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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, 13 January 17
U.S. COAL PRICES TO INCREASE IN 2017 AND IN 2018 - EIA
Coal Supply
EIA estimates that U.S. coal production declined by 158 million short tons (MMst) (18%) in 2016, to 739 MMst, which would be the lowe ...
Friday, 13 January 17
U.S. COAL IMPORTS IN THIRD QUARTER 2016 TOTALED 2.7 MMST, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 13.8 million short ton ...
Thursday, 12 January 17
ASIA: COAL'S FUTURE - BENJAMIN SPORTON
As economies develop and the United Nations’ Sustainable Development Goals (SDGs) are realised, demand for energy will increase as more peopl ...
Wednesday, 11 January 17
MARKET INSIGHT - GEORGE DERMATIS
A new year has dawned upon us and it sure promises to be an exciting one which makes it practically impossible to resist the challenge of making a ...
Tuesday, 10 January 17
SHIPPING MARKET 2017
After having entered into a New Year, fresh hopes seem to be high for this to be the turning point in the market that many have been looking forwar ...
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- Gujarat Sidhee Cement - India
- Rio Tinto Coal - Australia
- Latin American Coal - Colombia
- Indika Energy - Indonesia
- SMG Consultants - Indonesia
- Wood Mackenzie - Singapore
- Renaissance Capital - South Africa
- IHS Mccloskey Coal Group - USA
- Mercuria Energy - Indonesia
- Central Electricity Authority - India
- Iligan Light & Power Inc, Philippines
- Malabar Cements Ltd - India
- Holcim Trading Pte Ltd - Singapore
- International Coal Ventures Pvt Ltd - India
- Indonesian Coal Mining Association
- Chettinad Cement Corporation Ltd - India
- Sree Jayajothi Cements Limited - India
- Sindya Power Generating Company Private Ltd
- CNBM International Corporation - China
- Coal and Oil Company - UAE
- Savvy Resources Ltd - HongKong
- Borneo Indobara - Indonesia
- GMR Energy Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Sinarmas Energy and Mining - Indonesia
- Independent Power Producers Association of India
- Metalloyd Limited - United Kingdom
- Formosa Plastics Group - Taiwan
- San Jose City I Power Corp, Philippines
- Standard Chartered Bank - UAE
- Mercator Lines Limited - India
- Bangladesh Power Developement Board
- The University of Queensland
- Eastern Energy - Thailand
- Grasim Industreis Ltd - India
- Altura Mining Limited, Indonesia
- Semirara Mining Corp, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Ambuja Cements Ltd - India
- Indo Tambangraya Megah - Indonesia
- Xindia Steels Limited - India
- Jaiprakash Power Ventures ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Banpu Public Company Limited - Thailand
- Bhushan Steel Limited - India
- Directorate Of Revenue Intelligence - India
- Deloitte Consulting - India
- The Treasury - Australian Government
- TNB Fuel Sdn Bhd - Malaysia
- Therma Luzon, Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Power Finance Corporation Ltd., India
- Larsen & Toubro Limited - India
- Kohat Cement Company Ltd. - Pakistan
- ICICI Bank Limited - India
- Bukit Makmur.PT - Indonesia
- Uttam Galva Steels Limited - India
- Timah Investasi Mineral - Indoneisa
- SN Aboitiz Power Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- McConnell Dowell - Australia
- Straits Asia Resources Limited - Singapore
- Kumho Petrochemical, South Korea
- Minerals Council of Australia
- White Energy Company Limited
- Interocean Group of Companies - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bayan Resources Tbk. - Indonesia
- Energy Link Ltd, New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Orica Mining Services - Indonesia
- Meenaskhi Energy Private Limited - India
- Australian Commodity Traders Exchange
- Petron Corporation, Philippines
- Attock Cement Pakistan Limited
- Posco Energy - South Korea
- Star Paper Mills Limited - India
- Eastern Coal Council - USA
- Mjunction Services Limited - India
- Goldman Sachs - Singapore
- Bulk Trading Sa - Switzerland
- Sarangani Energy Corporation, Philippines
- Dalmia Cement Bharat India
- PNOC Exploration Corporation - Philippines
- Baramulti Group, Indonesia
- Indian Energy Exchange, India
- Bukit Baiduri Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- Marubeni Corporation - India
- The State Trading Corporation of India Ltd
- Jorong Barutama Greston.PT - Indonesia
