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Tuesday, 22 February 22
THE DRY BULK MARKET HAS MOVED ON A POSITIVE TRACK - ALLIED
The dry bulk market has moved on a positive track as of the past couple of weeks or so. Following the typical softening in freight conditions during the early part of the year, many would argue that this recovery of late has to some degree been anticipated, said Thomas Chasapis, Research Analyst of Allied Shipping in his latest weekly report.
According to Thomas Chasapis , this, though, simultaneously raises the question as to whether we should remain bullish or not in the near term. To answer such a question, we must take a more comprehensive look. One of the tricky aspects of the current market’s momentum for example, is the level of disconnection exhibited by the Capesize market against those of the other size segments. This persistent “failing” of the bigger size segment to shape the overall signal the dry bulk sector within the current market regime is one of the most interesting angles to start with, given that it shows a shift within the traditional dry portfolio dynamics in terms of performance and risk metrics.
The Allied’s weekly report further noted that, returning to the original argument, do we now have a better view of what we can expect in the sort-run? The below graph gives some interesting ideas in respect to this. Having used the benchmark BDI and its derived Bollinger Band trendlines (using the typical 20-period SMA & +/- 2 standard deviation methodology), we notice that we currently stand at levels close to the upper band levels (for many, this would be considered as an overbought condition). At the same time, starting from the onset of the previous year, we also see that the index followed in most cases the “typical” shifts in trend when it reached either bullish or bearish crossover levels. However, there were many cases that the index touched the upper band, highlighting the strong uptrend that was noted throughout the previous year. Now, we are in a bullish crossover, that may me prove strong enough to push things even further, while being at the same time, attuned to the (periodical) mean-reverting idea of a market converging to its short-term balance levels. However, how probable is this scenario, given the current dissonant trajectory of the Capesize market?
Finally, Thomas Chasapis says, I would place the focus also on the global macro trends and the prolonged discussions regarding interest rates and inflation targets. Shipping markets are not immune to these changes, that fundamentally can alter dynamics in investment strategies, risk appetite and asset price levels.
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Saturday, 23 July 22
STABILITY OF RUSSIAN GAS FLOWS REMAIN UNCERTAIN, DESPITE THE REOPENING OF NORD STREAM - WOOD MACKENZIE
Gazprom confirmed today that regular annual maintenance of Nord Stream is officially over and gas flows restarted at 63 million cubic metres per da ...
Friday, 22 July 22
MARKET INSIGHT - INTERMODAL
Faced with uncertainty regarding the most cost-efficient alternative fuels and the future dominant method to reduce their greenhouse emissions, man ...
Friday, 22 July 22
YANCOAL AUSTRALIA CUTS 2022 COAL OUTPUT VIEW AS FLOODS, COVID BITE - REUTERS
Coal miner Yancoal Australia Ltd YAL.AX cut its 2022 output forecast on Wednesday, signalling a hit from higher-than-expected rainfall, COVID-19-le ...
Wednesday, 20 July 22
BOOST FOR BIOFUELS AS IMO REMOVES REGULATORY HURDLE - GARD
MARPOL Annex VI regulations were written for petroleum derived fuels but also apply to biofuels. It has been a challenge to meet the regulatory req ...
Wednesday, 20 July 22
INDONESIA’S COAL EXPORTS TO THE EU INCREASED SIGNIFICANTLY RECENTLY
European countries have increased coal imports from Indonesia due to the energy crisis that hit the region after Russia cuts gas exports to Europe. ...
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- Vijayanagar Sugar Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Grasim Industreis Ltd - India
- Coastal Gujarat Power Limited - India
- Thiess Contractors Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Directorate Of Revenue Intelligence - India
- MS Steel International - UAE
- Parliament of New Zealand
- Kartika Selabumi Mining - Indonesia
- Thai Mozambique Logistica
- Edison Trading Spa - Italy
- AsiaOL BioFuels Corp., Philippines
- Samtan Co., Ltd - South Korea
- Bulk Trading Sa - Switzerland
- SMG Consultants - Indonesia
- Cigading International Bulk Terminal - Indonesia
- The State Trading Corporation of India Ltd
- Agrawal Coal Company - India
- Energy Development Corp, Philippines
- Salva Resources Pvt Ltd - India
- Indogreen Group - Indonesia
- Heidelberg Cement - Germany
- Semirara Mining and Power Corporation, Philippines
- Dalmia Cement Bharat India
- Ministry of Finance - Indonesia
- Bukit Baiduri Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Central Electricity Authority - India
- Alfred C Toepfer International GmbH - Germany
- Aditya Birla Group - India
- Central Java Power - Indonesia
- Iligan Light & Power Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Meenaskhi Energy Private Limited - India
- Interocean Group of Companies - India
- Antam Resourcindo - Indonesia
- Vizag Seaport Private Limited - India
- Karaikal Port Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Eastern Energy - Thailand
- Trasteel International SA, Italy
- Bukit Makmur.PT - Indonesia
- GMR Energy Limited - India
- Xindia Steels Limited - India
- Independent Power Producers Association of India
- Wood Mackenzie - Singapore
- Straits Asia Resources Limited - Singapore
- Rio Tinto Coal - Australia
- GAC Shipping (India) Pvt Ltd
- CIMB Investment Bank - Malaysia
- Rashtriya Ispat Nigam Limited - India
- Gujarat Sidhee Cement - India
