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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, 20 January 17
U.S. WEEKLY COAL OUTPUT ESTIMATED 15.7 MMST; UP 14.1% W/W
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.7 million short ton ...
Thursday, 19 January 17
KOREAN POWER UTILITY BORYEONG POWER TO IMPORT 660K TONS OF BITUMINOUS COAL FOR MARCH 2017
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 590,000 Metric Tons of Bituminous coal and 7000 ...
Thursday, 19 January 17
PANAMAX RATES ARE UNDER PRESSURE IN BOTH HEMISPHERES - FEARNLEYS
Supramax
The market remained flat and the week continued at the same pace as last.
According to Fearnleys weekly dry bulk report, still more ...
Wednesday, 18 January 17
TANKER: THE CLEAN PRODUCT MARKET IS STILL NOT GIVING US ANY CLEAR SIGNS OF RECOVERY - GEORGE VASTARDIS
While we are approaching the Chinese New Year, the Clean Product market is still not giving us any clear signs of recovery, especially on The East ...
Monday, 16 January 17
WHY THE SOLUTION TO INDIA'S ENERGY CHALLENGE LIES IN COAL POWER PLANTS - BENJAMIN SPORTON
India’s huge development and energy challenges mean there are economic and development arguments for investing in new coal power plants for t ...
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- Port Waratah Coal Services - Australia
- Samtan Co., Ltd - South Korea
- Goldman Sachs - Singapore
- Bukit Baiduri Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- Eastern Energy - Thailand
- Carbofer General Trading SA - India
- Parliament of New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- Interocean Group of Companies - India
- The State Trading Corporation of India Ltd
- Baramulti Group, Indonesia
- Intertek Mineral Services - Indonesia
- Energy Development Corp, Philippines
- Power Finance Corporation Ltd., India
- Essar Steel Hazira Ltd - India
- Central Electricity Authority - India
- Sindya Power Generating Company Private Ltd
- Metalloyd Limited - United Kingdom
- Vijayanagar Sugar Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- European Bulk Services B.V. - Netherlands
- Economic Council, Georgia
- Australian Commodity Traders Exchange
- Formosa Plastics Group - Taiwan
- Medco Energi Mining Internasional
- Global Green Power PLC Corporation, Philippines
- Coalindo Energy - Indonesia
- Georgia Ports Authority, United States
- Energy Link Ltd, New Zealand
- Indogreen Group - Indonesia
- Aditya Birla Group - India
- OPG Power Generation Pvt Ltd - India
- Indonesian Coal Mining Association
- Lanco Infratech Ltd - India
- Manunggal Multi Energi - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Jaiprakash Power Ventures ltd
- Alfred C Toepfer International GmbH - Germany
- Bhatia International Limited - India
- Standard Chartered Bank - UAE
- Savvy Resources Ltd - HongKong
- Africa Commodities Group - South Africa
- Therma Luzon, Inc, Philippines
- Global Business Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Eastern Coal Council - USA
- South Luzon Thermal Energy Corporation
- Rio Tinto Coal - Australia
- Australian Coal Association
- Mintek Dendrill Indonesia
- Semirara Mining Corp, Philippines
- Commonwealth Bank - Australia
- Holcim Trading Pte Ltd - Singapore
- Gujarat Sidhee Cement - India
- Electricity Authority, New Zealand
- Banpu Public Company Limited - Thailand
- Billiton Holdings Pty Ltd - Australia
- Meralco Power Generation, Philippines
- Antam Resourcindo - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sical Logistics Limited - India
- Globalindo Alam Lestari - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Bhoruka Overseas - Indonesia
- Thiess Contractors Indonesia
- Tamil Nadu electricity Board
- Kalimantan Lumbung Energi - Indonesia
- Sakthi Sugars Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Timah Investasi Mineral - Indoneisa
- Kumho Petrochemical, South Korea
- Vizag Seaport Private Limited - India
- Wood Mackenzie - Singapore
- Riau Bara Harum - Indonesia
- Barasentosa Lestari - Indonesia
- Coal and Oil Company - UAE
- Indian Oil Corporation Limited
- SMG Consultants - Indonesia
- Oldendorff Carriers - Singapore
- Dalmia Cement Bharat India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Malabar Cements Ltd - India
- Indian Energy Exchange, India
- Thai Mozambique Logistica
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Mines - Canada
- Rashtriya Ispat Nigam Limited - India
