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Tuesday, 18 July 17
CHINA'S ECONOMY HAS BOOSTED OPTIMISM IN THE MARKET - GEORGE LAZARIDIS
 COALspot.com: China’s economy has boosted optimism in the market as its recently announced GDP growth for the second quarter of the year exceeded expectations.
Its economy expanded by 6.9% from a year earlier, beating expectations for a growth rate of 6.8% and matching the growth rate recorded in the first quarter of the year, said Allied shipping in its latest weekly report. This figure has been further supported by the rise in industrial output by 7.6% in June against a year earlier and a rise in retail sales and fixed-asset investments of 11% and 8.6% respectively.
According to George Lazaridis Head of Market Research & Asset Valuations of Allied, with all these figures beating expectations and helping support a rate up to now, which is significantly higher than the full year economic growth target of 6.5% set out by China’s government, we have seen a renewed optimism for commodity exporters and miners, while also boosting confidence as to the market prospects for dry bulker shippers, given that the trade for dry bulk commodities is still mainly driven by Chinese demand.
George Lazaridis further noted that, at the same time and despite this boost in optimism there are still voiced concerns in terms of the rising debt, overcapacity in several manufacturing sectors and the emergence of a possible bubble in the property sector. Given that most of the boost witnessed in the first half of the year has been mainly attributed to gains in all these three areas, there is a fear that their importance and role in bringing a potential reversal in fortunes for China’s economy has also grown significantly. As such there are still cautions being voiced as to the prospects of a potential slowdown in the second half of the year. For the time being however these are just voiced concerns, while it seems that given the recent trends China’s growth figure has become more robust and sustainable, especially as its consumer confidence and purchasing power in its home market has grown.
Head of Market Research & Asset Valuations of Allied further said, these boosts have been heavily reflected thus far in the performance of the dry bulk freight market during the same time period, with rates having shown a fair recovery compared to the daily earnings we had been witnessing a year back. Given the that China’s economic performance still plays an immensely significant role on the dry bulk market, with a fair share of the seaborne trade of dry bulk commodities still driven by Chinese demand, all eyes are heavily set on China so as to be able to get a sense of if we are really on a recovery path or not. At the same time the growth in the fleet has been kept under check during the first 6 months of the year, helping further improve the demand-supply balance in the market and support the improvement in freight rates that has been recorded thus far. Given that most have started to feel that this improved performance in China’s economy could help boost commodity exporters while also provide a stronger global consumer base from where other emerging markets can drive their own manufacturing and investment boom.
Given that we have seen another rally take place in freight rates in the midst of the summer lull period, and that most still hold high expectations as to the market performance in the final quarter of the year, it would be to no surprise if we witnessed another rally in the second hand market as buyers start flock back with even higher expectations of future earnings, driving in turn competition and another rally in asset prices. There has already been some slight indication of renewed buying interest, while it may well turn out that August will be a fairly busy month even when compared to previous years, he concluded in his latest weekly report.
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Thursday, 06 July 17
SUPRAMAX: INDO TO INDIA TRIPS WITH DELIVERY THAILAND RANGE IS GIVING OWNERS AROUND MID $8000 - FEARNLEYS
Supramax
Another slow start to the week with somewhat softening rates and few fixtures.
According to Fearnleys Weekly Dry bulk report, the N ...
Thursday, 06 July 17
UNEXPECTED MOVE FROM CHINA BOOSTS COAL PRICES - OIL PRICE
Coal prices have been cooling the last few months — after a spectacular run last year. But news late last week suggests the market is about t ...
Wednesday, 05 July 17
COAL PRICES ROSE IN CHINA, JAPAN AND EUROPE IN 2016 - BP
COALspot.com: Coal prices rose in China, Japan and Europe in 2016 after four years of price declines.
According to bp, the rise in coal prices ...