- Simpson Spence & Young - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Kobexindo Tractors - Indoneisa
- Ministry of Transport, Egypt
- Medco Energi Mining Internasional
- Eastern Coal Council - USA
- Orica Mining Services - Indonesia
- Metalloyd Limited - United Kingdom
- Georgia Ports Authority, United States
- The University of Queensland
- TNB Fuel Sdn Bhd - Malaysia
- Karbindo Abesyapradhi - Indoneisa
- Directorate General of MIneral and Coal - Indonesia
- Australian Commodity Traders Exchange
- Globalindo Alam Lestari - Indonesia
- Binh Thuan Hamico - Vietnam
- India Bulls Power Limited - India
- Videocon Industries ltd - India
- Star Paper Mills Limited - India
- GVK Power & Infra Limited - India
- Indian Oil Corporation Limited
- Tata Chemicals Ltd - India
- Bhatia International Limited - India
- Indonesian Coal Mining Association
- Offshore Bulk Terminal Pte Ltd, Singapore
- Essar Steel Hazira Ltd - India
- Semirara Mining Corp, Philippines
- SN Aboitiz Power Inc, Philippines
- Sakthi Sugars Limited - India
- Manunggal Multi Energi - Indonesia
- OPG Power Generation Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Petron Corporation, Philippines
- Goldman Sachs - Singapore
- Bharathi Cement Corporation - India
- Meralco Power Generation, Philippines
- Energy Link Ltd, New Zealand
- PTC India Limited - India
- Indian Energy Exchange, India
- Cement Manufacturers Association - India
- Petrochimia International Co. Ltd.- Taiwan
- TeaM Sual Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Siam City Cement - Thailand
- Global Business Power Corporation, Philippines
- White Energy Company Limited
- Gujarat Electricity Regulatory Commission - India
- Jindal Steel & Power Ltd - India
- ASAPP Information Group - India
- The Treasury - Australian Government
- Kepco SPC Power Corporation, Philippines
- Renaissance Capital - South Africa
- Commonwealth Bank - Australia
- Sree Jayajothi Cements Limited - India
- Economic Council, Georgia
- Miang Besar Coal Terminal - Indonesia
- Africa Commodities Group - South Africa
- Latin American Coal - Colombia
- Bukit Asam (Persero) Tbk - Indonesia
- SMC Global Power, Philippines
- Chamber of Mines of South Africa
- Wilmar Investment Holdings
- Savvy Resources Ltd - HongKong
- London Commodity Brokers - England
- Kapuas Tunggal Persada - Indonesia
- Planning Commission, India
- Port Waratah Coal Services - Australia
- Merrill Lynch Commodities Europe
- Pendopo Energi Batubara - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GN Power Mariveles Coal Plant, Philippines
- Kumho Petrochemical, South Korea
- Bangladesh Power Developement Board
- Madhucon Powers Ltd - India
- Bhoruka Overseas - Indonesia
- Therma Luzon, Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Deloitte Consulting - India
- Makarim & Taira - Indonesia
- Jaiprakash Power Ventures ltd
- Parry Sugars Refinery, India
- Billiton Holdings Pty Ltd - Australia
- Sojitz Corporation - Japan
- Attock Cement Pakistan Limited
- Formosa Plastics Group - Taiwan
- IHS Mccloskey Coal Group - USA
- Coalindo Energy - Indonesia
- Marubeni Corporation - India
- Baramulti Group, Indonesia
- Ministry of Mines - Canada
- Lanco Infratech Ltd - India
- Orica Australia Pty. Ltd.
- Siam City Cement PLC, Thailand
- Kideco Jaya Agung - Indonesia
- Indika Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Singapore Mercantile Exchange
- Bayan Resources Tbk. - Indonesia
- Coal and Oil Company - UAE
- Krishnapatnam Port Company Ltd. - India
- Aboitiz Power Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- Malabar Cements Ltd - India
- Mercator Lines Limited - India
- Chettinad Cement Corporation Ltd - India
- IEA Clean Coal Centre - UK
- Sical Logistics Limited - India
- International Coal Ventures Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Sarangani Energy Corporation, Philippines
- Mercuria Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- Mjunction Services Limited - India
- Oldendorff Carriers - Singapore
- Maheswari Brothers Coal Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Minerals Council of Australia
- Sindya Power Generating Company Private Ltd
- Altura Mining Limited, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Intertek Mineral Services - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Uttam Galva Steels Limited - India
- Kaltim Prima Coal - Indonesia
- Larsen & Toubro Limited - India
- Australian Coal Association
- Maharashtra Electricity Regulatory Commission - India
- Banpu Public Company Limited - Thailand
- Ceylon Electricity Board - Sri Lanka
- Barasentosa Lestari - Indonesia
- Standard Chartered Bank - UAE
- VISA Power Limited - India
- Posco Energy - South Korea
- South Luzon Thermal Energy Corporation
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Bhushan Steel Limited - India
- Ind-Barath Power Infra Limited - India
- Borneo Indobara - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- ICICI Bank Limited - India
- Timah Investasi Mineral - Indoneisa
- Romanian Commodities Exchange
- CNBM International Corporation - China
- Ambuja Cements Ltd - India
- PNOC Exploration Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- Mintek Dendrill Indonesia
- Asmin Koalindo Tuhup - Indonesia
- New Zealand Coal & Carbon
- McConnell Dowell - Australia
- Riau Bara Harum - Indonesia
- Electricity Generating Authority of Thailand
- Carbofer General Trading SA - India
- Vedanta Resources Plc - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Electricity Authority, New Zealand
- Global Green Power PLC Corporation, Philippines
- Tamil Nadu electricity Board
- PowerSource Philippines DevCo
- San Jose City I Power Corp, Philippines
- Power Finance Corporation Ltd., India
- Anglo American - United Kingdom
- Neyveli Lignite Corporation Ltd, - India
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