We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
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 ...
|
|
|
Showing 306 to 310 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- ASAPP Information Group - India
- SN Aboitiz Power Inc, Philippines
- Indian Energy Exchange, India
- Alfred C Toepfer International GmbH - Germany
- Parliament of New Zealand
- Baramulti Group, Indonesia
- Bhoruka Overseas - Indonesia
- Kepco SPC Power Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Globalindo Alam Lestari - Indonesia
- Indian Oil Corporation Limited
- Gujarat Electricity Regulatory Commission - India
- PowerSource Philippines DevCo
- Pipit Mutiara Jaya. PT, Indonesia
- Uttam Galva Steels Limited - India
- Port Waratah Coal Services - Australia
- SMG Consultants - Indonesia
- Simpson Spence & Young - Indonesia
- Petron Corporation, Philippines
- London Commodity Brokers - England
- Australian Coal Association
- Bukit Baiduri Energy - Indonesia
- Sojitz Corporation - Japan
- Metalloyd Limited - United Kingdom
- Deloitte Consulting - India
- Samtan Co., Ltd - South Korea
- International Coal Ventures Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- AsiaOL BioFuels Corp., Philippines
- Ministry of Finance - Indonesia
- TeaM Sual Corporation - Philippines
- The University of Queensland
- Trasteel International SA, Italy
- Indika Energy - Indonesia
- CIMB Investment Bank - Malaysia
- LBH Netherlands Bv - Netherlands
- Electricity Authority, New Zealand
- Kartika Selabumi Mining - Indonesia
- Edison Trading Spa - Italy
- Kobexindo Tractors - Indoneisa
- Sarangani Energy Corporation, Philippines
- Parry Sugars Refinery, India
- Cigading International Bulk Terminal - Indonesia
- Intertek Mineral Services - Indonesia
- Energy Development Corp, Philippines
- Renaissance Capital - South Africa
- Ministry of Mines - Canada
- Medco Energi Mining Internasional
- Pendopo Energi Batubara - Indonesia
- Economic Council, Georgia
- Chamber of Mines of South Africa
- Energy Link Ltd, New Zealand
- Cement Manufacturers Association - India
- Eastern Energy - Thailand
- Karbindo Abesyapradhi - Indoneisa
- GAC Shipping (India) Pvt Ltd
- Anglo American - United Kingdom
- Meenaskhi Energy Private Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indogreen Group - Indonesia
- Aditya Birla Group - India
- Holcim Trading Pte Ltd - Singapore
- The Treasury - Australian Government
- Siam City Cement - Thailand
- Kaltim Prima Coal - Indonesia
- Orica Mining Services - Indonesia
- Manunggal Multi Energi - Indonesia
- Star Paper Mills Limited - India
- Standard Chartered Bank - UAE
- Eastern Coal Council - USA
- Georgia Ports Authority, United States
- Planning Commission, India
- Maheswari Brothers Coal Limited - India
- Bharathi Cement Corporation - India
- Xindia Steels Limited - India
- Thai Mozambique Logistica
- Africa Commodities Group - South Africa
- Altura Mining Limited, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Central Java Power - Indonesia
- Coal and Oil Company - UAE
- Power Finance Corporation Ltd., India
- Ceylon Electricity Board - Sri Lanka
- Bukit Makmur.PT - Indonesia
- Mercuria Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Mercator Lines Limited - India
- New Zealand Coal & Carbon
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhatia International Limited - India
- Salva Resources Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Rashtriya Ispat Nigam Limited - India
- Siam City Cement PLC, Thailand
- Timah Investasi Mineral - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- IHS Mccloskey Coal Group - USA
- Tata Chemicals Ltd - India
- The State Trading Corporation of India Ltd
- Directorate Of Revenue Intelligence - India
- Grasim Industreis Ltd - India
- Indo Tambangraya Megah - Indonesia
- Sindya Power Generating Company Private Ltd
- Goldman Sachs - Singapore
- Heidelberg Cement - Germany
- Binh Thuan Hamico - Vietnam
- Semirara Mining and Power Corporation, Philippines
- India Bulls Power Limited - India
- Electricity Generating Authority of Thailand
- Sree Jayajothi Cements Limited - India
- VISA Power Limited - India
- Global Coal Blending Company Limited - Australia
- McConnell Dowell - Australia
- Iligan Light & Power Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Attock Cement Pakistan Limited
- European Bulk Services B.V. - Netherlands
- ICICI Bank Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Vedanta Resources Plc - India
- Bukit Asam (Persero) Tbk - Indonesia
- PNOC Exploration Corporation - Philippines
- Aboitiz Power Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Formosa Plastics Group - Taiwan
- Vizag Seaport Private Limited - India
- IEA Clean Coal Centre - UK
- Straits Asia Resources Limited - Singapore
- Miang Besar Coal Terminal - Indonesia
- Wood Mackenzie - Singapore
- Therma Luzon, Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Oldendorff Carriers - Singapore
- San Jose City I Power Corp, Philippines
- South Luzon Thermal Energy Corporation
- Global Green Power PLC Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Videocon Industries ltd - India
- Antam Resourcindo - Indonesia
- Wilmar Investment Holdings
- Jorong Barutama Greston.PT - Indonesia
- Karaikal Port Pvt Ltd - India
- Borneo Indobara - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Mjunction Services Limited - India
- Directorate General of MIneral and Coal - Indonesia
- GMR Energy Limited - India
- Indonesian Coal Mining Association
- Vijayanagar Sugar Pvt Ltd - India
- Malabar Cements Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Larsen & Toubro Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Leighton Contractors Pty Ltd - Australia
- Singapore Mercantile Exchange
- Tamil Nadu electricity Board
- Independent Power Producers Association of India
- Marubeni Corporation - India
- Bangladesh Power Developement Board
- Makarim & Taira - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Thiess Contractors Indonesia
- Romanian Commodities Exchange
- Global Business Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- OPG Power Generation Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Sakthi Sugars Limited - India
- Ministry of Transport, Egypt
- Barasentosa Lestari - Indonesia
- Latin American Coal - Colombia
- Gujarat Sidhee Cement - India
- Sical Logistics Limited - India
- Lanco Infratech Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Carbofer General Trading SA - India
- Gujarat Mineral Development Corp Ltd - India
- Bulk Trading Sa - Switzerland
- Meralco Power Generation, Philippines
- CNBM International Corporation - China
- Interocean Group of Companies - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Australian Commodity Traders Exchange
- Madhucon Powers Ltd - India
- MS Steel International - UAE
- Coalindo Energy - Indonesia
- Commonwealth Bank - Australia
- Riau Bara Harum - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Central Electricity Authority - India
- Dalmia Cement Bharat India
- SMC Global Power, Philippines
- Ambuja Cements Ltd - India
- Posco Energy - South Korea
- Kalimantan Lumbung Energi - Indonesia
- Rio Tinto Coal - Australia
- Bhushan Steel Limited - India
- GVK Power & Infra Limited - India
- Orica Australia Pty. Ltd.
- Kideco Jaya Agung - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Asmin Koalindo Tuhup - Indonesia
- Kumho Petrochemical, South Korea
- Mintek Dendrill Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Ind-Barath Power Infra Limited - India
- Billiton Holdings Pty Ltd - Australia
- Toyota Tsusho Corporation, Japan
- White Energy Company Limited
- Banpu Public Company Limited - Thailand
- Semirara Mining Corp, Philippines
- PTC India Limited - India
- Agrawal Coal Company - India
- Minerals Council of Australia
|
| |
| |
|
