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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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Friday, 30 June 17
U.S. WEEKLY COAL OUTPUT SLIGHTLY DOWN
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.6 million short tonn ...
Wednesday, 28 June 17
SHIPPING MARKET INSIGHT - TIMOS PAPADIMITRIOU
From the beginning of the year until now SnP activity has changed significantly. To put things into perspective, after a fast and furious q1 on the ...
Monday, 26 June 17
PANAMAX/KAMARMAXES HAD A STRONG WEEK WITH RATES RISING IN MOST AREAS OF THE MARKET - BALTICEXCHANGE
Capesize
A dark cloud appeared to have descended over the market for the big ships with rates continuing to slide in all areas. There was a repor ...
Friday, 23 June 17
U.S. WEEKLY COAL PRODUCTION TOTALED APPROXIMATELY 15.8 MMST; UP 1.8% W/W
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.8 million short tonn ...
Wednesday, 21 June 17
MARKET INSIGHT - SHIPPING
Looking back at March and April shipping reports when the dry bulk indexes were starting to move up, a number of shipping analysts were stating tha ...
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Showing 2016 to 2020 news of total 6871 |
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- Indogreen Group - Indonesia
- Parry Sugars Refinery, India
- Billiton Holdings Pty Ltd - Australia
- Indo Tambangraya Megah - Indonesia
- Romanian Commodities Exchange
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Heidelberg Cement - Germany
- European Bulk Services B.V. - Netherlands
- Mjunction Services Limited - India
- PTC India Limited - India
- Krishnapatnam Port Company Ltd. - India
- Kapuas Tunggal Persada - Indonesia
- Coal and Oil Company - UAE
- Alfred C Toepfer International GmbH - Germany
- LBH Netherlands Bv - Netherlands
- Wood Mackenzie - Singapore
- Independent Power Producers Association of India
- Vedanta Resources Plc - India
- GVK Power & Infra Limited - India
- MS Steel International - UAE
- Videocon Industries ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Economic Council, Georgia
- Bukit Asam (Persero) Tbk - Indonesia
- Georgia Ports Authority, United States
- Binh Thuan Hamico - Vietnam
- Holcim Trading Pte Ltd - Singapore
- Siam City Cement - Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Kideco Jaya Agung - Indonesia
- Chamber of Mines of South Africa
- Tata Chemicals Ltd - India
- Edison Trading Spa - Italy
- Coastal Gujarat Power Limited - India
- Iligan Light & Power Inc, Philippines
- Marubeni Corporation - India
- CNBM International Corporation - China
- Madhucon Powers Ltd - India
- VISA Power Limited - India
- Kepco SPC Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Medco Energi Mining Internasional
- Timah Investasi Mineral - Indoneisa
- Bharathi Cement Corporation - India
- Attock Cement Pakistan Limited
- Central Electricity Authority - India
- South Luzon Thermal Energy Corporation
- Bulk Trading Sa - Switzerland
- Gujarat Sidhee Cement - India
- Toyota Tsusho Corporation, Japan
- Mercator Lines Limited - India
- Miang Besar Coal Terminal - Indonesia
- Riau Bara Harum - Indonesia
- Interocean Group of Companies - India
- Africa Commodities Group - South Africa
- Xindia Steels Limited - India
- Mintek Dendrill Indonesia
- Manunggal Multi Energi - Indonesia
- New Zealand Coal & Carbon
- GAC Shipping (India) Pvt Ltd
- Chettinad Cement Corporation Ltd - India
- Ind-Barath Power Infra Limited - India
- Leighton Contractors Pty Ltd - Australia
- Singapore Mercantile Exchange
- CIMB Investment Bank - Malaysia
- Standard Chartered Bank - UAE
- Australian Coal Association
- Trasteel International SA, Italy
- Thiess Contractors Indonesia
- Eastern Coal Council - USA
- Kobexindo Tractors - Indoneisa
- ICICI Bank Limited - India
- IEA Clean Coal Centre - UK
- Sarangani Energy Corporation, Philippines
- London Commodity Brokers - England
- Goldman Sachs - Singapore
- Electricity Generating Authority of Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Larsen & Toubro Limited - India
- Oldendorff Carriers - Singapore
- Orica Australia Pty. Ltd.
