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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, 23 December 16
U.S. YEAR-TO-DATE COAL PRODUCTION TOTALED 711.1 MMST; DOWN 18.5% Y/Y - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.7 million short ton ...
Thursday, 22 December 16
INDONESIA LACK OF EXPORT TO INDIA THIS WEEK - FERNLEYS
Supramax
While the Atlantic is keeping up with rates, the Pacific has been weaker says Astrup Fernley.
According to Astrup Fernley, backhaul ...
Wednesday, 21 December 16
THE SUPREME COURT DECISION IN OW BUNKERS - WHEN A SALE OF GOODS IS NOT A SALE OF GOODS - LEON ALEXANDER, CLYDE&CO
KNOWLEDGE TO ELEVATE
In May 2016 the Supreme Court of England & Wales gave judgment in an OW Bunkers test case entitled "Res Cogitans ...
Wednesday, 21 December 16
CLEANING THE OCEANS FROM PLASTIC - SOPHIE COTZIAS
2016 is coming to a close and it finds us in preparation for the 2017 enforcement of the Ballast Water Treatment Systems. We naturally are in thoug ...
Tuesday, 20 December 16
TRADE HAS FELT ITS BUMPS AND SHAKES THIS YEAR - GEORGE LAZARIDIS
Trade has felt its bumps and shakes this year, as growing populist protectionist and nationalist movements in the Western world start to take hold. ...
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- Ind-Barath Power Infra Limited - India
- PowerSource Philippines DevCo
- Eastern Coal Council - USA
- Jaiprakash Power Ventures ltd
- Malabar Cements Ltd - India
- Timah Investasi Mineral - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- ASAPP Information Group - India
- Riau Bara Harum - Indonesia
- Global Coal Blending Company Limited - Australia
- Cement Manufacturers Association - India
- Trasteel International SA, Italy
- The State Trading Corporation of India Ltd
- Gujarat Sidhee Cement - India
- Power Finance Corporation Ltd., India
- Lanco Infratech Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Anglo American - United Kingdom
- Latin American Coal - Colombia
- Meralco Power Generation, Philippines
- Global Green Power PLC Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Rashtriya Ispat Nigam Limited - India
- SN Aboitiz Power Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Essar Steel Hazira Ltd - India
- Georgia Ports Authority, United States
- Kobexindo Tractors - Indoneisa
- Petron Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Bhatia International Limited - India
- Sojitz Corporation - Japan
- Bulk Trading Sa - Switzerland
- Simpson Spence & Young - Indonesia
- Ceylon Electricity Board - Sri Lanka
- ICICI Bank Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Grasim Industreis Ltd - India
- Electricity Generating Authority of Thailand
- VISA Power Limited - India
- CNBM International Corporation - China
- Savvy Resources Ltd - HongKong
- Heidelberg Cement - Germany
- Bank of Tokyo Mitsubishi UFJ Ltd
- Holcim Trading Pte Ltd - Singapore
- Ministry of Transport, Egypt
- Tamil Nadu electricity Board
- Sree Jayajothi Cements Limited - India
- Agrawal Coal Company - India
- Australian Commodity Traders Exchange
- Larsen & Toubro Limited - India
- Altura Mining Limited, Indonesia
- Ministry of Mines - Canada
- Mercuria Energy - Indonesia
- Standard Chartered Bank - UAE
- Pendopo Energi Batubara - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Parliament of New Zealand
- Kideco Jaya Agung - Indonesia
- Siam City Cement - Thailand
- GMR Energy Limited - India
- Romanian Commodities Exchange
- Kalimantan Lumbung Energi - Indonesia
- Salva Resources Pvt Ltd - India
- Indian Oil Corporation Limited
- Straits Asia Resources Limited - Singapore
- IEA Clean Coal Centre - UK
- PTC India Limited - India
- Coastal Gujarat Power Limited - India
- Directorate Of Revenue Intelligence - India
- Gujarat Mineral Development Corp Ltd - India
- Manunggal Multi Energi - Indonesia
- IHS Mccloskey Coal Group - USA
- Independent Power Producers Association of India
- Bukit Baiduri Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Coal and Oil Company - UAE
- San Jose City I Power Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Alfred C Toepfer International GmbH - Germany
- Videocon Industries ltd - India
- Posco Energy - South Korea
- Kapuas Tunggal Persada - Indonesia
- McConnell Dowell - Australia
- Asmin Koalindo Tuhup - Indonesia
- Ambuja Cements Ltd - India
- Parry Sugars Refinery, India
- Iligan Light & Power Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Kumho Petrochemical, South Korea
