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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, 27 January 17
U.S WEEKLY COAL OUTPUT RISES FOR THIRD STRAIGHT WEEK
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.8 million short ton ...
Wednesday, 25 January 17
MARKET INSIGHT - KONSTANTINOS KAKAVITSAS
Remember that old but classic song called “Destination Unknown”? Well that is where the oil market is heading right now. The song made ...
Tuesday, 24 January 17
MARKET UPDATE - ALLIED
This week at the World Economic Forum in the Swiss resort of Davos we had a historic first via the attendance and speech given by China’s pre ...
Monday, 23 January 17
THE PORT OF NEWCASTLE SHIPPED $AU 15.279 BILLION WORTH OF 161.399 MILLION TONS OF COAL IN 2016
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU 1,453.1 M ...
Monday, 23 January 17
THE FREIGHT MARKET DID NOT CHANGE MUCH AND WAS ALMOST AT SAME LEVELS AS LAST WEEK
COALspot.com: The Freight market did not change much and was almost at same levels as last week.
The Baltic Exchange, tracking rates for ships ...
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- Jindal Steel & Power Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Oldendorff Carriers - Singapore
- CNBM International Corporation - China
- Larsen & Toubro Limited - India
- Gujarat Electricity Regulatory Commission - India
- Ambuja Cements Ltd - India
- Malabar Cements Ltd - India
- Vedanta Resources Plc - India
- Bangladesh Power Developement Board
- Singapore Mercantile Exchange
- Energy Development Corp, Philippines
- IHS Mccloskey Coal Group - USA
- VISA Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Meralco Power Generation, Philippines
- Bharathi Cement Corporation - India
- Mercator Lines Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- AsiaOL BioFuels Corp., Philippines
- Trasteel International SA, Italy
- Alfred C Toepfer International GmbH - Germany
- Barasentosa Lestari - Indonesia
- Rio Tinto Coal - Australia
- Sojitz Corporation - Japan
- Ministry of Mines - Canada
- LBH Netherlands Bv - Netherlands
- GMR Energy Limited - India
- Sakthi Sugars Limited - India
- Karaikal Port Pvt Ltd - India
- Port Waratah Coal Services - Australia
- MS Steel International - UAE
- Thiess Contractors Indonesia
- SMC Global Power, Philippines
- Siam City Cement PLC, Thailand
- India Bulls Power Limited - India
- Indian Oil Corporation Limited
- Bahari Cakrawala Sebuku - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Electricity Authority, New Zealand
- Aditya Birla Group - India
- Gujarat Sidhee Cement - India
- PTC India Limited - India
- Bukit Baiduri Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- OPG Power Generation Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Economic Council, Georgia
- South Luzon Thermal Energy Corporation
- Bhoruka Overseas - Indonesia
- Indo Tambangraya Megah - Indonesia
- Independent Power Producers Association of India
- Power Finance Corporation Ltd., India
- CIMB Investment Bank - Malaysia
- Videocon Industries ltd - India
- IEA Clean Coal Centre - UK
- Sinarmas Energy and Mining - Indonesia
- Interocean Group of Companies - India
- Global Green Power PLC Corporation, Philippines
- Medco Energi Mining Internasional
- Kartika Selabumi Mining - Indonesia
- Latin American Coal - Colombia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Savvy Resources Ltd - HongKong
- Jorong Barutama Greston.PT - Indonesia
- Renaissance Capital - South Africa
- San Jose City I Power Corp, Philippines
- Jaiprakash Power Ventures ltd
- Siam City Cement - Thailand
- Essar Steel Hazira Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Makmur.PT - Indonesia
- Commonwealth Bank - Australia
- Intertek Mineral Services - Indonesia
- Kumho Petrochemical, South Korea
- Uttam Galva Steels Limited - India
- Posco Energy - South Korea
- Kideco Jaya Agung - Indonesia
- PNOC Exploration Corporation - Philippines
- Sical Logistics Limited - India
- Wood Mackenzie - Singapore
- Bayan Resources Tbk. - Indonesia
- Riau Bara Harum - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Maheswari Brothers Coal Limited - India
- Leighton Contractors Pty Ltd - Australia
- Global Coal Blending Company Limited - Australia
- Parry Sugars Refinery, India
- Petron Corporation, Philippines
- Attock Cement Pakistan Limited