- Salva Resources Pvt Ltd - India
- Singapore Mercantile Exchange
- The Treasury - Australian Government
- Attock Cement Pakistan Limited
- ASAPP Information Group - India
- Edison Trading Spa - Italy
- Bangladesh Power Developement Board
- Miang Besar Coal Terminal - Indonesia
- Simpson Spence & Young - Indonesia
- Indika Energy - Indonesia
- Madhucon Powers Ltd - India
- Meenaskhi Energy Private Limited - India
- Borneo Indobara - Indonesia
- Mercuria Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- GAC Shipping (India) Pvt Ltd
- Sojitz Corporation - Japan
- Minerals Council of Australia
- Petron Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Vedanta Resources Plc - India
- New Zealand Coal & Carbon
- Kideco Jaya Agung - Indonesia
- Tata Chemicals Ltd - India
- London Commodity Brokers - England
- Sarangani Energy Corporation, Philippines
- Parry Sugars Refinery, India
- Romanian Commodities Exchange
- GMR Energy Limited - India
- Uttam Galva Steels Limited - India
- Straits Asia Resources Limited - Singapore
- GVK Power & Infra Limited - India
- SN Aboitiz Power Inc, Philippines
- IHS Mccloskey Coal Group - USA
- Ministry of Transport, Egypt
- Cigading International Bulk Terminal - Indonesia
- Deloitte Consulting - India
- Kaltim Prima Coal - Indonesia
- Merrill Lynch Commodities Europe
- PetroVietnam Power Coal Import and Supply Company
- Marubeni Corporation - India
- Mercator Lines Limited - India
- Karaikal Port Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- CNBM International Corporation - China
- Agrawal Coal Company - India
- Sinarmas Energy and Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Orica Mining Services - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Bulk Trading Sa - Switzerland
- Aboitiz Power Corporation - Philippines
- Wilmar Investment Holdings
- Star Paper Mills Limited - India
- Global Coal Blending Company Limited - Australia
- Anglo American - United Kingdom
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Larsen & Toubro Limited - India
- Chettinad Cement Corporation Ltd - India
- Heidelberg Cement - Germany
- Siam City Cement - Thailand
- AsiaOL BioFuels Corp., Philippines
- Maheswari Brothers Coal Limited - India
- San Jose City I Power Corp, Philippines
- Makarim & Taira - Indonesia
- Ind-Barath Power Infra Limited - India
- SMC Global Power, Philippines
- Latin American Coal - Colombia
- Planning Commission, India
- Gujarat Electricity Regulatory Commission - India
- Coastal Gujarat Power Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Krishnapatnam Port Company Ltd. - India
- Kartika Selabumi Mining - Indonesia
- LBH Netherlands Bv - Netherlands
- Leighton Contractors Pty Ltd - Australia
- Semirara Mining and Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Chamber of Mines of South Africa
- Jorong Barutama Greston.PT - Indonesia
- VISA Power Limited - India
- Directorate Of Revenue Intelligence - India
- Siam City Cement PLC, Thailand
- PowerSource Philippines DevCo
- Orica Australia Pty. Ltd.
- Posco Energy - South Korea
- TNB Fuel Sdn Bhd - Malaysia
- Independent Power Producers Association of India
- Kobexindo Tractors - Indoneisa
- Altura Mining Limited, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Mjunction Services Limited - India
- ICICI Bank Limited - India
- Renaissance Capital - South Africa
- India Bulls Power Limited - India
- PTC India Limited - India
- Videocon Industries ltd - India
- Kapuas Tunggal Persada - Indonesia
- Bhushan Steel Limited - India
- Central Java Power - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Finance - Indonesia
- Binh Thuan Hamico - Vietnam
- Kohat Cement Company Ltd. - Pakistan
- Bharathi Cement Corporation - India
- White Energy Company Limited
- Bukit Makmur.PT - Indonesia
- The University of Queensland
- IEA Clean Coal Centre - UK
- Toyota Tsusho Corporation, Japan
- Grasim Industreis Ltd - India
- Electricity Generating Authority of Thailand
- Kepco SPC Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Cement Manufacturers Association - India
- TeaM Sual Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Indo Tambangraya Megah - Indonesia
- Xindia Steels Limited - India
- Trasteel International SA, Italy
- Ceylon Electricity Board - Sri Lanka
- McConnell Dowell - Australia
- Jindal Steel & Power Ltd - India
- MS Steel International - UAE
- Asmin Koalindo Tuhup - Indonesia
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