- Australian Coal Association
- Tata Chemicals Ltd - India
- Global Business Power Corporation, Philippines
- Tamil Nadu electricity Board
- Indian Oil Corporation Limited
- TeaM Sual Corporation - Philippines
- Singapore Mercantile Exchange
- Toyota Tsusho Corporation, Japan
- Ceylon Electricity Board - Sri Lanka
- Cement Manufacturers Association - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Oldendorff Carriers - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Sojitz Corporation - Japan
- India Bulls Power Limited - India
- Kepco SPC Power Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Samtan Co., Ltd - South Korea
- AsiaOL BioFuels Corp., Philippines
- Sakthi Sugars Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Georgia Ports Authority, United States
- GAC Shipping (India) Pvt Ltd
- Vizag Seaport Private Limited - India
- Ministry of Transport, Egypt
- LBH Netherlands Bv - Netherlands
- MS Steel International - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Lanco Infratech Ltd - India
- Makarim & Taira - Indonesia
- Aditya Birla Group - India
- Petrochimia International Co. Ltd.- Taiwan
- New Zealand Coal & Carbon
- Medco Energi Mining Internasional
- Kalimantan Lumbung Energi - Indonesia
- Simpson Spence & Young - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Energy Development Corp, Philippines
- Coastal Gujarat Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Orica Australia Pty. Ltd.
- Meralco Power Generation, Philippines
- Binh Thuan Hamico - Vietnam
- Commonwealth Bank - Australia
- Ministry of Finance - Indonesia
- IEA Clean Coal Centre - UK
- Salva Resources Pvt Ltd - India
- Carbofer General Trading SA - India
- Parliament of New Zealand
- Antam Resourcindo - Indonesia
- VISA Power Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Madhucon Powers Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Heidelberg Cement - Germany
- Globalindo Alam Lestari - Indonesia
- Siam City Cement PLC, Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Electricity Authority, New Zealand
- Thiess Contractors Indonesia
- Kobexindo Tractors - Indoneisa
- Siam City Cement - Thailand
- Africa Commodities Group - South Africa
- Jindal Steel & Power Ltd - India
- Edison Trading Spa - Italy
- Gujarat Mineral Development Corp Ltd - India
- Bhatia International Limited - India
- Kaltim Prima Coal - Indonesia
- Romanian Commodities Exchange
- Ind-Barath Power Infra Limited - India
- Coalindo Energy - Indonesia
- Thai Mozambique Logistica
- Price Waterhouse Coopers - Russia
- PTC India Limited - India
- Kartika Selabumi Mining - Indonesia
- Merrill Lynch Commodities Europe
- Offshore Bulk Terminal Pte Ltd, Singapore
- Trasteel International SA, Italy
- SMC Global Power, Philippines
- Chamber of Mines of South Africa
- Mintek Dendrill Indonesia
- Intertek Mineral Services - Indonesia
- GVK Power & Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kapuas Tunggal Persada - Indonesia
- Ministry of Mines - Canada
- PowerSource Philippines DevCo
- Riau Bara Harum - Indonesia
- Central Java Power - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Agrawal Coal Company - India
- Bhoruka Overseas - Indonesia
- Global Green Power PLC Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Wilmar Investment Holdings
- Bharathi Cement Corporation - India
- South Luzon Thermal Energy Corporation
- Videocon Industries ltd - India
- Electricity Generating Authority of Thailand
- Leighton Contractors Pty Ltd - Australia
- ASAPP Information Group - India
- Rashtriya Ispat Nigam Limited - India
- Indogreen Group - Indonesia
- London Commodity Brokers - England
- Sical Logistics Limited - India
- Vedanta Resources Plc - India
- Manunggal Multi Energi - Indonesia
- Krishnapatnam Port Company Ltd. - India
- CIMB Investment Bank - Malaysia
- Anglo American - United Kingdom
- Karaikal Port Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Port Waratah Coal Services - Australia
- Barasentosa Lestari - Indonesia
- European Bulk Services B.V. - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- Billiton Holdings Pty Ltd - Australia
- Global Coal Blending Company Limited - Australia
- Gujarat Electricity Regulatory Commission - India
- Planning Commission, India
- Economic Council, Georgia
- Parry Sugars Refinery, India
- Essar Steel Hazira Ltd - India
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