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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 February 17
CHINA SUSPENDS COAL IMPORTS FROM NORTH KOREA FROM 19 FEB
COALspot.com: China is suspended coal imports from North Korea until December 2017. China says it will suspend all imports of coal from North Korea ...
Monday, 20 February 17
OCEAN FREIGHT RATES SLIGHTLY UP WEEK OVER WEEK
COALspot.com: The Freight market was firmed up this past week. The Panamax segment was declined for the week ending 17 February 2017.
The Balt ...
Friday, 17 February 17
U.S. COAL PRODUCTION SLIPS SLIGHTLY WEEK OVER WEEK, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.5 million sh ...
Thursday, 16 February 17
CAPE MARKET HAVE EXPERIENCED A STRONG DOWNTURN - FEARNLEYS
Supramax
Market has shifted sides from Atlantic to Pacific, where Atlantic is now lagging behind with little action and sliding indices, notably ...
Thursday, 16 February 17
IF I PLAN TO UNDERTAKE A CHARTERPARTY WITH AN UNFAMILIAR ENTITY, WHAT STEPS CAN I TAKE TO ENSURE THE CHARTERER WILL PAY THEIR HIRE? - SHIPOWNERS' CLUB
KNOWLEDGE TO ELEVATE
Due to the difficult conditions currently existing in the shipping market, particularly in the offshore sector, Members a ...
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- New Zealand Coal & Carbon
- Binh Thuan Hamico - Vietnam
- CIMB Investment Bank - Malaysia
- Georgia Ports Authority, United States
- Jaiprakash Power Ventures ltd
- Posco Energy - South Korea
- Neyveli Lignite Corporation Ltd, - India
- Videocon Industries ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Authority, New Zealand
- San Jose City I Power Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Altura Mining Limited, Indonesia
- MS Steel International - UAE
- Alfred C Toepfer International GmbH - Germany
- The University of Queensland
- Coalindo Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indian Energy Exchange, India
- Riau Bara Harum - Indonesia
- SMC Global Power, Philippines
- Cement Manufacturers Association - India
- Eastern Coal Council - USA
- Bangladesh Power Developement Board
- Aboitiz Power Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- India Bulls Power Limited - India
- Global Coal Blending Company Limited - Australia
- Toyota Tsusho Corporation, Japan
- Gujarat Electricity Regulatory Commission - India
- Singapore Mercantile Exchange
- Bayan Resources Tbk. - Indonesia
- Thiess Contractors Indonesia
- Timah Investasi Mineral - Indoneisa
- ICICI Bank Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Antam Resourcindo - Indonesia
- Salva Resources Pvt Ltd - India
- Grasim Industreis Ltd - India
- The State Trading Corporation of India Ltd
- Gujarat Mineral Development Corp Ltd - India
- Star Paper Mills Limited - India
- Dalmia Cement Bharat India
- Energy Link Ltd, New Zealand
- Mercuria Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Goldman Sachs - Singapore
- Bhoruka Overseas - Indonesia
- Sical Logistics Limited - India
- Vizag Seaport Private Limited - India
- Siam City Cement - Thailand
- Semirara Mining and Power Corporation, Philippines
- Agrawal Coal Company - India
- McConnell Dowell - Australia
- VISA Power Limited - India
- Larsen & Toubro Limited - India
- IHS Mccloskey Coal Group - USA
- Parliament of New Zealand
- Bharathi Cement Corporation - India
- Formosa Plastics Group - Taiwan
- Vedanta Resources Plc - India
- European Bulk Services B.V. - Netherlands
- Chamber of Mines of South Africa
- IEA Clean Coal Centre - UK
- Cigading International Bulk Terminal - Indonesia
- Price Waterhouse Coopers - Russia
- Bukit Baiduri Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Bhushan Steel Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Mines - Canada
- Central Electricity Authority - India
- PTC India Limited - India
- Straits Asia Resources Limited - Singapore
- Lanco Infratech Ltd - India
- Planning Commission, India
- Deloitte Consulting - India
- LBH Netherlands Bv - Netherlands
- Energy Development Corp, Philippines
- Siam City Cement PLC, Thailand
- Meralco Power Generation, Philippines
- ASAPP Information Group - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Australian Coal Association
- Orica Mining Services - Indonesia
- Independent Power Producers Association of India
- Electricity Generating Authority of Thailand
- Heidelberg Cement - Germany
- Baramulti Group, Indonesia
- Makarim & Taira - Indonesia
- Sarangani Energy Corporation, Philippines
- Xindia Steels Limited - India
- Medco Energi Mining Internasional
- Sakthi Sugars Limited - India
- CNBM International Corporation - China
- Trasteel International SA, Italy
- Mjunction Services Limited - India
- Simpson Spence & Young - Indonesia
- PNOC Exploration Corporation - Philippines
- Therma Luzon, Inc, Philippines
- Gujarat Sidhee Cement - India
- Kepco SPC Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Krishnapatnam Port Company Ltd. - India
- Kapuas Tunggal Persada - Indonesia
- Thai Mozambique Logistica
- Holcim Trading Pte Ltd - Singapore
- Sinarmas Energy and Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- Banpu Public Company Limited - Thailand
- White Energy Company Limited
- Sree Jayajothi Cements Limited - India
- AsiaOL BioFuels Corp., Philippines
- Intertek Mineral Services - Indonesia
- Orica Australia Pty. Ltd.