Wednesday, 05 July 17
TANKER MARKET INSIGHT - KATERINA RESTIS
A war of words blasted last month as the UAE, S. Arabia, Egypt and Bahrain revealed that they are experiencing severe diplomatic issues with the st ...
Wednesday, 05 July 17
TROUBLE SEEMS TO BE LOOMING ONCE MORE IN THE STEEL INDUSTRY - GEORGE LAZARIDIS
Trouble seems to be looming once more in the steel industry as US President Trump puts forth his plans for specialist protectionist measures for th ...
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Showing 2011 to 2015 news of total 6871 |
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- Billiton Holdings Pty Ltd - Australia
- Posco Energy - South Korea
- Ministry of Mines - Canada
- SMG Consultants - Indonesia
- Australian Commodity Traders Exchange
- Ceylon Electricity Board - Sri Lanka
- Sarangani Energy Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Attock Cement Pakistan Limited
- Siam City Cement - Thailand
- Maheswari Brothers Coal Limited - India
- Sakthi Sugars Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Heidelberg Cement - Germany
- South Luzon Thermal Energy Corporation
- Kalimantan Lumbung Energi - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Wilmar Investment Holdings
- Kartika Selabumi Mining - Indonesia
- Globalindo Alam Lestari - Indonesia
- Banpu Public Company Limited - Thailand
- Kohat Cement Company Ltd. - Pakistan
- Sinarmas Energy and Mining - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Videocon Industries ltd - India
- Altura Mining Limited, Indonesia
- Goldman Sachs - Singapore
- Aboitiz Power Corporation - Philippines
- Coastal Gujarat Power Limited - India
- PTC India Limited - India
- Sindya Power Generating Company Private Ltd
- Thiess Contractors Indonesia
- Meralco Power Generation, Philippines
- Dalmia Cement Bharat India
- Vedanta Resources Plc - India
- CNBM International Corporation - China
- Essar Steel Hazira Ltd - India
- Makarim & Taira - Indonesia
- Iligan Light & Power Inc, Philippines
- VISA Power Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Indonesian Coal Mining Association
- Leighton Contractors Pty Ltd - Australia
- Edison Trading Spa - Italy
- Gujarat Electricity Regulatory Commission - India
- Marubeni Corporation - India
- Central Electricity Authority - India
- Carbofer General Trading SA - India
- Chettinad Cement Corporation Ltd - India
- India Bulls Power Limited - India
- Thai Mozambique Logistica
- Krishnapatnam Port Company Ltd. - India
- Metalloyd Limited - United Kingdom
- Karbindo Abesyapradhi - Indoneisa
- Therma Luzon, Inc, Philippines
- Sojitz Corporation - Japan
- Bulk Trading Sa - Switzerland
- Simpson Spence & Young - Indonesia
- Indo Tambangraya Megah - Indonesia
- Independent Power Producers Association of India
- Standard Chartered Bank - UAE
- Renaissance Capital - South Africa
- Gujarat Sidhee Cement - India
- Meenaskhi Energy Private Limited - India
- Ambuja Cements Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jindal Steel & Power Ltd - India
- Mjunction Services Limited - India
- Riau Bara Harum - Indonesia
- Price Waterhouse Coopers - Russia
- Cement Manufacturers Association - India
- Indogreen Group - Indonesia
- ASAPP Information Group - India
- Australian Coal Association
- Kumho Petrochemical, South Korea
- Antam Resourcindo - Indonesia
- Grasim Industreis Ltd - India
- IHS Mccloskey Coal Group - USA
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Barasentosa Lestari - Indonesia
- Energy Link Ltd, New Zealand
- Bukit Baiduri Energy - Indonesia
- Mintek Dendrill Indonesia
- Karaikal Port Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Timah Investasi Mineral - Indoneisa
- Africa Commodities Group - South Africa
- Kaltim Prima Coal - Indonesia
- The State Trading Corporation of India Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Planning Commission, India
- White Energy Company Limited
- Global Green Power PLC Corporation, Philippines
- GMR Energy Limited - India
- Wood Mackenzie - Singapore
- Siam City Cement PLC, Thailand
- Sical Logistics Limited - India
