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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 February 17
SHIPPING MARKET INSIGHT - INTERMODAL
Looking at the state of the Dry Bulk market exactly a year ago, there is no doubt that there is a significant improvement and despite the fact that ...
Tuesday, 14 February 17
OPTIMISM HAS STARTED TO SLOWLY FLOW BACK INTO THE DRY BULK MARKET - GEORGE LAZARIDIS
Optimism has started to slowly flow back into the dry bulk market, with many in the market showing renewed optimism as the Pacific basin starts to ...
Monday, 13 February 17
COMBINED COAL SALES OF BUMI RESOURCES ROSE TO 87.7 MILLION TONS IN FY'16; UP 10.6 PERCENT Y/Y
COALspot.com: Combined Coal Sales of Bumi Resources rose to 87.7 million tons in FY’16 compared with 79.3 million tons in FY’15. ...
Monday, 13 February 17
THE FREIGHT MARKET CONTINUED TO TUMBLE IN FEBRUARY
COALspot.com: The Freight market was continued its downfall in all segments except Panamax for the week ending 10 February 2017.
The Balt ...
Friday, 10 February 17
U.S. COAL OUTPUT IS ESTIMATED TO HAVE DECLINED BY 158 MMST IN 2016 TO 739 MMST, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 17 million short tons ...
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- Singapore Mercantile Exchange
- Antam Resourcindo - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Central Java Power - Indonesia
- Leighton Contractors Pty Ltd - Australia
- SMG Consultants - Indonesia
- Bhushan Steel Limited - India
- San Jose City I Power Corp, Philippines
- Tamil Nadu electricity Board
- Merrill Lynch Commodities Europe
- European Bulk Services B.V. - Netherlands
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Coalindo Energy - Indonesia
- Siam City Cement PLC, Thailand
- VISA Power Limited - India
- New Zealand Coal & Carbon
- Vizag Seaport Private Limited - India
- PowerSource Philippines DevCo
- Economic Council, Georgia
- Energy Development Corp, Philippines
- Dalmia Cement Bharat India
- Metalloyd Limited - United Kingdom
- Alfred C Toepfer International GmbH - Germany
- Posco Energy - South Korea
- Global Green Power PLC Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Indian Oil Corporation Limited
- Xindia Steels Limited - India
- Meralco Power Generation, Philippines
- AsiaOL BioFuels Corp., Philippines
- SMC Global Power, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Price Waterhouse Coopers - Russia
- Bhoruka Overseas - Indonesia
- Ministry of Transport, Egypt
- Minerals Council of Australia
- Ministry of Mines - Canada
- Holcim Trading Pte Ltd - Singapore
- Kideco Jaya Agung - Indonesia
- Star Paper Mills Limited - India
- Miang Besar Coal Terminal - Indonesia
- Sree Jayajothi Cements Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Deloitte Consulting - India
- Bukit Makmur.PT - Indonesia
- Attock Cement Pakistan Limited
- Maharashtra Electricity Regulatory Commission - India
- Makarim & Taira - Indonesia
- Georgia Ports Authority, United States
- Salva Resources Pvt Ltd - India
- Australian Commodity Traders Exchange
- Global Coal Blending Company Limited - Australia
- Jorong Barutama Greston.PT - Indonesia
- Chamber of Mines of South Africa
- Parliament of New Zealand
- ICICI Bank Limited - India
- Rashtriya Ispat Nigam Limited - India
- CNBM International Corporation - China
- SN Aboitiz Power Inc, Philippines
- Vedanta Resources Plc - India
- PNOC Exploration Corporation - Philippines
- Kohat Cement Company Ltd. - Pakistan
- Petron Corporation, Philippines
- Indonesian Coal Mining Association
- McConnell Dowell - Australia
- Planning Commission, India
- Semirara Mining Corp, Philippines
- Madhucon Powers Ltd - India
- Oldendorff Carriers - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Commonwealth Bank - Australia
- Coastal Gujarat Power Limited - India
- Bangladesh Power Developement Board
- Latin American Coal - Colombia
- Kepco SPC Power Corporation, Philippines
- Aditya Birla Group - India
- Standard Chartered Bank - UAE
- Karbindo Abesyapradhi - Indoneisa
- Billiton Holdings Pty Ltd - Australia
- Ceylon Electricity Board - Sri Lanka
- Cigading International Bulk Terminal - Indonesia
- Orica Australia Pty. Ltd.
