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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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Thursday, 07 July 22
COAL INDIA'S PRODUCTION SETS RECORD INCREASE OF 29% YOY AT 36 MT IN Q1FY23 - IIFL SECURITIES
Coal India Limited (CIL) has ended April-June quarter FY’23 capping a historic high of 29% yoy output growth, compared to same quarter FY&rsq ...
Wednesday, 06 July 22
MARKET INSIGHT - INTERMODAL
Following the 3rd Decarbonizing Shipping Forum, held in Hamburg on June 2022, there has been a meaningful resurgence of discussions within the ship ...
Tuesday, 05 July 22
WHY ARE VLSFO PRICES SO HIGH, ESPECIALLY IN SINGAPORE? - STEVE CHRISTY, INTEGR8 FUELS
Tightness in products still trumps talks of recession
Last month we wrote about the fears of recession versus the tightness in product markets ...
Tuesday, 05 July 22
ADANI ENTERPRISES LOWEST BIDDER IN COAL INDIA'S IMPORT TENDER: REPORT - BUSINESS STANDARD
Coal India Ltd floated its first import tender on behalf of power companies, where Adani Enterprises Ltd came out to be the lowest bidder, a report ...
Tuesday, 05 July 22
CHINA POLICY KEY FOR IRON ORE OUTLOOK - ING
China’s covid lockdowns and recessionary risks hit iron ore
Iron ore prices have fallen significantly from their year-to-date high of US$ ...
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- The Treasury - Australian Government
- Edison Trading Spa - Italy
- Electricity Generating Authority of Thailand
- Energy Link Ltd, New Zealand
- Altura Mining Limited, Indonesia
- London Commodity Brokers - England
- India Bulls Power Limited - India
- Dalmia Cement Bharat India
- GN Power Mariveles Coal Plant, Philippines
- Sakthi Sugars Limited - India
- Port Waratah Coal Services - Australia
- Gujarat Sidhee Cement - India
- Singapore Mercantile Exchange
- Parliament of New Zealand
- Goldman Sachs - Singapore
- Iligan Light & Power Inc, Philippines
- Indika Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Rio Tinto Coal - Australia
- TeaM Sual Corporation - Philippines
- Eastern Energy - Thailand
- Parry Sugars Refinery, India
- San Jose City I Power Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- White Energy Company Limited
- Ambuja Cements Ltd - India
- Jaiprakash Power Ventures ltd
- Grasim Industreis Ltd - India
- Simpson Spence & Young - Indonesia
- Latin American Coal - Colombia
- CIMB Investment Bank - Malaysia
- Pipit Mutiara Jaya. PT, Indonesia
- IHS Mccloskey Coal Group - USA
- Posco Energy - South Korea
- GVK Power & Infra Limited - India
- Eastern Coal Council - USA
- Xindia Steels Limited - India
- Bukit Makmur.PT - Indonesia
- Directorate Of Revenue Intelligence - India
- Baramulti Group, Indonesia
- Medco Energi Mining Internasional
- Samtan Co., Ltd - South Korea
- Indian Energy Exchange, India
- Semirara Mining Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Larsen & Toubro Limited - India
- Timah Investasi Mineral - Indoneisa
- Economic Council, Georgia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Holcim Trading Pte Ltd - Singapore
- Bhoruka Overseas - Indonesia
- Global Business Power Corporation, Philippines
- Antam Resourcindo - Indonesia
- Energy Development Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- PTC India Limited - India
- Krishnapatnam Port Company Ltd. - India
- Oldendorff Carriers - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Borneo Indobara - Indonesia
- Karaikal Port Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Africa Commodities Group - South Africa
- Bangladesh Power Developement Board
- GAC Shipping (India) Pvt Ltd
- Maheswari Brothers Coal Limited - India
- Planning Commission, India
- Price Waterhouse Coopers - Russia
- Sical Logistics Limited - India
- Interocean Group of Companies - India
- Central Electricity Authority - India
- Kalimantan Lumbung Energi - Indonesia
- Kobexindo Tractors - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Aditya Birla Group - India
- Meralco Power Generation, Philippines
- Renaissance Capital - South Africa
- Rashtriya Ispat Nigam Limited - India
- Globalindo Alam Lestari - Indonesia
- Mercuria Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Marubeni Corporation - India
- Kideco Jaya Agung - Indonesia
- Agrawal Coal Company - India
- Semirara Mining and Power Corporation, Philippines
- McConnell Dowell - Australia
- Bulk Trading Sa - Switzerland
- PowerSource Philippines DevCo
- ASAPP Information Group - India
- New Zealand Coal & Carbon