- Kalimantan Lumbung Energi - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Chettinad Cement Corporation Ltd - India
- Globalindo Alam Lestari - Indonesia
- Latin American Coal - Colombia
- Power Finance Corporation Ltd., India
- Mintek Dendrill Indonesia
- Savvy Resources Ltd - HongKong
- Bukit Asam (Persero) Tbk - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Carbofer General Trading SA - India
- Aditya Birla Group - India
- GVK Power & Infra Limited - India
- South Luzon Thermal Energy Corporation
- Ministry of Transport, Egypt
- Anglo American - United Kingdom
- Kaltim Prima Coal - Indonesia
- Eastern Energy - Thailand
- Metalloyd Limited - United Kingdom
- TeaM Sual Corporation - Philippines
- Interocean Group of Companies - India
- Bhatia International Limited - India
- Rashtriya Ispat Nigam Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Commonwealth Bank - Australia
- International Coal Ventures Pvt Ltd - India
- The Treasury - Australian Government
- SMG Consultants - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karaikal Port Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Tata Chemicals Ltd - India
- Borneo Indobara - Indonesia
- Malabar Cements Ltd - India
- Attock Cement Pakistan Limited
- Kobexindo Tractors - Indoneisa
- Marubeni Corporation - India
- Parry Sugars Refinery, India
- Meenaskhi Energy Private Limited - India
- Ceylon Electricity Board - Sri Lanka
- Australian Commodity Traders Exchange
- Mercator Lines Limited - India
- Economic Council, Georgia
- Pipit Mutiara Jaya. PT, Indonesia
- Edison Trading Spa - Italy
- Karbindo Abesyapradhi - Indoneisa
- Minerals Council of Australia
- Indian Oil Corporation Limited
- Bukit Makmur.PT - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Port Waratah Coal Services - Australia
- Coastal Gujarat Power Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sojitz Corporation - Japan
- GN Power Mariveles Coal Plant, Philippines
- Oldendorff Carriers - Singapore
- Kartika Selabumi Mining - Indonesia
- Central Java Power - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Semirara Mining Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Romanian Commodities Exchange
- Samtan Co., Ltd - South Korea
- Africa Commodities Group - South Africa
- Ind-Barath Power Infra Limited - India
- Wood Mackenzie - Singapore
- Rio Tinto Coal - Australia
- SN Aboitiz Power Inc, Philippines
- Indogreen Group - Indonesia
- Madhucon Powers Ltd - India
- Wilmar Investment Holdings
- London Commodity Brokers - England
- Maheswari Brothers Coal Limited - India
- PowerSource Philippines DevCo
- Sindya Power Generating Company Private Ltd
- Kideco Jaya Agung - Indonesia
- Renaissance Capital - South Africa
- Standard Chartered Bank - UAE
- Bulk Trading Sa - Switzerland
- GMR Energy Limited - India
- Indonesian Coal Mining Association
- Ambuja Cements Ltd - India
- Barasentosa Lestari - Indonesia
- Indo Tambangraya Megah - Indonesia
- Essar Steel Hazira Ltd - India
- Merrill Lynch Commodities Europe
- OPG Power Generation Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Indika Energy - Indonesia
- Tamil Nadu electricity Board
- Ministry of Finance - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Directorate General of MIneral and Coal - Indonesia
- Kumho Petrochemical, South Korea
- Petron Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Coal and Oil Company - UAE
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