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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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Thursday, 05 January 17
CAPE MARKET HAVE KEPT SURPRISINGLY FIRM AND ACTIVE DURING THE CHRISTMAS AND NEW YEAR HOLIDAYS - FEARNLEYS
Supramax
The first week after a slow Christmas break has started off with little activity and softening rates. Not surprisingly, the market is fi ...
Thursday, 05 January 17
COMPARISON OF HONG KONG AND LONDON ARBITRATION - SKULD
KNOWLEDGE TO ELEVATE
Whilst London arbitration is the most popular platform for resolution of charterparty disputes, where the parties involved a ...
Wednesday, 04 January 17
INDONESIA'S COAL PRODUCTION IS ESTIMATED TO REACH 434 MILLION TONS IN 2016 EXCEEDED THE GOVERNMENT'S INITIAL TARGET
Indonesia's coal production is estimated to reach 434 million tons in 2016 exceeded the government's initial target. The Ministry of Energy ...
Tuesday, 03 January 17
BENGKULU TO IMPOSE TOUGHER REGULATION FOR UNPROCESSED COAL AND MINERALS EXPORTS IN 2017 - MEDIA
Bengkulu provincial government is planning to impose tougher regulation for export of coal and mineral in 2017. According to liputan6 online portal ...
Monday, 02 January 17
PORT OF NEWCASTLE SHIPPED 13.62 MMT OF COAL IN NOVEMBER; UP 4.18% M/M
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU 1,201 Mil ...
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- Merrill Lynch Commodities Europe
- Port Waratah Coal Services - Australia
- Kohat Cement Company Ltd. - Pakistan
- PTC India Limited - India
- Therma Luzon, Inc, Philippines
- Orica Australia Pty. Ltd.
- Indian Energy Exchange, India
- The Treasury - Australian Government
- Marubeni Corporation - India
- Vijayanagar Sugar Pvt Ltd - India
- London Commodity Brokers - England
- Bahari Cakrawala Sebuku - Indonesia
- Antam Resourcindo - Indonesia
- Essar Steel Hazira Ltd - India
- Altura Mining Limited, Indonesia
- Straits Asia Resources Limited - Singapore
- McConnell Dowell - Australia
- South Luzon Thermal Energy Corporation
- Coastal Gujarat Power Limited - India
- Indonesian Coal Mining Association
- Maharashtra Electricity Regulatory Commission - India
- Bukit Makmur.PT - Indonesia
- Sinarmas Energy and Mining - Indonesia
- AsiaOL BioFuels Corp., Philippines
- CNBM International Corporation - China
- Vedanta Resources Plc - India
- Siam City Cement PLC, Thailand
- Siam City Cement - Thailand
- Power Finance Corporation Ltd., India
- Sindya Power Generating Company Private Ltd
- Bharathi Cement Corporation - India
- Minerals Council of Australia
- VISA Power Limited - India
- Chamber of Mines of South Africa
- Directorate General of MIneral and Coal - Indonesia
- Global Coal Blending Company Limited - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Maheswari Brothers Coal Limited - India
- GAC Shipping (India) Pvt Ltd
- Barasentosa Lestari - Indonesia
- The State Trading Corporation of India Ltd
- Grasim Industreis Ltd - India
- Karaikal Port Pvt Ltd - India
- Parry Sugars Refinery, India
- Australian Commodity Traders Exchange
- Pendopo Energi Batubara - Indonesia
- Price Waterhouse Coopers - Russia
- LBH Netherlands Bv - Netherlands
- Latin American Coal - Colombia
- Electricity Authority, New Zealand
- India Bulls Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Singapore Mercantile Exchange
- Lanco Infratech Ltd - India
- Electricity Generating Authority of Thailand
- Georgia Ports Authority, United States
- Semirara Mining Corp, Philippines
- Gujarat Sidhee Cement - India
- Kobexindo Tractors - Indoneisa
- Kepco SPC Power Corporation, Philippines
- Eastern Energy - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Riau Bara Harum - Indonesia
- Medco Energi Mining Internasional
- PNOC Exploration Corporation - Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Timah Investasi Mineral - Indoneisa
- Sakthi Sugars Limited - India
- GMR Energy Limited - India
- Madhucon Powers Ltd - India
- Australian Coal Association
- Interocean Group of Companies - India
- Formosa Plastics Group - Taiwan
- Neyveli Lignite Corporation Ltd, - India
- Bukit Baiduri Energy - Indonesia
- Rio Tinto Coal - Australia
- Petron Corporation, Philippines
- Posco Energy - South Korea
- Bangladesh Power Developement Board
- Pipit Mutiara Jaya. PT, Indonesia
- Renaissance Capital - South Africa
- Goldman Sachs - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- MS Steel International - UAE
- Star Paper Mills Limited - India
- Ministry of Transport, Egypt
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- IEA Clean Coal Centre - UK