- Thai Mozambique Logistica
- Bayan Resources Tbk. - Indonesia
- Trasteel International SA, Italy
- Riau Bara Harum - Indonesia
- LBH Netherlands Bv - Netherlands
- Australian Commodity Traders Exchange
- Toyota Tsusho Corporation, Japan
- Anglo American - United Kingdom
- Salva Resources Pvt Ltd - India
- Siam City Cement - Thailand
- Leighton Contractors Pty Ltd - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Standard Chartered Bank - UAE
- Coalindo Energy - Indonesia
- CNBM International Corporation - China
- Coal and Oil Company - UAE
- Chettinad Cement Corporation Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Ind-Barath Power Infra Limited - India
- Straits Asia Resources Limited - Singapore
- European Bulk Services B.V. - Netherlands
- International Coal Ventures Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Intertek Mineral Services - Indonesia
- Bhatia International Limited - India
- ICICI Bank Limited - India
- South Luzon Thermal Energy Corporation
- Lanco Infratech Ltd - India
- Madhucon Powers Ltd - India
- Vizag Seaport Private Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Chamber of Mines of South Africa
- Vedanta Resources Plc - India
- Bhushan Steel Limited - India
- Siam City Cement PLC, Thailand
- Kartika Selabumi Mining - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- PetroVietnam Power Coal Import and Supply Company
- Deloitte Consulting - India
- Petron Corporation, Philippines
- Wilmar Investment Holdings
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- Commonwealth Bank - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Indian Oil Corporation Limited
- The University of Queensland
- VISA Power Limited - India
- Indogreen Group - Indonesia
- MS Steel International - UAE
- Alfred C Toepfer International GmbH - Germany
- SN Aboitiz Power Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- Kumho Petrochemical, South Korea
- Heidelberg Cement - Germany
- Sree Jayajothi Cements Limited - India
- Ministry of Finance - Indonesia
- Kepco SPC Power Corporation, Philippines
- IEA Clean Coal Centre - UK
- Metalloyd Limited - United Kingdom
- Uttam Galva Steels Limited - India
- GMR Energy Limited - India
- Billiton Holdings Pty Ltd - Australia
- PNOC Exploration Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Sarangani Energy Corporation, Philippines
- Wood Mackenzie - Singapore
- AsiaOL BioFuels Corp., Philippines
- Savvy Resources Ltd - HongKong
- Electricity Authority, New Zealand
- Thiess Contractors Indonesia
- Sinarmas Energy and Mining - Indonesia
- Indonesian Coal Mining Association
- Bukit Baiduri Energy - Indonesia
- Orica Australia Pty. Ltd.
- Orica Mining Services - Indonesia
- Independent Power Producers Association of India
- Essar Steel Hazira Ltd - India
- Makarim & Taira - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Merrill Lynch Commodities Europe
- Coastal Gujarat Power Limited - India
- Carbofer General Trading SA - India
- Sojitz Corporation - Japan
- The State Trading Corporation of India Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Kapuas Tunggal Persada - Indonesia
- Central Java Power - Indonesia
- Attock Cement Pakistan Limited
- Power Finance Corporation Ltd., India
- Bharathi Cement Corporation - India
- Miang Besar Coal Terminal - Indonesia
- Meenaskhi Energy Private Limited - India
- SMG Consultants - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Mintek Dendrill Indonesia
- Minerals Council of Australia
- Romanian Commodities Exchange
- Karbindo Abesyapradhi - Indoneisa
- Videocon Industries ltd - India
- Jindal Steel & Power Ltd - India
- Australian Coal Association
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indo Tambangraya Megah - Indonesia
- Global Coal Blending Company Limited - Australia
- Aboitiz Power Corporation - Philippines
- Banpu Public Company Limited - Thailand
- OPG Power Generation Pvt Ltd - India
- Tata Chemicals Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Ministry of Mines - Canada
- Cigading International Bulk Terminal - Indonesia
- Cement Manufacturers Association - India
- SMC Global Power, Philippines
- Kaltim Prima Coal - Indonesia
- Ministry of Transport, Egypt
- Mjunction Services Limited - India
- Directorate General of MIneral and Coal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Georgia Ports Authority, United States
- Tamil Nadu electricity Board
- Malabar Cements Ltd - India
- Star Paper Mills Limited - India
- Mercator Lines Limited - India
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