Coal imports declined by 21.7 per cent to 14.31 million tonnes in January as the power utilities did not lift much fuel due to abundant stock avail ...
Tuesday, 21 February 17
CHINESE EXPORTS SHOWED A YEAR-ON-YEAR RISE FOR THE FIRST TIME IN TEN MONTHS; S. KOREA'S EXPORTS UP FOR PAST THREE MONTHS IN A ROW - GEORGE LAZARIDIS
We have started to some sparks of life in the commodities markets these past weeks, with prices having shown a strong push during the past couple o ...
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- Commonwealth Bank - Australia
- Wood Mackenzie - Singapore
- Wilmar Investment Holdings
- Samtan Co., Ltd - South Korea
- Bhushan Steel Limited - India
- Grasim Industreis Ltd - India
- Renaissance Capital - South Africa
- Sarangani Energy Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Semirara Mining and Power Corporation, Philippines
- The State Trading Corporation of India Ltd
- Petron Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Edison Trading Spa - Italy
- Kobexindo Tractors - Indoneisa
- Bangladesh Power Developement Board
- Bukit Asam (Persero) Tbk - Indonesia
- Siam City Cement PLC, Thailand
- Marubeni Corporation - India
- Thiess Contractors Indonesia
- Eastern Coal Council - USA
- GAC Shipping (India) Pvt Ltd
- Ministry of Transport, Egypt
- Therma Luzon, Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Mjunction Services Limited - India
- Deloitte Consulting - India
- Posco Energy - South Korea
- Pipit Mutiara Jaya. PT, Indonesia
- Videocon Industries ltd - India
- Latin American Coal - Colombia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Xindia Steels Limited - India
- Manunggal Multi Energi - Indonesia
- Alfred C Toepfer International GmbH - Germany
- SN Aboitiz Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- Energy Link Ltd, New Zealand
- Toyota Tsusho Corporation, Japan
- Uttam Galva Steels Limited - India
- Rashtriya Ispat Nigam Limited - India
- Vizag Seaport Private Limited - India
- Interocean Group of Companies - India
- Barasentosa Lestari - Indonesia
- White Energy Company Limited
- Globalindo Alam Lestari - Indonesia
- South Luzon Thermal Energy Corporation
- OPG Power Generation Pvt Ltd - India
- Rio Tinto Coal - Australia
- IEA Clean Coal Centre - UK
- Aditya Birla Group - India
- Mintek Dendrill Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Port Waratah Coal Services - Australia
- Kohat Cement Company Ltd. - Pakistan
- Mercuria Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- PTC India Limited - India
- Parry Sugars Refinery, India
- SMC Global Power, Philippines
- Georgia Ports Authority, United States
- Malabar Cements Ltd - India
- Coastal Gujarat Power Limited - India
- CIMB Investment Bank - Malaysia
- Orica Australia Pty. Ltd.
- Bahari Cakrawala Sebuku - Indonesia
- PNOC Exploration Corporation - Philippines
- Central Java Power - Indonesia
- Coalindo Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Borneo Indobara - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- The Treasury - Australian Government
- Thai Mozambique Logistica
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Straits Asia Resources Limited - Singapore
- Global Coal Blending Company Limited - Australia
- Planning Commission, India
- Larsen & Toubro Limited - India
- Indogreen Group - Indonesia
- TeaM Sual Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- Tamil Nadu electricity Board
- Power Finance Corporation Ltd., India
- Kideco Jaya Agung - Indonesia
- Price Waterhouse Coopers - Russia
- Makarim & Taira - Indonesia
- Timah Investasi Mineral - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Vijayanagar Sugar Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Global Business Power Corporation, Philippines
- Coal and Oil Company - UAE
- Kaltim Prima Coal - Indonesia
- Indian Energy Exchange, India
- Independent Power Producers Association of India
- Jorong Barutama Greston.PT - Indonesia
- Cigading International Bulk Terminal - Indonesia
- ICICI Bank Limited - India
- Carbofer General Trading SA - India
- Eastern Energy - Thailand