- Manunggal Multi Energi - Indonesia
- Altura Mining Limited, Indonesia
- Makarim & Taira - Indonesia
- Edison Trading Spa - Italy
- Straits Asia Resources Limited - Singapore
- Semirara Mining and Power Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Africa Commodities Group - South Africa
- Marubeni Corporation - India
- Krishnapatnam Port Company Ltd. - India
- Central Java Power - Indonesia
- White Energy Company Limited
- Bhatia International Limited - India
- Meenaskhi Energy Private Limited - India
- Formosa Plastics Group - Taiwan
- Orica Mining Services - Indonesia
- Price Waterhouse Coopers - Russia
- PetroVietnam Power Coal Import and Supply Company
- Sree Jayajothi Cements Limited - India
- Borneo Indobara - Indonesia
- Sarangani Energy Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Coastal Gujarat Power Limited - India
- PowerSource Philippines DevCo
- Pipit Mutiara Jaya. PT, Indonesia
- Parliament of New Zealand
- Goldman Sachs - Singapore
- Star Paper Mills Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Antam Resourcindo - Indonesia
- SMG Consultants - Indonesia
- ICICI Bank Limited - India
- Deloitte Consulting - India
- Aboitiz Power Corporation - Philippines
- Mjunction Services Limited - India
- Indogreen Group - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Baramulti Group, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Madhucon Powers Ltd - India
- Bhushan Steel Limited - India
- Mercuria Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- SN Aboitiz Power Inc, Philippines
- Eastern Energy - Thailand
- The State Trading Corporation of India Ltd
- European Bulk Services B.V. - Netherlands
- Holcim Trading Pte Ltd - Singapore
- Thai Mozambique Logistica
- Central Electricity Authority - India
- Xindia Steels Limited - India
- GAC Shipping (India) Pvt Ltd
- Ministry of Finance - Indonesia
- Australian Commodity Traders Exchange
- Directorate Of Revenue Intelligence - India
- Kapuas Tunggal Persada - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Anglo American - United Kingdom
- Coal and Oil Company - UAE
- Lanco Infratech Ltd - India
- Banpu Public Company Limited - Thailand
- TeaM Sual Corporation - Philippines
- Miang Besar Coal Terminal - Indonesia
- Timah Investasi Mineral - Indoneisa
- The Treasury - Australian Government
- Minerals Council of Australia
- Tata Chemicals Ltd - India
- Global Business Power Corporation, Philippines
- London Commodity Brokers - England
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Transport, Egypt
- Toyota Tsusho Corporation, Japan
- Planning Commission, India
- Standard Chartered Bank - UAE
- Therma Luzon, Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Electricity Generating Authority of Thailand
- Kaltim Prima Coal - Indonesia
- Indika Energy - Indonesia
- Heidelberg Cement - Germany
- Kobexindo Tractors - Indoneisa
- Samtan Co., Ltd - South Korea
- Pendopo Energi Batubara - Indonesia
- Tamil Nadu electricity Board
- ASAPP Information Group - India
- Semirara Mining Corp, Philippines
- Romanian Commodities Exchange
- Metalloyd Limited - United Kingdom
- Sindya Power Generating Company Private Ltd
- Dalmia Cement Bharat India
- Asmin Koalindo Tuhup - Indonesia
- Chamber of Mines of South Africa
- Grasim Industreis Ltd - India
- Binh Thuan Hamico - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- Wilmar Investment Holdings
- New Zealand Coal & Carbon
- Bulk Trading Sa - Switzerland
- Agrawal Coal Company - India
- Petrochimia International Co. Ltd.- Taiwan
- Orica Australia Pty. Ltd.
- GVK Power & Infra Limited - India
- Carbofer General Trading SA - India
- Directorate General of MIneral and Coal - Indonesia
- Merrill Lynch Commodities Europe
- Eastern Coal Council - USA
- Salva Resources Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Georgia Ports Authority, United States
- Simpson Spence & Young - Indonesia
- Mintek Dendrill Indonesia
- The University of Queensland
- Indian Energy Exchange, India
- Indonesian Coal Mining Association
- Cement Manufacturers Association - India
- McConnell Dowell - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Iligan Light & Power Inc, Philippines
- Energy Link Ltd, New Zealand
- Australian Coal Association
- Coalindo Energy - Indonesia
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