- International Coal Ventures Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Power Finance Corporation Ltd., India
- Commonwealth Bank - Australia
- Indika Energy - Indonesia
- Ministry of Finance - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Jaiprakash Power Ventures ltd
- Semirara Mining and Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Salva Resources Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Vizag Seaport Private Limited - India
- Global Coal Blending Company Limited - Australia
- Manunggal Multi Energi - Indonesia
- Parry Sugars Refinery, India
- Indian Oil Corporation Limited
- Bhatia International Limited - India
- Interocean Group of Companies - India
- Electricity Authority, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Indian Energy Exchange, India
- Georgia Ports Authority, United States
- PetroVietnam Power Coal Import and Supply Company
- Ministry of Transport, Egypt
- London Commodity Brokers - England
- European Bulk Services B.V. - Netherlands
- Tamil Nadu electricity Board
- Semirara Mining Corp, Philippines
- McConnell Dowell - Australia
- Sree Jayajothi Cements Limited - India
- Jorong Barutama Greston.PT - Indonesia
- PowerSource Philippines DevCo
- Samtan Co., Ltd - South Korea
- Toyota Tsusho Corporation, Japan
- Lanco Infratech Ltd - India
- Central Java Power - Indonesia
- Savvy Resources Ltd - HongKong
- Minerals Council of Australia
- Holcim Trading Pte Ltd - Singapore
- Anglo American - United Kingdom
- Directorate Of Revenue Intelligence - India
- Chamber of Mines of South Africa
- Alfred C Toepfer International GmbH - Germany
- Kobexindo Tractors - Indoneisa
- GAC Shipping (India) Pvt Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Deloitte Consulting - India
- Kepco SPC Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Trasteel International SA, Italy
- Coalindo Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Romanian Commodities Exchange
- Bhushan Steel Limited - India
- Agrawal Coal Company - India
- Bayan Resources Tbk. - Indonesia
- Mercator Lines Limited - India
- Malabar Cements Ltd - India
- Binh Thuan Hamico - Vietnam
- Petron Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Energy Development Corp, Philippines
- Rio Tinto Coal - Australia
- Star Paper Mills Limited - India
- Merrill Lynch Commodities Europe
- Eastern Energy - Thailand
- Economic Council, Georgia
- Bangladesh Power Developement Board
- Pendopo Energi Batubara - Indonesia
- IEA Clean Coal Centre - UK
- Mercuria Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- New Zealand Coal & Carbon
- ICICI Bank Limited - India
- LBH Netherlands Bv - Netherlands
- Borneo Indobara - Indonesia
- Tata Chemicals Ltd - India
- Madhucon Powers Ltd - India
- GVK Power & Infra Limited - India
- Aditya Birla Group - India
- Coal and Oil Company - UAE
- Latin American Coal - Colombia
- Port Waratah Coal Services - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Electricity Generating Authority of Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Eastern Coal Council - USA
- Kideco Jaya Agung - Indonesia
- Orica Australia Pty. Ltd.
- Bhoruka Overseas - Indonesia
- Ind-Barath Power Infra Limited - India
- The University of Queensland
- Orica Mining Services - Indonesia
- Uttam Galva Steels Limited - India
- Xindia Steels Limited - India
- SMC Global Power, Philippines
- The Treasury - Australian Government
- Bukit Asam (Persero) Tbk - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Larsen & Toubro Limited - India
- Global Business Power Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Kapuas Tunggal Persada - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Rashtriya Ispat Nigam Limited - India
- Singapore Mercantile Exchange
- Parliament of New Zealand
- San Jose City I Power Corp, Philippines
- MS Steel International - UAE
- Medco Energi Mining Internasional
- CIMB Investment Bank - Malaysia
- Bharathi Cement Corporation - India
- Baramulti Group, Indonesia
- PNOC Exploration Corporation - Philippines
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