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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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Tuesday, 19 July 22
SEEING RED? - WOOD MACKENZIE
What a Republican mid-term victory could mean for US energy and climate policy
According to current polling the Republican Party has ...
Thursday, 14 July 22
INDIA'S COAL IMPORTS HIT RECORD HIGH IN JUNE - REUTERS
India's coal imports hit a record high in June despite high global prices, data from three trade sources and Refinitiv ship tracking showed, as ...
Thursday, 14 July 22
CHINA'S JUNE COAL IMPORTS SLUMP AS TRADERS SHUN EXPENSIVE OVERSEAS CARGOES - REUTERS
China’s coal imports fell 33% in June from a year ago, with traders turning down expensive overseas cargoes in favor of domestic ones with ca ...
Wednesday, 13 July 22
KOWEPO TO IMPORT 2.79 MILLION TONS OF LOW TO MEDIUM COAL
COALspot.com: Korea Western Power Co., Ltd. (KOWEPO) has issued an International tender for Total 1360k MT of Min.4400 kcal/kg NCV coal and Total 1 ...
Wednesday, 13 July 22
HAVE MINERS MISSED THE BOAT TO INVEST AND GET AHEAD OF THE ENERGY TRANSITION? - WOOD MACKENZIE
Miners are in rude health, benefiting from economic stimuli, the post-pandemic recovery and associated supply constraints. Initially the Ukraine wa ...
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- The Treasury - Australian Government
- Bukit Makmur.PT - Indonesia
- SMG Consultants - Indonesia
- Central Java Power - Indonesia
- Eastern Energy - Thailand
- Straits Asia Resources Limited - Singapore
- Rashtriya Ispat Nigam Limited - India
- San Jose City I Power Corp, Philippines
- Sakthi Sugars Limited - India
- Antam Resourcindo - Indonesia
- Kartika Selabumi Mining - Indonesia
- IEA Clean Coal Centre - UK
- Formosa Plastics Group - Taiwan
- Australian Commodity Traders Exchange
- Singapore Mercantile Exchange
- GN Power Mariveles Coal Plant, Philippines
- Planning Commission, India
- Kideco Jaya Agung - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Indian Energy Exchange, India
- Electricity Authority, New Zealand
- Globalindo Alam Lestari - Indonesia
- GMR Energy Limited - India
- Baramulti Group, Indonesia
- Banpu Public Company Limited - Thailand
- Agrawal Coal Company - India
- Barasentosa Lestari - Indonesia
- Renaissance Capital - South Africa
- PetroVietnam Power Coal Import and Supply Company
- Bukit Asam (Persero) Tbk - Indonesia
- Chamber of Mines of South Africa
- Altura Mining Limited, Indonesia
- Therma Luzon, Inc, Philippines
- Semirara Mining Corp, Philippines
- ICICI Bank Limited - India
- Coalindo Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Latin American Coal - Colombia
- Metalloyd Limited - United Kingdom
- Kaltim Prima Coal - Indonesia
- Wilmar Investment Holdings
- Cement Manufacturers Association - India
- Holcim Trading Pte Ltd - Singapore
- Ministry of Transport, Egypt
- Toyota Tsusho Corporation, Japan
- Bhatia International Limited - India
- Global Business Power Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Siam City Cement - Thailand
- Semirara Mining and Power Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Heidelberg Cement - Germany
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indo Tambangraya Megah - Indonesia
- European Bulk Services B.V. - Netherlands
- Trasteel International SA, Italy
- PTC India Limited - India
- The University of Queensland
- CNBM International Corporation - China
- Uttam Galva Steels Limited - India
- Siam City Cement PLC, Thailand
- Petron Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Jindal Steel & Power Ltd - India
- Carbofer General Trading SA - India
- Billiton Holdings Pty Ltd - Australia
- Mintek Dendrill Indonesia
- Ministry of Mines - Canada
- Asmin Koalindo Tuhup - Indonesia
- Bangladesh Power Developement Board
- Aditya Birla Group - India
- Jorong Barutama Greston.PT - Indonesia
- India Bulls Power Limited - India
- MS Steel International - UAE
- Directorate General of MIneral and Coal - Indonesia
- Indonesian Coal Mining Association
- Riau Bara Harum - Indonesia
- Standard Chartered Bank - UAE
- VISA Power Limited - India
- London Commodity Brokers - England
- The State Trading Corporation of India Ltd
- Videocon Industries ltd - India
- Electricity Generating Authority of Thailand
- Thai Mozambique Logistica
- Kalimantan Lumbung Energi - Indonesia
- Sical Logistics Limited - India
