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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, 30 December 16
US WEEKLY COAL PRODUCTION TOTALS 15.2 MMST, DOWN 3.1% - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.2 million sho ...
Thursday, 29 December 16
CHINA AIMS TO CAP COAL-FIRED POWER CAPACITY AT 1,100 GIGAWATTS BY THE END OF 2020 - REUTERS
China aims to cap total primary energy consumption at around 4.4 billion tonnes of coal equivalent in 2017, the director of the National Energy Adm ...
Wednesday, 28 December 16
FINANCIAL MARKETS AND COMMODITY MARKETS HAVE ALREADY SHOWED CONSIDERABLE IMPROVEMENT AND RENEWED OPTIMISM - GEORGE LAZARIDIS
As 2016 nears to a close many will be breathing a heavy sigh of relief, having made it through one of the toughest years in this century and lookin ...
Wednesday, 28 December 16
BUMA SIGNED APPROXIMATELY US$ 493 MILLION WORTH OF MINING SERVICES CONTRACTS WITH PT ADARO INDONESIA AND PT ANGSANA JAYA ENERGY
COALspot.com: PT Delta Dunia Makmur Tbk. Has announced that its primary operating subsidiary, PT Bukit Makmur Mandiri Utama ("BUMA") has ...
Monday, 26 December 16
DO THE DERIVATIVES MARKETS MAKE COAL PRICES MORE VOLATILE? 59.21% SAY YES, POLL
COALspot.com: The substantial increase or decrease in coal prices within a short period of time has been supported by a number of fundamental drive ...
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- Holcim Trading Pte Ltd - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karbindo Abesyapradhi - Indoneisa
- European Bulk Services B.V. - Netherlands
- Power Finance Corporation Ltd., India
- ASAPP Information Group - India
- Renaissance Capital - South Africa
- White Energy Company Limited
- MS Steel International - UAE
- SN Aboitiz Power Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Wilmar Investment Holdings
- India Bulls Power Limited - India
- Banpu Public Company Limited - Thailand
- Vizag Seaport Private Limited - India
- Coal and Oil Company - UAE
- AsiaOL BioFuels Corp., Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Energy Development Corp, Philippines
- Price Waterhouse Coopers - Russia
- Sree Jayajothi Cements Limited - India
- Bulk Trading Sa - Switzerland
- Global Green Power PLC Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Agrawal Coal Company - India
- Tamil Nadu electricity Board
- Gujarat Mineral Development Corp Ltd - India
- GMR Energy Limited - India
- Siam City Cement - Thailand
- Meenaskhi Energy Private Limited - India
- Electricity Authority, New Zealand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Economic Council, Georgia
- Dalmia Cement Bharat India
- Kaltim Prima Coal - Indonesia
- Ministry of Mines - Canada
- Merrill Lynch Commodities Europe
- Leighton Contractors Pty Ltd - Australia
- Bharathi Cement Corporation - India
- Samtan Co., Ltd - South Korea
- Indo Tambangraya Megah - Indonesia
- The University of Queensland
- Ministry of Transport, Egypt
- Singapore Mercantile Exchange
- Salva Resources Pvt Ltd - India
- Georgia Ports Authority, United States
- Billiton Holdings Pty Ltd - Australia
- Miang Besar Coal Terminal - Indonesia
- Sical Logistics Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Indonesian Coal Mining Association
- Tata Chemicals Ltd - India
- Standard Chartered Bank - UAE
- Toyota Tsusho Corporation, Japan
- Posco Energy - South Korea
- GVK Power & Infra Limited - India
- Bukit Makmur.PT - Indonesia
- Semirara Mining Corp, Philippines
- Sarangani Energy Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Madhucon Powers Ltd - India
- Thiess Contractors Indonesia
- Oldendorff Carriers - Singapore
- Meralco Power Generation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Orica Mining Services - Indonesia
- Malabar Cements Ltd - India
- Central Electricity Authority - India
- IHS Mccloskey Coal Group - USA
- Jaiprakash Power Ventures ltd
- Antam Resourcindo - Indonesia
- SMC Global Power, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mercator Lines Limited - India
- Thai Mozambique Logistica
- San Jose City I Power Corp, Philippines
- Lanco Infratech Ltd - India
- Xindia Steels Limited - India
- Sojitz Corporation - Japan
- Mintek Dendrill Indonesia
- Altura Mining Limited, Indonesia
- Energy Link Ltd, New Zealand
- Sindya Power Generating Company Private Ltd
- Parliament of New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Directorate Of Revenue Intelligence - India
- Global Coal Blending Company Limited - Australia
- Kideco Jaya Agung - Indonesia
- Heidelberg Cement - Germany
- Cement Manufacturers Association - India
- Maheswari Brothers Coal Limited - India
- Latin American Coal - Colombia
- London Commodity Brokers - England
- Orica Australia Pty. Ltd.
