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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, 03 February 17
U.S. WEEKLY COAL PRODUCTION DECLINED 3.9% W/W; ROSE 17.7% Y/Y
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.1 million short ton ...
Friday, 03 February 17
US - EXECUTIVE ORDER ON IMMIGRATION AFFECTS VESSEL CREWS - GARD
From 27 January 2017, crew members carrying Iraqi, Syrian, Sudanese, Iranian, Somalian, Libyan or Yemeni passports are temporarily barred from ente ...
Wednesday, 01 February 17
MARKET INSIGHT - PANOS TSILINGIRIS
The recent placement of LOIs for 208kdwt Newcastlemax Newbuildings at $38.5m at Private Chinese Yard identifies with the modern history low for dry ...
Tuesday, 31 January 17
A CASE OF NEW YEAR BLUES FOR THE FAR EAST? - GEORGE LAZARIDIS
Unlike the typical lull in the market that we note during the period just prior to the Chinese New Year, 2017 has proved to be fairly m ...
Monday, 30 January 17
DUE TO LUNAR YEAR HOLIDAYS, THE FREIGHT MARKET STAYED WEAK
COALspot.com: Due to Lunar year holidays and celebration, the Freight market was down in all segments this past week.
The Baltic Exchange, tra ...
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- Eastern Coal Council - USA
- Essar Steel Hazira Ltd - India
- Indonesian Coal Mining Association
- Coal and Oil Company - UAE
- Ind-Barath Power Infra Limited - India
- Port Waratah Coal Services - Australia
- Directorate Of Revenue Intelligence - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Latin American Coal - Colombia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Mines - Canada
- Barasentosa Lestari - Indonesia
- Central Electricity Authority - India
- Cement Manufacturers Association - India
- Coalindo Energy - Indonesia
- Sojitz Corporation - Japan
- AsiaOL BioFuels Corp., Philippines
- Siam City Cement PLC, Thailand
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining and Power Corporation, Philippines
- New Zealand Coal & Carbon
- Marubeni Corporation - India
- Mintek Dendrill Indonesia
- Agrawal Coal Company - India
- IEA Clean Coal Centre - UK
- Bukit Baiduri Energy - Indonesia
- Interocean Group of Companies - India
- Merrill Lynch Commodities Europe
- Simpson Spence & Young - Indonesia
- Deloitte Consulting - India
- Ceylon Electricity Board - Sri Lanka
- European Bulk Services B.V. - Netherlands
- Parliament of New Zealand
- Maharashtra Electricity Regulatory Commission - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kaltim Prima Coal - Indonesia
- Borneo Indobara - Indonesia
- Bhushan Steel Limited - India
- Indian Oil Corporation Limited
- Bhoruka Overseas - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Coastal Gujarat Power Limited - India
- Binh Thuan Hamico - Vietnam
- Samtan Co., Ltd - South Korea
- Kartika Selabumi Mining - Indonesia
- Romanian Commodities Exchange
- Attock Cement Pakistan Limited
- Timah Investasi Mineral - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- Orica Australia Pty. Ltd.
- Wood Mackenzie - Singapore
- Commonwealth Bank - Australia
- Aditya Birla Group - India
- Posco Energy - South Korea
- Leighton Contractors Pty Ltd - Australia
- Mercator Lines Limited - India
- Thai Mozambique Logistica
- Kapuas Tunggal Persada - Indonesia
- Bukit Makmur.PT - Indonesia
- Aboitiz Power Corporation - Philippines
- Independent Power Producers Association of India
- SMG Consultants - Indonesia
- Global Coal Blending Company Limited - Australia
- Krishnapatnam Port Company Ltd. - India
- Singapore Mercantile Exchange
- Jorong Barutama Greston.PT - Indonesia
- Eastern Energy - Thailand
- LBH Netherlands Bv - Netherlands
- Alfred C Toepfer International GmbH - Germany
- OPG Power Generation Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Sindya Power Generating Company Private Ltd
- Georgia Ports Authority, United States
- White Energy Company Limited
- Intertek Mineral Services - Indonesia
- Energy Link Ltd, New Zealand
- IHS Mccloskey Coal Group - USA
- Sinarmas Energy and Mining - Indonesia
- Uttam Galva Steels Limited - India
- Grasim Industreis Ltd - India
- PowerSource Philippines DevCo
- Planning Commission, India
- Makarim & Taira - Indonesia
- Ministry of Transport, Egypt
- Meenaskhi Energy Private Limited - India
- Indogreen Group - Indonesia
- Heidelberg Cement - Germany
- Electricity Authority, New Zealand
- Rio Tinto Coal - Australia
- Africa Commodities Group - South Africa