- Energy Link Ltd, New Zealand
- Binh Thuan Hamico - Vietnam
- Xindia Steels Limited - India
- Kartika Selabumi Mining - Indonesia
- Energy Development Corp, Philippines
- Orica Mining Services - Indonesia
- Independent Power Producers Association of India
- Sarangani Energy Corporation, Philippines
- Africa Commodities Group - South Africa
- Cigading International Bulk Terminal - Indonesia
- Bhoruka Overseas - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Meralco Power Generation, Philippines
- TeaM Sual Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- Kumho Petrochemical, South Korea
- Mercator Lines Limited - India
- ASAPP Information Group - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Metalloyd Limited - United Kingdom
- ICICI Bank Limited - India
- Thai Mozambique Logistica
- Mercuria Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Ministry of Finance - Indonesia
- Sree Jayajothi Cements Limited - India
- Iligan Light & Power Inc, Philippines
- The University of Queensland
- European Bulk Services B.V. - Netherlands
- Sojitz Corporation - Japan
- Deloitte Consulting - India
- Malabar Cements Ltd - India
- CIMB Investment Bank - Malaysia
- SMC Global Power, Philippines
- Edison Trading Spa - Italy
- Meenaskhi Energy Private Limited - India
- Dalmia Cement Bharat India
- Gujarat Electricity Regulatory Commission - India
- Ambuja Cements Ltd - India
- Indika Energy - Indonesia
- Thiess Contractors Indonesia
- Ceylon Electricity Board - Sri Lanka
- Manunggal Multi Energi - Indonesia
- PowerSource Philippines DevCo
- Coal and Oil Company - UAE
- Standard Chartered Bank - UAE
- Rashtriya Ispat Nigam Limited - India
- Miang Besar Coal Terminal - Indonesia
- Parliament of New Zealand
- PetroVietnam Power Coal Import and Supply Company
- Makarim & Taira - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Jindal Steel & Power Ltd - India
- Vizag Seaport Private Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Central Electricity Authority - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Uttam Galva Steels Limited - India
- Aboitiz Power Corporation - Philippines
- SMG Consultants - Indonesia
- Global Green Power PLC Corporation, Philippines
- Sical Logistics Limited - India
- Banpu Public Company Limited - Thailand
- Mjunction Services Limited - India
- OPG Power Generation Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Baramulti Group, Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Carbofer General Trading SA - India
- Videocon Industries ltd - India
- Trasteel International SA, Italy
- Borneo Indobara - Indonesia
- Heidelberg Cement - Germany
- Bulk Trading Sa - Switzerland
- Aditya Birla Group - India
- Anglo American - United Kingdom
- GVK Power & Infra Limited - India
- Leighton Contractors Pty Ltd - Australia
- San Jose City I Power Corp, Philippines
- Tata Chemicals Ltd - India
- Economic Council, Georgia
- Bhatia International Limited - India
- Larsen & Toubro Limited - India
- New Zealand Coal & Carbon
- Oldendorff Carriers - Singapore
- Holcim Trading Pte Ltd - Singapore
- Kapuas Tunggal Persada - Indonesia
- Cement Manufacturers Association - India
- Toyota Tsusho Corporation, Japan
- IHS Mccloskey Coal Group - USA
- Planning Commission, India
- GN Power Mariveles Coal Plant, Philippines
- Jaiprakash Power Ventures ltd
- Central Java Power - Indonesia
- Globalindo Alam Lestari - Indonesia
- Coalindo Energy - Indonesia
- Commonwealth Bank - Australia
- Semirara Mining and Power Corporation, Philippines
- Indogreen Group - Indonesia
- Salva Resources Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Ministry of Mines - Canada
- Mintek Dendrill Indonesia
- Krishnapatnam Port Company Ltd. - India
- International Coal Ventures Pvt Ltd - India
- Eastern Coal Council - USA
- Samtan Co., Ltd - South Korea
- Bayan Resources Tbk. - Indonesia
- White Energy Company Limited
- Asmin Koalindo Tuhup - Indonesia
- Simpson Spence & Young - Indonesia
- Bhushan Steel Limited - India
- Ind-Barath Power Infra Limited - India
- Romanian Commodities Exchange
- Kideco Jaya Agung - Indonesia
- Kaltim Prima Coal - Indonesia
- Wood Mackenzie - Singapore
- Wilmar Investment Holdings
- Kalimantan Lumbung Energi - Indonesia
- Global Business Power Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Indian Oil Corporation Limited
- Agrawal Coal Company - India
- Gujarat Mineral Development Corp Ltd - India
- Intertek Mineral Services - Indonesia
- Tamil Nadu electricity Board
- Attock Cement Pakistan Limited
- SN Aboitiz Power Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
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