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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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Monday, 09 January 17
FFA SUPRAMAX: Q1 AND Q2 TRADING UP TO $7100 WHILE CAL17 PRINTED $7250 - FIS
Capesize
Sentiment has swung quickly on capes and although there appears to be a very short list for open tonnage in the Atlantic Feb dates appea ...
Monday, 09 January 17
COAL MARKETS WERE UNEXPECTEDLY ONE OF THE STRONGEST PERFORMERS OF 2016 - SGX
COALspot.com: Coal markets were unexpectedly one of the strongest performers of 2016, with domestic production restrictions in China as well as sup ...
Monday, 09 January 17
THE INDONESIA COAL BENCHMARK PRICE SLIDES AFTER THE RECENT RALLY
COALspot.com: The Indonesia coal benchmark price slides in January 2017 after the recent rally. The government declared benchmark prices for Indone ...
Friday, 06 January 17
U.S. WEEKLY ESTIMATED COAL PRODUCTION TOTALED APPROXIMATELY 12.4 MMST; DOWN 18.4% W/W - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 12.4 million short ton ...
Thursday, 05 January 17
UNCHANGED COAL-FIRED TARIFFS PRESSURE CHINA'S GENERATORS - FITCH
COALspot.com: China's decision to keep on-grid electricity prices from coal-fired power unchanged amid higher coal prices will further squeeze ...
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- Madhucon Powers Ltd - India
- Malabar Cements Ltd - India
- McConnell Dowell - Australia
- Indian Energy Exchange, India
- Neyveli Lignite Corporation Ltd, - India
- IHS Mccloskey Coal Group - USA
- India Bulls Power Limited - India
- Grasim Industreis Ltd - India
- Eastern Coal Council - USA
- Petrochimia International Co. Ltd.- Taiwan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Iligan Light & Power Inc, Philippines
- ICICI Bank Limited - India
- GVK Power & Infra Limited - India
- Australian Coal Association
- Karaikal Port Pvt Ltd - India
- Heidelberg Cement - Germany
- Borneo Indobara - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Essar Steel Hazira Ltd - India
- Xindia Steels Limited - India
- Coalindo Energy - Indonesia
- Riau Bara Harum - Indonesia
- Port Waratah Coal Services - Australia
- Africa Commodities Group - South Africa
- Metalloyd Limited - United Kingdom
- OPG Power Generation Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Videocon Industries ltd - India
- The University of Queensland
- Savvy Resources Ltd - HongKong
- Electricity Authority, New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- TeaM Sual Corporation - Philippines
- Rio Tinto Coal - Australia
- Maharashtra Electricity Regulatory Commission - India
- Medco Energi Mining Internasional
- Sree Jayajothi Cements Limited - India
- PowerSource Philippines DevCo
- AsiaOL BioFuels Corp., Philippines
- Georgia Ports Authority, United States
- Meenaskhi Energy Private Limited - India
- Energy Development Corp, Philippines
- South Luzon Thermal Energy Corporation
- Semirara Mining Corp, Philippines
- Bhoruka Overseas - Indonesia
- Miang Besar Coal Terminal - Indonesia
- European Bulk Services B.V. - Netherlands
- Attock Cement Pakistan Limited
- Indian Oil Corporation Limited
- Banpu Public Company Limited - Thailand
- Bayan Resources Tbk. - Indonesia
- Bharathi Cement Corporation - India
- Wilmar Investment Holdings
- Ministry of Transport, Egypt
- Ind-Barath Power Infra Limited - India
- Indika Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Economic Council, Georgia
- Pendopo Energi Batubara - Indonesia
- Singapore Mercantile Exchange
- Minerals Council of Australia
- Alfred C Toepfer International GmbH - Germany
- Petron Corporation, Philippines
- Thiess Contractors Indonesia
- Global Business Power Corporation, Philippines
- Siam City Cement PLC, Thailand
- Global Green Power PLC Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Maheswari Brothers Coal Limited - India
- Aditya Birla Group - India
- The State Trading Corporation of India Ltd
- New Zealand Coal & Carbon
- SMC Global Power, Philippines
- Timah Investasi Mineral - Indoneisa
- Coal and Oil Company - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Commonwealth Bank - Australia
- Parry Sugars Refinery, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Independent Power Producers Association of India
- Merrill Lynch Commodities Europe
- Gujarat Mineral Development Corp Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Makarim & Taira - Indonesia
- VISA Power Limited - India