- Bayan Resources Tbk. - Indonesia
- Vedanta Resources Plc - India
- Binh Thuan Hamico - Vietnam
- Mjunction Services Limited - India
- The State Trading Corporation of India Ltd
- CIMB Investment Bank - Malaysia
- Australian Commodity Traders Exchange
- Barasentosa Lestari - Indonesia
- Goldman Sachs - Singapore
- Petron Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Grasim Industreis Ltd - India
- Kartika Selabumi Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- VISA Power Limited - India
- Larsen & Toubro Limited - India
- Videocon Industries ltd - India
- Semirara Mining and Power Corporation, Philippines
- Romanian Commodities Exchange
- Kumho Petrochemical, South Korea
- Ind-Barath Power Infra Limited - India
- Kepco SPC Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Commonwealth Bank - Australia
- South Luzon Thermal Energy Corporation
- Global Business Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Indian Oil Corporation Limited
- Minerals Council of Australia
- OPG Power Generation Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- McConnell Dowell - Australia
- International Coal Ventures Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- ICICI Bank Limited - India
- Bhatia International Limited - India
- GAC Shipping (India) Pvt Ltd
- PowerSource Philippines DevCo
- Eastern Energy - Thailand
- Anglo American - United Kingdom
- PetroVietnam Power Coal Import and Supply Company
- Simpson Spence & Young - Indonesia
- Kobexindo Tractors - Indoneisa
- TNB Fuel Sdn Bhd - Malaysia
- Krishnapatnam Port Company Ltd. - India
- Aditya Birla Group - India
- Australian Coal Association
- Pendopo Energi Batubara - Indonesia
- PTC India Limited - India
- Globalindo Alam Lestari - Indonesia
- TeaM Sual Corporation - Philippines
- New Zealand Coal & Carbon
- Carbofer General Trading SA - India
- Metalloyd Limited - United Kingdom
- Interocean Group of Companies - India
- Marubeni Corporation - India
- Cigading International Bulk Terminal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- CNBM International Corporation - China
- Chettinad Cement Corporation Ltd - India
- LBH Netherlands Bv - Netherlands
- Edison Trading Spa - Italy
- PNOC Exploration Corporation - Philippines
- Baramulti Group, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Bhushan Steel Limited - India
- The Treasury - Australian Government
- Riau Bara Harum - Indonesia
- Indian Energy Exchange, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Wood Mackenzie - Singapore
- Karaikal Port Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Indogreen Group - Indonesia
- Mercuria Energy - Indonesia
- Africa Commodities Group - South Africa
- Electricity Generating Authority of Thailand
- Aboitiz Power Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Planning Commission, India
- Ministry of Finance - Indonesia
- Port Waratah Coal Services - Australia
- Attock Cement Pakistan Limited
- Borneo Indobara - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- SMG Consultants - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Uttam Galva Steels Limited - India
- Sakthi Sugars Limited - India
- Central Java Power - Indonesia
- Eastern Coal Council - USA
- Timah Investasi Mineral - Indoneisa
- Indika Energy - Indonesia
- Rio Tinto Coal - Australia
- Kohat Cement Company Ltd. - Pakistan
- Trasteel International SA, Italy
- Makarim & Taira - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Independent Power Producers Association of India
- Ambuja Cements Ltd - India
- Deloitte Consulting - India
- Gujarat Sidhee Cement - India
- Rashtriya Ispat Nigam Limited - India
- Coalindo Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Bangladesh Power Developement Board
- IEA Clean Coal Centre - UK
- Jindal Steel & Power Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Siam City Cement PLC, Thailand
- Parry Sugars Refinery, India
- Chamber of Mines of South Africa
- Formosa Plastics Group - Taiwan
- Star Paper Mills Limited - India
- Medco Energi Mining Internasional
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