- Sakthi Sugars Limited - India
- Chamber of Mines of South Africa
- Bukit Baiduri Energy - Indonesia
- Kumho Petrochemical, South Korea
- Ceylon Electricity Board - Sri Lanka
- Petrochimia International Co. Ltd.- Taiwan
- Electricity Generating Authority of Thailand
- Central Electricity Authority - India
- International Coal Ventures Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- San Jose City I Power Corp, Philippines
- Orica Mining Services - Indonesia
- VISA Power Limited - India
- Dalmia Cement Bharat India
- Attock Cement Pakistan Limited
- Merrill Lynch Commodities Europe
- The University of Queensland
- Simpson Spence & Young - Indonesia
- Economic Council, Georgia
- Essar Steel Hazira Ltd - India
- New Zealand Coal & Carbon
- Billiton Holdings Pty Ltd - Australia
- Indika Energy - Indonesia
- Bhatia International Limited - India
- Metalloyd Limited - United Kingdom
- Trasteel International SA, Italy
- Sical Logistics Limited - India
- Binh Thuan Hamico - Vietnam
- Mercator Lines Limited - India
- Cement Manufacturers Association - India
- Banpu Public Company Limited - Thailand
- Intertek Mineral Services - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Oldendorff Carriers - Singapore
- Lanco Infratech Ltd - India
- Riau Bara Harum - Indonesia
- Savvy Resources Ltd - HongKong
- Meralco Power Generation, Philippines
- Chettinad Cement Corporation Ltd - India
- ASAPP Information Group - India
- Bukit Makmur.PT - Indonesia
- Standard Chartered Bank - UAE
- Madhucon Powers Ltd - India
- Electricity Authority, New Zealand
- Ministry of Finance - Indonesia
- Agrawal Coal Company - India
- GVK Power & Infra Limited - India
- Goldman Sachs - Singapore
- Salva Resources Pvt Ltd - India
- Bharathi Cement Corporation - India
- India Bulls Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- Vedanta Resources Plc - India
- Jaiprakash Power Ventures ltd
- McConnell Dowell - Australia
- Bhoruka Overseas - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Leighton Contractors Pty Ltd - Australia
- CNBM International Corporation - China
- Kalimantan Lumbung Energi - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Romanian Commodities Exchange
- Baramulti Group, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- GMR Energy Limited - India
- Indo Tambangraya Megah - Indonesia
- MS Steel International - UAE
- Directorate General of MIneral and Coal - Indonesia
- Parliament of New Zealand
- Jindal Steel & Power Ltd - India
- Kepco SPC Power Corporation, Philippines
- Antam Resourcindo - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- Australian Coal Association
- TNB Fuel Sdn Bhd - Malaysia
- Gujarat Sidhee Cement - India
- Siam City Cement - Thailand
- Sree Jayajothi Cements Limited - India
- Pendopo Energi Batubara - Indonesia
- Ministry of Mines - Canada
- Global Green Power PLC Corporation, Philippines
- Heidelberg Cement - Germany
- Sindya Power Generating Company Private Ltd
- Anglo American - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- Indonesian Coal Mining Association
- Sojitz Corporation - Japan
- Singapore Mercantile Exchange
- London Commodity Brokers - England
- Holcim Trading Pte Ltd - Singapore
- PowerSource Philippines DevCo
- Africa Commodities Group - South Africa
- Indian Oil Corporation Limited
- Star Paper Mills Limited - India
- SMG Consultants - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Meenaskhi Energy Private Limited - India
- Minerals Council of Australia
- Ind-Barath Power Infra Limited - India
- Kapuas Tunggal Persada - Indonesia
- European Bulk Services B.V. - Netherlands
- Ambuja Cements Ltd - India
- Energy Development Corp, Philippines
- IHS Mccloskey Coal Group - USA
- Medco Energi Mining Internasional
- Maheswari Brothers Coal Limited - India
- Directorate Of Revenue Intelligence - India
- Semirara Mining Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Tata Chemicals Ltd - India
- Australian Commodity Traders Exchange
- Gujarat Mineral Development Corp Ltd - India
- LBH Netherlands Bv - Netherlands
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