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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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Monday, 04 July 22
INDONESIAN COAL PRICE REFERENCE SLIGHTLY DOWN IN JULY
COALspot.com: Indonesian Coal Price Reference for July delivery drops 1.52 per cent month on month.
The Indonesian Coal Price Refere ...
Sunday, 03 July 22
CHINESE VICE PREMIER STRESSES CLEAN, EFFICIENT USE OF COAL - XINHUA
Chinese Vice Premier Han Zheng has stressed efforts to promote the clean and efficient use of coal, and pursue green, low-carbon and high-quality d ...
Sunday, 03 July 22
SOVEREIGN SECTOR OUTLOOK REVISED TO NEUTRAL ON UKRAINE WAR IMPACT - FITCH RATINGS
The deterioration in global sovereign credit conditions this year relative to our expectations at end-2021 has caused Fitch Ratings to change its g ...
Saturday, 02 July 22
GLOBAL SEABORNE COAL EXPORTS IN 2021 INCREASED BY 4.4% Y-O-Y TO 1147 MLN TONNES - BANCHERO COSTA
In the full 12 months of 2021, global seaborne coal exports increased by +4.4% y-o-y to 1147 mln tonnes, from 1099 mln tonnes in 2020, according to ...
Friday, 01 July 22
INDIA'S TOP CEMENT MAKER PAYING FOR RUSSIAN COAL IN CHINESE YUAN - REUTERS
India’s biggest cement producer, UltraTech Cement ULTC.NS, is importing a cargo of Russian coal and paying using Chinese yuan, according to a ...
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- GN Power Mariveles Coal Plant, Philippines
- Ministry of Transport, Egypt
- Jaiprakash Power Ventures ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Trasteel International SA, Italy
- Madhucon Powers Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Ambuja Cements Ltd - India
- Aboitiz Power Corporation - Philippines
- Eastern Coal Council - USA
- Maheswari Brothers Coal Limited - India
- Indian Energy Exchange, India
- Petron Corporation, Philippines
- Sakthi Sugars Limited - India
- LBH Netherlands Bv - Netherlands
- Barasentosa Lestari - Indonesia
- Xindia Steels Limited - India
- Larsen & Toubro Limited - India
- The Treasury - Australian Government
- Holcim Trading Pte Ltd - Singapore
- Globalindo Alam Lestari - Indonesia
- Bulk Trading Sa - Switzerland
- Lanco Infratech Ltd - India
- White Energy Company Limited
- Iligan Light & Power Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Gujarat Sidhee Cement - India
- Thiess Contractors Indonesia
- Binh Thuan Hamico - Vietnam
- Goldman Sachs - Singapore
- Ind-Barath Power Infra Limited - India
- Bhoruka Overseas - Indonesia
- Australian Coal Association
- Therma Luzon, Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Interocean Group of Companies - India
- Orica Mining Services - Indonesia
- Romanian Commodities Exchange
- GVK Power & Infra Limited - India
- Kobexindo Tractors - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- Dalmia Cement Bharat India
- Uttam Galva Steels Limited - India
- Vizag Seaport Private Limited - India
- Heidelberg Cement - Germany
- Kideco Jaya Agung - Indonesia
- CNBM International Corporation - China
- ICICI Bank Limited - India
- Price Waterhouse Coopers - Russia
- SMC Global Power, Philippines
- Edison Trading Spa - Italy
- Savvy Resources Ltd - HongKong
- Simpson Spence & Young - Indonesia
- Thai Mozambique Logistica
- Antam Resourcindo - Indonesia
- Karaikal Port Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Parry Sugars Refinery, India
- SN Aboitiz Power Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- OPG Power Generation Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- VISA Power Limited - India
- Power Finance Corporation Ltd., India
- SMG Consultants - Indonesia
- Coastal Gujarat Power Limited - India
- Tata Chemicals Ltd - India
- Indian Oil Corporation Limited
- Georgia Ports Authority, United States
- Sical Logistics Limited - India
- Bayan Resources Tbk. - Indonesia
- Kartika Selabumi Mining - Indonesia
- Mjunction Services Limited - India
- AsiaOL BioFuels Corp., Philippines
- Indika Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Agrawal Coal Company - India
- Energy Development Corp, Philippines
- Economic Council, Georgia
- Global Coal Blending Company Limited - Australia
- Alfred C Toepfer International GmbH - Germany
- Energy Link Ltd, New Zealand
- IEA Clean Coal Centre - UK
- Chamber of Mines of South Africa
- PNOC Exploration Corporation - Philippines
- Independent Power Producers Association of India
- Aditya Birla Group - India
- Bukit Baiduri Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Latin American Coal - Colombia