- Petrochimia International Co. Ltd.- Taiwan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Samtan Co., Ltd - South Korea
- PNOC Exploration Corporation - Philippines
- Essar Steel Hazira Ltd - India
- Port Waratah Coal Services - Australia
- Gujarat Electricity Regulatory Commission - India
- Directorate General of MIneral and Coal - Indonesia
- Petron Corporation, Philippines
- Deloitte Consulting - India
- Latin American Coal - Colombia
- Merrill Lynch Commodities Europe
- Uttam Galva Steels Limited - India
- Sinarmas Energy and Mining - Indonesia
- PowerSource Philippines DevCo
- San Jose City I Power Corp, Philippines
- The State Trading Corporation of India Ltd
- Indonesian Coal Mining Association
- Pendopo Energi Batubara - Indonesia
- Metalloyd Limited - United Kingdom
- Asmin Koalindo Tuhup - Indonesia
- The Treasury - Australian Government
- Aboitiz Power Corporation - Philippines
- Agrawal Coal Company - India
- Renaissance Capital - South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Coal Blending Company Limited - Australia
- White Energy Company Limited
- Parliament of New Zealand
- Orica Mining Services - Indonesia
- The University of Queensland
- Simpson Spence & Young - Indonesia
- Indika Energy - Indonesia
- Carbofer General Trading SA - India
- Bukit Makmur.PT - Indonesia
- Straits Asia Resources Limited - Singapore
- Power Finance Corporation Ltd., India
- Sojitz Corporation - Japan
- Ministry of Transport, Egypt
- Bhoruka Overseas - Indonesia
- Lanco Infratech Ltd - India
- Meralco Power Generation, Philippines
- Kaltim Prima Coal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Energy Development Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Ceylon Electricity Board - Sri Lanka
- Ministry of Finance - Indonesia
- Thai Mozambique Logistica
- Meenaskhi Energy Private Limited - India
- Sree Jayajothi Cements Limited - India
- Sical Logistics Limited - India
- Ambuja Cements Ltd - India
- Kartika Selabumi Mining - Indonesia
- Bangladesh Power Developement Board
- Karaikal Port Pvt Ltd - India
- Makarim & Taira - Indonesia
- Coalindo Energy - Indonesia
- Borneo Indobara - Indonesia
- Eastern Energy - Thailand
- Bayan Resources Tbk. - Indonesia
- Global Business Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Mercuria Energy - Indonesia
- Bhatia International Limited - India
- Cigading International Bulk Terminal - Indonesia
- TeaM Sual Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- SN Aboitiz Power Inc, Philippines
- Wilmar Investment Holdings
- Jaiprakash Power Ventures ltd
- Therma Luzon, Inc, Philippines
- Jindal Steel & Power Ltd - India
- Antam Resourcindo - Indonesia
- Vizag Seaport Private Limited - India
- Commonwealth Bank - Australia
- Siam City Cement PLC, Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Planning Commission, India
- Central Java Power - Indonesia
- Australian Commodity Traders Exchange
- Indian Energy Exchange, India
- Banpu Public Company Limited - Thailand
- Malabar Cements Ltd - India
- Tamil Nadu electricity Board
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jorong Barutama Greston.PT - Indonesia
- Barasentosa Lestari - Indonesia
- Maheswari Brothers Coal Limited - India
- Electricity Authority, New Zealand
- ASAPP Information Group - India
- Directorate Of Revenue Intelligence - India
- Minerals Council of Australia
- Anglo American - United Kingdom
- Altura Mining Limited, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Ministry of Mines - Canada
- SMG Consultants - Indonesia
- SMC Global Power, Philippines
- Kumho Petrochemical, South Korea
- Gujarat Mineral Development Corp Ltd - India
- McConnell Dowell - Australia
- International Coal Ventures Pvt Ltd - India
- Cement Manufacturers Association - India
- Neyveli Lignite Corporation Ltd, - India
- Posco Energy - South Korea
- Price Waterhouse Coopers - Russia
- Indian Oil Corporation Limited
- Semirara Mining Corp, Philippines
- GMR Energy Limited - India
- Rio Tinto Coal - Australia
- Bhushan Steel Limited - India
- Intertek Mineral Services - Indonesia
- Savvy Resources Ltd - HongKong
- Baramulti Group, Indonesia
- OPG Power Generation Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- Sakthi Sugars Limited - India
- Globalindo Alam Lestari - Indonesia
- Star Paper Mills Limited - India
- Bukit Baiduri Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Global Green Power PLC Corporation, Philippines
- Salva Resources Pvt Ltd - India
- India Bulls Power Limited - India
- Energy Link Ltd, New Zealand
- Grasim Industreis Ltd - India
- Aditya Birla Group - India
- Formosa Plastics Group - Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Dalmia Cement Bharat India
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