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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, 08 February 17
MARKET INSIGHT - PANOS MAKRINOS
The challenges the oil market has witnessed since the end of 2014 has resulted in a crisis for the global offshore oil and gas exploration industry ...
Tuesday, 07 February 17
WE ARE STILL RIDING ON A WAVE OF MARKET IMPROVEMENT, WITH THE GLOBAL TRADE OF MOST COMMODITIES STILL SHOWING SIGNS OF IMPROVING GROWTH - GEORGE LAZARIDIS
The end of 2016 came with a rejuvenated sentiment amongst most traders and investors, in part through the sigh of relief that 2016 was finally comi ...
Monday, 06 February 17
AFTER MONTHS OF GAINS, THE INDONESIAN GOVERNMENT DECLARED MONTHLY COAL BENCHMARK PRICE IS STEADILY DROPPING
COALspot.com: Over the past two months, the HBA of Indonesian thermal coal has dropped around 18.06 percent. It sank to $ 83.32 per ton for Februar ...
Monday, 06 February 17
THE FREIGHT MARKET CONTINUED ITS DOWNFALL IN ALL SEGMENTS
COALspot.com: Due to Lunar year holidays and celebration, the Freight market was declined in all segments week ending 27 January. The fall was cont ...
Friday, 03 February 17
KOMIPO INVITES BIDS FOR 1.13 MILLION TONS OF BITUMINOUS COAL FOR Q2' 17
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 1,130,000 Metric Tons of Bituminous coal f ...
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- Riau Bara Harum - Indonesia
- Tamil Nadu electricity Board
- Coalindo Energy - Indonesia
- Thiess Contractors Indonesia
- Central Electricity Authority - India
- Dalmia Cement Bharat India
- Pendopo Energi Batubara - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Uttam Galva Steels Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Petron Corporation, Philippines
- Independent Power Producers Association of India
- CIMB Investment Bank - Malaysia
- Parliament of New Zealand
- Lanco Infratech Ltd - India
- Port Waratah Coal Services - Australia
- Anglo American - United Kingdom
- Timah Investasi Mineral - Indoneisa
- Kaltim Prima Coal - Indonesia
- VISA Power Limited - India
- Toyota Tsusho Corporation, Japan
- Carbofer General Trading SA - India
- PNOC Exploration Corporation - Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Siam City Cement PLC, Thailand
- SMC Global Power, Philippines
- White Energy Company Limited
- Renaissance Capital - South Africa
- Alfred C Toepfer International GmbH - Germany
- Grasim Industreis Ltd - India
- Savvy Resources Ltd - HongKong
- Madhucon Powers Ltd - India
- Intertek Mineral Services - Indonesia
- Standard Chartered Bank - UAE
- Bhoruka Overseas - Indonesia
- Borneo Indobara - Indonesia
- Global Coal Blending Company Limited - Australia
- IEA Clean Coal Centre - UK
- Mercuria Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Sakthi Sugars Limited - India
- Oldendorff Carriers - Singapore
- ICICI Bank Limited - India
- Gujarat Electricity Regulatory Commission - India
- Semirara Mining Corp, Philippines
- Australian Commodity Traders Exchange
- Mintek Dendrill Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Latin American Coal - Colombia
- Australian Coal Association
- GN Power Mariveles Coal Plant, Philippines
- Parry Sugars Refinery, India
- Essar Steel Hazira Ltd - India
- Kepco SPC Power Corporation, Philippines
- Tata Chemicals Ltd - India
- Interocean Group of Companies - India
- Indian Oil Corporation Limited
- Electricity Generating Authority of Thailand
- Semirara Mining and Power Corporation, Philippines
- Romanian Commodities Exchange
- Chettinad Cement Corporation Ltd - India
- Binh Thuan Hamico - Vietnam
- Petrochimia International Co. Ltd.- Taiwan
- Directorate General of MIneral and Coal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bank of Tokyo Mitsubishi UFJ Ltd
- Rashtriya Ispat Nigam Limited - India
- Formosa Plastics Group - Taiwan
- Billiton Holdings Pty Ltd - Australia
- Merrill Lynch Commodities Europe
- Siam City Cement - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Aboitiz Power Corporation - Philippines
- Jaiprakash Power Ventures ltd
- The University of Queensland
- Africa Commodities Group - South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- The State Trading Corporation of India Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Kartika Selabumi Mining - Indonesia
- Banpu Public Company Limited - Thailand
- Videocon Industries ltd - India
- Heidelberg Cement - Germany
- Eastern Coal Council - USA
- Samtan Co., Ltd - South Korea
- Coastal Gujarat Power Limited - India