- Toyota Tsusho Corporation, Japan
- Sakthi Sugars Limited - India
- The Treasury - Australian Government
- London Commodity Brokers - England
- Thiess Contractors Indonesia
- Sindya Power Generating Company Private Ltd
- Bangladesh Power Developement Board
- Kartika Selabumi Mining - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Indika Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Edison Trading Spa - Italy
- Banpu Public Company Limited - Thailand
- Indo Tambangraya Megah - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Intertek Mineral Services - Indonesia
- Eastern Energy - Thailand
- Attock Cement Pakistan Limited
- Energy Link Ltd, New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mintek Dendrill Indonesia
- Medco Energi Mining Internasional
- Chamber of Mines of South Africa
- Cigading International Bulk Terminal - Indonesia
- Ministry of Finance - Indonesia
- Siam City Cement PLC, Thailand
- Globalindo Alam Lestari - Indonesia
- SMG Consultants - Indonesia
- Formosa Plastics Group - Taiwan
- Mercator Lines Limited - India
- Sarangani Energy Corporation, Philippines
- Jindal Steel & Power Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Maheswari Brothers Coal Limited - India
- Goldman Sachs - Singapore
- Marubeni Corporation - India
- Orica Mining Services - Indonesia
- Thai Mozambique Logistica
- Planning Commission, India
- Samtan Co., Ltd - South Korea
- MS Steel International - UAE
- Deloitte Consulting - India
- Africa Commodities Group - South Africa
- Aditya Birla Group - India
- TeaM Sual Corporation - Philippines
- Global Business Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- GVK Power & Infra Limited - India
- Bharathi Cement Corporation - India
- Bukit Makmur.PT - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Aboitiz Power Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Xindia Steels Limited - India
- Gujarat Electricity Regulatory Commission - India
- Merrill Lynch Commodities Europe
- Orica Australia Pty. Ltd.
- Mjunction Services Limited - India
- White Energy Company Limited
- Coalindo Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Energy Development Corp, Philippines
- Uttam Galva Steels Limited - India
- Semirara Mining and Power Corporation, Philippines
- SMC Global Power, Philippines
- South Luzon Thermal Energy Corporation
- Baramulti Group, Indonesia
- Sinarmas Energy and Mining - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Price Waterhouse Coopers - Russia
- Dalmia Cement Bharat India
- Wilmar Investment Holdings
- Minerals Council of Australia
- Semirara Mining Corp, Philippines
- Bayan Resources Tbk. - Indonesia
- Electricity Authority, New Zealand
- PNOC Exploration Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Indian Energy Exchange, India
- Sical Logistics Limited - India
- Borneo Indobara - Indonesia
- Rio Tinto Coal - Australia
- The University of Queensland
- Antam Resourcindo - Indonesia
- Port Waratah Coal Services - Australia
- Renaissance Capital - South Africa
- Star Paper Mills Limited - India
- Therma Luzon, Inc, Philippines
- Central Electricity Authority - India
- Madhucon Powers Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Barasentosa Lestari - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Central Java Power - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Kaltim Prima Coal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Interocean Group of Companies - India
- Commonwealth Bank - Australia
- Carbofer General Trading SA - India
- Bhoruka Overseas - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vedanta Resources Plc - India
- Pipit Mutiara Jaya. PT, Indonesia
- Tata Chemicals Ltd - India
- Vizag Seaport Private Limited - India
- Kepco SPC Power Corporation, Philippines
- India Bulls Power Limited - India
- Binh Thuan Hamico - Vietnam
- Economic Council, Georgia
- Indogreen Group - Indonesia
- Meenaskhi Energy Private Limited - India
- New Zealand Coal & Carbon
- Vijayanagar Sugar Pvt Ltd - India
- Makarim & Taira - Indonesia
- Australian Coal Association
- OPG Power Generation Pvt Ltd - India
- Wood Mackenzie - Singapore
- Bhushan Steel Limited - India
- Indonesian Coal Mining Association
- Singapore Mercantile Exchange
- European Bulk Services B.V. - Netherlands
- International Coal Ventures Pvt Ltd - India
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