- Romanian Commodities Exchange
- Indika Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Kumho Petrochemical, South Korea
- Xindia Steels Limited - India
- Bhoruka Overseas - Indonesia
- Simpson Spence & Young - Indonesia
- Bukit Baiduri Energy - Indonesia
- Madhucon Powers Ltd - India
- Manunggal Multi Energi - Indonesia
- McConnell Dowell - Australia
- Ministry of Finance - Indonesia
- Timah Investasi Mineral - Indoneisa
- Kepco SPC Power Corporation, Philippines
- ASAPP Information Group - India
- Energy Development Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Central Electricity Authority - India
- Coal and Oil Company - UAE
- Edison Trading Spa - Italy
- South Luzon Thermal Energy Corporation
- Makarim & Taira - Indonesia
- Commonwealth Bank - Australia
- Independent Power Producers Association of India
- Rio Tinto Coal - Australia
- Grasim Industreis Ltd - India
- Bharathi Cement Corporation - India
- Petrochimia International Co. Ltd.- Taiwan
- GVK Power & Infra Limited - India
- Marubeni Corporation - India
- PNOC Exploration Corporation - Philippines
- Indian Oil Corporation Limited
- Posco Energy - South Korea
- Coastal Gujarat Power Limited - India
- Intertek Mineral Services - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Global Green Power PLC Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Orica Australia Pty. Ltd.
- Goldman Sachs - Singapore
- Attock Cement Pakistan Limited
- Parliament of New Zealand
- Miang Besar Coal Terminal - Indonesia
- Anglo American - United Kingdom
- Bhushan Steel Limited - India
- Jaiprakash Power Ventures ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tata Chemicals Ltd - India
- Salva Resources Pvt Ltd - India
- Minerals Council of Australia
- Price Waterhouse Coopers - Russia
- Tamil Nadu electricity Board
- Lanco Infratech Ltd - India
- Mjunction Services Limited - India
- Port Waratah Coal Services - Australia
- GAC Shipping (India) Pvt Ltd
- Sojitz Corporation - Japan
- Energy Link Ltd, New Zealand
- Chettinad Cement Corporation Ltd - India
- Power Finance Corporation Ltd., India
- Vijayanagar Sugar Pvt Ltd - India
- Wood Mackenzie - Singapore
- LBH Netherlands Bv - Netherlands
- Samtan Co., Ltd - South Korea
- Kapuas Tunggal Persada - Indonesia
- Vizag Seaport Private Limited - India
- Thiess Contractors Indonesia
- IHS Mccloskey Coal Group - USA
- TeaM Sual Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Larsen & Toubro Limited - India
- SN Aboitiz Power Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- SMC Global Power, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Iligan Light & Power Inc, Philippines
- Indogreen Group - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Savvy Resources Ltd - HongKong
- Georgia Ports Authority, United States
- Kobexindo Tractors - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- Orica Mining Services - Indonesia
- Africa Commodities Group - South Africa
- New Zealand Coal & Carbon
- Star Paper Mills Limited - India
- Binh Thuan Hamico - Vietnam
- Vedanta Resources Plc - India
- Interocean Group of Companies - India
- Meralco Power Generation, Philippines
- CIMB Investment Bank - Malaysia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Eastern Coal Council - USA
- Merrill Lynch Commodities Europe
- Krishnapatnam Port Company Ltd. - India
- Aboitiz Power Corporation - Philippines
- PowerSource Philippines DevCo
- OPG Power Generation Pvt Ltd - India
- Economic Council, Georgia
- Medco Energi Mining Internasional
- White Energy Company Limited
- Ind-Barath Power Infra Limited - India
- Deloitte Consulting - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Sidhee Cement - India
- Sinarmas Energy and Mining - Indonesia
- Malabar Cements Ltd - India
- Mercator Lines Limited - India
- Dalmia Cement Bharat India
- Mercuria Energy - Indonesia
- Borneo Indobara - Indonesia
- Bulk Trading Sa - Switzerland
- Parry Sugars Refinery, India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sarangani Energy Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Oldendorff Carriers - Singapore
- Ceylon Electricity Board - Sri Lanka
- Meenaskhi Energy Private Limited - India
- Sree Jayajothi Cements Limited - India
- Sindya Power Generating Company Private Ltd
- Karaikal Port Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Ambuja Cements Ltd - India
- Australian Coal Association
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