- European Bulk Services B.V. - Netherlands
- Singapore Mercantile Exchange
- Parliament of New Zealand
- Bhushan Steel Limited - India
- Commonwealth Bank - Australia
- Renaissance Capital - South Africa
- Siam City Cement - Thailand
- The University of Queensland
- McConnell Dowell - Australia
- Bhatia International Limited - India
- Carbofer General Trading SA - India
- Vijayanagar Sugar Pvt Ltd - India
- Coalindo Energy - Indonesia
- Central Java Power - Indonesia
- Vedanta Resources Plc - India
- Bukit Makmur.PT - Indonesia
- Straits Asia Resources Limited - Singapore
- Mercuria Energy - Indonesia
- PTC India Limited - India
- Meralco Power Generation, Philippines
- Sindya Power Generating Company Private Ltd
- New Zealand Coal & Carbon
- Posco Energy - South Korea
- Indogreen Group - Indonesia
- Borneo Indobara - Indonesia
- London Commodity Brokers - England
- Semirara Mining and Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Marubeni Corporation - India
- Pendopo Energi Batubara - Indonesia
- Anglo American - United Kingdom
- CIMB Investment Bank - Malaysia
- Star Paper Mills Limited - India
- Attock Cement Pakistan Limited
- Cement Manufacturers Association - India
- Rio Tinto Coal - Australia
- Billiton Holdings Pty Ltd - Australia
- PowerSource Philippines DevCo
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- TeaM Sual Corporation - Philippines
- Medco Energi Mining Internasional
- Salva Resources Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Grasim Industreis Ltd - India
- Malabar Cements Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mintek Dendrill Indonesia
- Sinarmas Energy and Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Wilmar Investment Holdings
- Kepco SPC Power Corporation, Philippines
- Intertek Mineral Services - Indonesia
- IHS Mccloskey Coal Group - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- Planning Commission, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Finance - Indonesia
- GMR Energy Limited - India
- Metalloyd Limited - United Kingdom
- Jindal Steel & Power Ltd - India
- Baramulti Group, Indonesia
- Bharathi Cement Corporation - India
- Central Electricity Authority - India
- Semirara Mining Corp, Philippines
- MS Steel International - UAE
- ASAPP Information Group - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coal and Oil Company - UAE
- Ministry of Mines - Canada
- Indo Tambangraya Megah - Indonesia
- Sree Jayajothi Cements Limited - India
- Sojitz Corporation - Japan
- India Bulls Power Limited - India
- Videocon Industries ltd - India
- Miang Besar Coal Terminal - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Siam City Cement PLC, Thailand
- Bangladesh Power Developement Board
- Standard Chartered Bank - UAE
- PetroVietnam Power Coal Import and Supply Company
- Global Business Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Toyota Tsusho Corporation, Japan
- Essar Steel Hazira Ltd - India
- Deloitte Consulting - India
- Oldendorff Carriers - Singapore
- The State Trading Corporation of India Ltd
- Gujarat Electricity Regulatory Commission - India
- Kaltim Prima Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Tamil Nadu electricity Board
- Meenaskhi Energy Private Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Authority, New Zealand
- Merrill Lynch Commodities Europe
- GAC Shipping (India) Pvt Ltd
- San Jose City I Power Corp, Philippines
- Samtan Co., Ltd - South Korea
- Wood Mackenzie - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Mercator Lines Limited - India
- Port Waratah Coal Services - Australia
- Kumho Petrochemical, South Korea
- Directorate Of Revenue Intelligence - India
- Jorong Barutama Greston.PT - Indonesia
- Chettinad Cement Corporation Ltd - India
- Altura Mining Limited, Indonesia
- Eastern Energy - Thailand
- Africa Commodities Group - South Africa
- Kohat Cement Company Ltd. - Pakistan
- Asmin Koalindo Tuhup - Indonesia
- Formosa Plastics Group - Taiwan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- International Coal Ventures Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Indonesian Coal Mining Association
- Orica Australia Pty. Ltd.
- Makarim & Taira - Indonesia
- Minerals Council of Australia
- Sarangani Energy Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Australian Commodity Traders Exchange
- South Luzon Thermal Energy Corporation
- Ceylon Electricity Board - Sri Lanka
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