- Anglo American - United Kingdom
- Indogreen Group - Indonesia
- Globalindo Alam Lestari - Indonesia
- SMG Consultants - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- PTC India Limited - India
- GMR Energy Limited - India
- Mjunction Services Limited - India
- IEA Clean Coal Centre - UK
- Global Coal Blending Company Limited - Australia
- Kideco Jaya Agung - Indonesia
- Samtan Co., Ltd - South Korea
- Kaltim Prima Coal - Indonesia
- Sindya Power Generating Company Private Ltd
- Aboitiz Power Corporation - Philippines
- Sical Logistics Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Thai Mozambique Logistica
- Bukit Asam (Persero) Tbk - Indonesia
- Indo Tambangraya Megah - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Trasteel International SA, Italy
- Mercuria Energy - Indonesia
- MS Steel International - UAE
- Energy Link Ltd, New Zealand
- Sarangani Energy Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Antam Resourcindo - Indonesia
- Ambuja Cements Ltd - India
- Oldendorff Carriers - Singapore
- CNBM International Corporation - China
- Agrawal Coal Company - India
- Kohat Cement Company Ltd. - Pakistan
- Manunggal Multi Energi - Indonesia
- Posco Energy - South Korea
- Tamil Nadu electricity Board
- Semirara Mining and Power Corporation, Philippines
- Central Electricity Authority - India
- Goldman Sachs - Singapore
- Eastern Energy - Thailand
- Ceylon Electricity Board - Sri Lanka
- San Jose City I Power Corp, Philippines
- Planning Commission, India
- Vizag Seaport Private Limited - India
- Central Java Power - Indonesia
- Krishnapatnam Port Company Ltd. - India
- PNOC Exploration Corporation - Philippines
- Parliament of New Zealand
- Salva Resources Pvt Ltd - India
- Star Paper Mills Limited - India
- Directorate Of Revenue Intelligence - India
- Bhushan Steel Limited - India
- Binh Thuan Hamico - Vietnam
- Cement Manufacturers Association - India
- The Treasury - Australian Government
- Electricity Generating Authority of Thailand
- GAC Shipping (India) Pvt Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sinarmas Energy and Mining - Indonesia
- Indonesian Coal Mining Association
- Rashtriya Ispat Nigam Limited - India
- Meralco Power Generation, Philippines
- Vedanta Resources Plc - India
- Ministry of Mines - Canada
- Dalmia Cement Bharat India
- Bukit Makmur.PT - Indonesia
- Orica Mining Services - Indonesia
- Kartika Selabumi Mining - Indonesia
- Kepco SPC Power Corporation, Philippines
- Gujarat Sidhee Cement - India
- Bukit Baiduri Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- White Energy Company Limited
- Bhatia International Limited - India
- Barasentosa Lestari - Indonesia
- Deloitte Consulting - India
- Latin American Coal - Colombia
- Kumho Petrochemical, South Korea
- Mercator Lines Limited - India
- Tata Chemicals Ltd - India
- Simpson Spence & Young - Indonesia
- Renaissance Capital - South Africa
- Coastal Gujarat Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Power Finance Corporation Ltd., India
- GN Power Mariveles Coal Plant, Philippines
- Sakthi Sugars Limited - India
- Lanco Infratech Ltd - India
- Sojitz Corporation - Japan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Standard Chartered Bank - UAE
- Chamber of Mines of South Africa
- Orica Australia Pty. Ltd.
- International Coal Ventures Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Uttam Galva Steels Limited - India
- Mintek Dendrill Indonesia
- Formosa Plastics Group - Taiwan
- Ministry of Finance - Indonesia
- Marubeni Corporation - India
- Australian Commodity Traders Exchange
- Larsen & Toubro Limited - India
- Carbofer General Trading SA - India
- Romanian Commodities Exchange
- CIMB Investment Bank - Malaysia
- Gujarat Electricity Regulatory Commission - India
- Toyota Tsusho Corporation, Japan
- Straits Asia Resources Limited - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Interocean Group of Companies - India
- Baramulti Group, Indonesia
- Edison Trading Spa - Italy
- TNB Fuel Sdn Bhd - Malaysia
- ASAPP Information Group - India
- Siam City Cement - Thailand
- Chettinad Cement Corporation Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Intertek Mineral Services - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Wood Mackenzie - Singapore
- Jaiprakash Power Ventures ltd
- Altura Mining Limited, Indonesia
- London Commodity Brokers - England
- Karbindo Abesyapradhi - Indoneisa
- Bangladesh Power Developement Board
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