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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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Wednesday, 13 July 22
MARKET INSIGHT - INTERMODAL
Taking the previous market insight a step further, market sentiment remains bullish regarding the overall ROI of scrubbers, facing tailwinds from a ...
Friday, 08 July 22
AUSTRALIAN COAL PRICE BREAKS AGAIN LEVEL US$ 400/TON!, UP AROUND 4% - CNBC INDONESIA
Coal prices shot up again and crossed the level of US$ 400 per ton. On Thursday (7/7/2022) trading, the selling price of August contract closed at ...
Friday, 08 July 22
INDONESIA MULLS MORE FREQUENT SETTING OF CRUDE PALM OIL REFERENCE PRICE - REUTERS
Indonesia is considering setting its crude palm oil (CPO) export reference price every two weeks instead of monthly, a senior trade ministry offici ...
Friday, 08 July 22
BUNKER PRICES EXPECTED TO RECOVER LOST GROUND NEXT WEEK - SERGEY IVANOV, MABUX
Over the Week 27, the world bunker indices showed a sharp decline, primarily due to the fall in oil prices on July 05. The 380 HSFO index fell by 5 ...
Thursday, 07 July 22
NTPC MINES 61% MORE COAL AT 4.22 MN METRIC TONNES IN APRIL-JUNE: PTI
State-owned power giant NTPC on Tuesday said that its coal output grew by 61 per cent to Rs 42.40 lakh metric tonnes in April-June quarter from 26. ...
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- Anglo American - United Kingdom
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- Indonesian Coal Mining Association
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- Electricity Authority, New Zealand
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- Australian Coal Association
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- Attock Cement Pakistan Limited
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- Marubeni Corporation - India
- Sinarmas Energy and Mining - Indonesia
- Jaiprakash Power Ventures ltd
- Global Business Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
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- Sarangani Energy Corporation, Philippines
- Siam City Cement - Thailand
- PNOC Exploration Corporation - Philippines
- Lanco Infratech Ltd - India
- South Luzon Thermal Energy Corporation
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- Bangladesh Power Developement Board
- Samtan Co., Ltd - South Korea
- SMC Global Power, Philippines
- GAC Shipping (India) Pvt Ltd
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- Wilmar Investment Holdings
- International Coal Ventures Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Cigading International Bulk Terminal - Indonesia
- Ind-Barath Power Infra Limited - India
- IEA Clean Coal Centre - UK
- Thiess Contractors Indonesia
- Indo Tambangraya Megah - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Kaltim Prima Coal - Indonesia
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- San Jose City I Power Corp, Philippines
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- The State Trading Corporation of India Ltd
- The University of Queensland
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- White Energy Company Limited
- Timah Investasi Mineral - Indoneisa
- Renaissance Capital - South Africa
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- Parry Sugars Refinery, India
- AsiaOL BioFuels Corp., Philippines
- McConnell Dowell - Australia
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- Intertek Mineral Services - Indonesia
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- Price Waterhouse Coopers - Russia
- Indian Oil Corporation Limited
- Offshore Bulk Terminal Pte Ltd, Singapore
- GMR Energy Limited - India
- Romanian Commodities Exchange
- Siam City Cement PLC, Thailand
- Banpu Public Company Limited - Thailand
- Chamber of Mines of South Africa
- Bayan Resources Tbk. - Indonesia
- Sindya Power Generating Company Private Ltd
- Bhoruka Overseas - Indonesia
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- Miang Besar Coal Terminal - Indonesia
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- Standard Chartered Bank - UAE
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- SMG Consultants - Indonesia
- Kepco SPC Power Corporation, Philippines
- Mjunction Services Limited - India
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- Ambuja Cements Ltd - India
- Power Finance Corporation Ltd., India
- Pipit Mutiara Jaya. PT, Indonesia
- India Bulls Power Limited - India
- Bukit Makmur.PT - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Antam Resourcindo - Indonesia
- Parliament of New Zealand
- Madhucon Powers Ltd - India
- Australian Commodity Traders Exchange
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- Indian Energy Exchange, India
- Tata Chemicals Ltd - India
- IHS Mccloskey Coal Group - USA
- Georgia Ports Authority, United States
- Bharathi Cement Corporation - India
- Globalindo Alam Lestari - Indonesia
- Baramulti Group, Indonesia
- Mercator Lines Limited - India
- Bhatia International Limited - India
- Meenaskhi Energy Private Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
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- Posco Energy - South Korea
- Neyveli Lignite Corporation Ltd, - India
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- Economic Council, Georgia
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- Ministry of Transport, Egypt
- Vijayanagar Sugar Pvt Ltd - India
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- Orica Mining Services - Indonesia
- Meralco Power Generation, Philippines
- Videocon Industries ltd - India
- Chettinad Cement Corporation Ltd - India
- Altura Mining Limited, Indonesia
- Africa Commodities Group - South Africa
- Toyota Tsusho Corporation, Japan
- New Zealand Coal & Carbon
- Gujarat Sidhee Cement - India
- Port Waratah Coal Services - Australia
- Independent Power Producers Association of India
- Sakthi Sugars Limited - India
- Heidelberg Cement - Germany
- Aditya Birla Group - India
- Riau Bara Harum - Indonesia
- European Bulk Services B.V. - Netherlands
- Formosa Plastics Group - Taiwan
- Edison Trading Spa - Italy
- Eastern Energy - Thailand
- Binh Thuan Hamico - Vietnam
- Larsen & Toubro Limited - India
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- Coalindo Energy - Indonesia
- Star Paper Mills Limited - India
- Thai Mozambique Logistica
- Bahari Cakrawala Sebuku - Indonesia
- Dalmia Cement Bharat India
- ICICI Bank Limited - India
- MS Steel International - UAE
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