- New Zealand Coal & Carbon
- SMG Consultants - Indonesia
- Bhatia International Limited - India
- Aditya Birla Group - India
- McConnell Dowell - Australia
- Vizag Seaport Private Limited - India
- GVK Power & Infra Limited - India
- The Treasury - Australian Government
- GMR Energy Limited - India
- Sinarmas Energy and Mining - Indonesia
- OPG Power Generation Pvt Ltd - India
- Star Paper Mills Limited - India
- Mjunction Services Limited - India
- Iligan Light & Power Inc, Philippines
- Electricity Authority, New Zealand
- Meenaskhi Energy Private Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Edison Trading Spa - Italy
- Marubeni Corporation - India
- Central Java Power - Indonesia
- Sojitz Corporation - Japan
- Medco Energi Mining Internasional
- GAC Shipping (India) Pvt Ltd
- Economic Council, Georgia
- Sarangani Energy Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Baramulti Group, Indonesia
- Mercator Lines Limited - India
- AsiaOL BioFuels Corp., Philippines
- Sindya Power Generating Company Private Ltd
- MS Steel International - UAE
- Posco Energy - South Korea
- Cement Manufacturers Association - India
- Indian Energy Exchange, India
- Sical Logistics Limited - India
- Agrawal Coal Company - India
- London Commodity Brokers - England
- Gujarat Sidhee Cement - India
- Pipit Mutiara Jaya. PT, Indonesia
- Ministry of Mines - Canada
- Goldman Sachs - Singapore
- Indo Tambangraya Megah - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Meralco Power Generation, Philippines
- Bharathi Cement Corporation - India
- Trasteel International SA, Italy
- ASAPP Information Group - India
- Rio Tinto Coal - Australia
- Kalimantan Lumbung Energi - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Karbindo Abesyapradhi - Indoneisa
- Salva Resources Pvt Ltd - India
- Orica Australia Pty. Ltd.
- South Luzon Thermal Energy Corporation
- Bukit Baiduri Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Energy Development Corp, Philippines
- Attock Cement Pakistan Limited
- Coal and Oil Company - UAE
- Bhushan Steel Limited - India
- Straits Asia Resources Limited - Singapore
- Manunggal Multi Energi - Indonesia
- Xindia Steels Limited - India
- Kideco Jaya Agung - Indonesia
- Wood Mackenzie - Singapore
- SN Aboitiz Power Inc, Philippines
- Singapore Mercantile Exchange
- Eastern Energy - Thailand
- Altura Mining Limited, Indonesia
- Ambuja Cements Ltd - India
- Indonesian Coal Mining Association
- Sree Jayajothi Cements Limited - India
- LBH Netherlands Bv - Netherlands
- Kumho Petrochemical, South Korea
- Wilmar Investment Holdings
- Leighton Contractors Pty Ltd - Australia
- Georgia Ports Authority, United States
- CNBM International Corporation - China
- PTC India Limited - India
- PowerSource Philippines DevCo
- Bangladesh Power Developement Board
- Bulk Trading Sa - Switzerland
- Ministry of Transport, Egypt
- Simpson Spence & Young - Indonesia
- European Bulk Services B.V. - Netherlands
- Barasentosa Lestari - Indonesia
- Chamber of Mines of South Africa
- Deloitte Consulting - India
- Therma Luzon, Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Orica Mining Services - Indonesia
- Commonwealth Bank - Australia
- Indogreen Group - Indonesia
- Global Green Power PLC Corporation, Philippines
- Global Business Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Bukit Makmur.PT - Indonesia
- Minerals Council of Australia
- Maheswari Brothers Coal Limited - India
- Vedanta Resources Plc - India
- TeaM Sual Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Planning Commission, India
- Kobexindo Tractors - Indoneisa
- Power Finance Corporation Ltd., India
- Antam Resourcindo - Indonesia
- Makarim & Taira - Indonesia
- Indika Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- IHS Mccloskey Coal Group - USA
- Thai Mozambique Logistica
- Malabar Cements Ltd - India
- International Coal Ventures Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Ceylon Electricity Board - Sri Lanka
- Ministry of Finance - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Jindal Steel & Power Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Bayan Resources Tbk. - Indonesia
- Larsen & Toubro Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Metalloyd Limited - United Kingdom
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- India Bulls Power Limited - India
- Price Waterhouse Coopers - Russia
- Gujarat Mineral Development Corp Ltd - India
- Directorate Of Revenue Intelligence - India
- Energy Link Ltd, New Zealand
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