- Wood Mackenzie - Singapore
- Sinarmas Energy and Mining - Indonesia
- Mercuria Energy - Indonesia
- GMR Energy Limited - India
- Heidelberg Cement - Germany
- The University of Queensland
- Kartika Selabumi Mining - Indonesia
- Eastern Coal Council - USA
- Port Waratah Coal Services - Australia
- Thiess Contractors Indonesia
- Maheswari Brothers Coal Limited - India
- London Commodity Brokers - England
- Medco Energi Mining Internasional
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karaikal Port Pvt Ltd - India
- Coal and Oil Company - UAE
- Barasentosa Lestari - Indonesia
- Jaiprakash Power Ventures ltd
- Renaissance Capital - South Africa
- Interocean Group of Companies - India
- The Treasury - Australian Government
- GVK Power & Infra Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Sojitz Corporation - Japan
- Therma Luzon, Inc, Philippines
- Indogreen Group - Indonesia
- MS Steel International - UAE
- IHS Mccloskey Coal Group - USA
- Wilmar Investment Holdings
- Parry Sugars Refinery, India
- PTC India Limited - India
- Bharathi Cement Corporation - India
- Iligan Light & Power Inc, Philippines
- Power Finance Corporation Ltd., India
- Bhatia International Limited - India
- Independent Power Producers Association of India
- Indian Energy Exchange, India
- Grasim Industreis Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Simpson Spence & Young - Indonesia
- Edison Trading Spa - Italy
- Electricity Authority, New Zealand
- India Bulls Power Limited - India
- LBH Netherlands Bv - Netherlands
- Petrochimia International Co. Ltd.- Taiwan
- Kapuas Tunggal Persada - Indonesia
- South Luzon Thermal Energy Corporation
- Essar Steel Hazira Ltd - India
- Indika Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Indo Tambangraya Megah - Indonesia
- Savvy Resources Ltd - HongKong
- Pendopo Energi Batubara - Indonesia
- OPG Power Generation Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Electricity Generating Authority of Thailand
- Riau Bara Harum - Indonesia
- Romanian Commodities Exchange
- Sarangani Energy Corporation, Philippines
- Baramulti Group, Indonesia
- The State Trading Corporation of India Ltd
- TeaM Sual Corporation - Philippines
- Energy Link Ltd, New Zealand
- Siam City Cement - Thailand
- Ambuja Cements Ltd - India
- Bulk Trading Sa - Switzerland
- Carbofer General Trading SA - India
- Aboitiz Power Corporation - Philippines
- Thai Mozambique Logistica
- Eastern Energy - Thailand
- PetroVietnam Power Coal Import and Supply Company
- Africa Commodities Group - South Africa
- Trasteel International SA, Italy
- Lanco Infratech Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Videocon Industries ltd - India
- Sakthi Sugars Limited - India
- Orica Mining Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Banpu Public Company Limited - Thailand
- Gujarat Electricity Regulatory Commission - India
- CIMB Investment Bank - Malaysia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Neyveli Lignite Corporation Ltd, - India
- Agrawal Coal Company - India
- Mjunction Services Limited - India
- Globalindo Alam Lestari - Indonesia
- ASAPP Information Group - India
- Binh Thuan Hamico - Vietnam
- Vijayanagar Sugar Pvt Ltd - India
- Malabar Cements Ltd - India
- Meenaskhi Energy Private Limited - India
- Ind-Barath Power Infra Limited - India
- Straits Asia Resources Limited - Singapore
- Ministry of Finance - Indonesia
- Uttam Galva Steels Limited - India
- GAC Shipping (India) Pvt Ltd
- International Coal Ventures Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Kaltim Prima Coal - Indonesia
- Central Electricity Authority - India
- Toyota Tsusho Corporation, Japan
- Marubeni Corporation - India
- Bayan Resources Tbk. - Indonesia
- Kobexindo Tractors - Indoneisa
- Kumho Petrochemical, South Korea
- Samtan Co., Ltd - South Korea
- Australian Coal Association
- Altura Mining Limited, Indonesia
- Tata Chemicals Ltd - India
- Anglo American - United Kingdom
- Mintek Dendrill Indonesia
- Cement Manufacturers Association - India
- Mercator Lines Limited - India
- Asmin Koalindo Tuhup - Indonesia
- White Energy Company Limited
- Gujarat Mineral Development Corp Ltd - India
- Directorate Of Revenue Intelligence - India
- Sical Logistics Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- IEA Clean Coal Centre - UK
- Bukit Baiduri Energy - Indonesia
- Global Business Power Corporation, Philippines
- Goldman Sachs - Singapore
- Formosa Plastics Group - Taiwan
- Borneo Indobara - Indonesia
- Gujarat Sidhee Cement - India
- Larsen & Toubro Limited - India
- Manunggal Multi Energi - Indonesia
- Rio Tinto Coal - Australia
- Intertek Mineral Services - Indonesia
- Jindal Steel & Power Ltd - India
- Sindya Power Generating Company Private Ltd
- Semirara Mining and Power Corporation, Philippines
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