- PNOC Exploration Corporation - Philippines
- Vizag Seaport Private Limited - India
- SMC Global Power, Philippines
- Gujarat Sidhee Cement - India
- Jaiprakash Power Ventures ltd
- Kepco SPC Power Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Wilmar Investment Holdings
- TNB Fuel Sdn Bhd - Malaysia
- Larsen & Toubro Limited - India
- Standard Chartered Bank - UAE
- Asmin Koalindo Tuhup - Indonesia
- San Jose City I Power Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Chettinad Cement Corporation Ltd - India
- Dalmia Cement Bharat India
- Orica Mining Services - Indonesia
- Salva Resources Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Oldendorff Carriers - Singapore
- Renaissance Capital - South Africa
- CNBM International Corporation - China
- Altura Mining Limited, Indonesia
- Anglo American - United Kingdom
- Bulk Trading Sa - Switzerland
- Bangladesh Power Developement Board
- London Commodity Brokers - England
- Meralco Power Generation, Philippines
- Bharathi Cement Corporation - India
- Ambuja Cements Ltd - India
- PTC India Limited - India
- Globalindo Alam Lestari - Indonesia
- Mjunction Services Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Iligan Light & Power Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Straits Asia Resources Limited - Singapore
- The Treasury - Australian Government
- Malabar Cements Ltd - India
- Economic Council, Georgia
- Goldman Sachs - Singapore
- Edison Trading Spa - Italy
- GAC Shipping (India) Pvt Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Banpu Public Company Limited - Thailand
- Indo Tambangraya Megah - Indonesia
- South Luzon Thermal Energy Corporation
- Jindal Steel & Power Ltd - India
- Baramulti Group, Indonesia
- Electricity Generating Authority of Thailand
- GVK Power & Infra Limited - India
- Global Green Power PLC Corporation, Philippines
- GMR Energy Limited - India
- GN Power Mariveles Coal Plant, Philippines
- VISA Power Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- The University of Queensland
- International Coal Ventures Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Tamil Nadu electricity Board
- Trasteel International SA, Italy
- Antam Resourcindo - Indonesia
- Tata Chemicals Ltd - India
- Formosa Plastics Group - Taiwan
- Xindia Steels Limited - India
- Sarangani Energy Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Kobexindo Tractors - Indoneisa
- Pendopo Energi Batubara - Indonesia
- CIMB Investment Bank - Malaysia
- Minerals Council of Australia
- TeaM Sual Corporation - Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Asam (Persero) Tbk - Indonesia
- MS Steel International - UAE
- Ministry of Finance - Indonesia
- Chamber of Mines of South Africa
- Energy Development Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- Manunggal Multi Energi - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Mercuria Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- Sical Logistics Limited - India
- Semirara Mining Corp, Philippines
- Indian Energy Exchange, India
- Petron Corporation, Philippines
- The State Trading Corporation of India Ltd
- ASAPP Information Group - India
- Savvy Resources Ltd - HongKong
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kohat Cement Company Ltd. - Pakistan
- Metalloyd Limited - United Kingdom
- PetroVietnam Power Coal Import and Supply Company
- Australian Commodity Traders Exchange
- Medco Energi Mining Internasional
- Madhucon Powers Ltd - India
- Australian Coal Association
- Directorate General of MIneral and Coal - Indonesia
- Global Business Power Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Videocon Industries ltd - India
- Bhatia International Limited - India
- Parry Sugars Refinery, India
- Karaikal Port Pvt Ltd - India
- Indika Energy - Indonesia
- Power Finance Corporation Ltd., India
- Sree Jayajothi Cements Limited - India
- Thiess Contractors Indonesia
- Lanco Infratech Ltd - India
- Sakthi Sugars Limited - India
- Riau Bara Harum - Indonesia
- ICICI Bank Limited - India
- Star Paper Mills Limited - India
- Kumho Petrochemical, South Korea
- Siam City Cement - Thailand
- Billiton Holdings Pty Ltd - Australia
- Therma Luzon, Inc, Philippines
- Carbofer General Trading SA - India
- India Bulls Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Central Java Power - Indonesia
- Vedanta Resources Plc - India
- McConnell Dowell - Australia
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