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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, 30 June 22
FINANCIAL GAINS SUPPORT COAL TRANSITION - BALTIC EXCHANGE
Support for the shift away from coal dependency continues to mount, with the International Monetary Fund (IMF) calculating that the move would gene ...
Thursday, 30 June 22
WHY ARE LNG SHIPPING STOCKS RESILIENT? - DREWRY
LNG shipping stocks are proving resilient despite uncertainties about growth in global GDP, high inflation and the ongoing geopolitical crisis caus ...
Thursday, 30 June 22
SPOT AUSTRALIAN THERMAL COAL HAS SURGED, BUT CONTRACT PRICE IS KEY - REUTERS
The spot price of Australian thermal coal is higher than that of coking coal, an unprecedented situation that highlights just how the global market ...
Thursday, 30 June 22
SHANXI PROVINCE RAISES ANNUAL COAL OUTPUT TO 1.3 BILLION TONS TO ENSURE CHINA’S ENERGY SUPPLY - GLOBAL TIMES
North China’s Shanxi Province, a major coal-producing region, recently announced a move to increase its annual coal production output by 107 ...
Thursday, 30 June 22
DIVERGENCE BETWEEN HIGH- AND LOW-GRADE THERMAL COAL PRICES IN APAC TO NARROW - FITCH RATINGS
Prices between high- and low-grade thermal coal in Asia-Pacific (APAC) have diverged since late March 2022, but Fitch Ratings expects the gap to na ...
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- Global Coal Blending Company Limited - Australia
- Meralco Power Generation, Philippines
- Standard Chartered Bank - UAE
- Kartika Selabumi Mining - Indonesia
- Power Finance Corporation Ltd., India
- Ministry of Finance - Indonesia
- Ambuja Cements Ltd - India
- Cement Manufacturers Association - India
- Bukit Makmur.PT - Indonesia
- Bulk Trading Sa - Switzerland
- Electricity Generating Authority of Thailand
- ASAPP Information Group - India
- Sinarmas Energy and Mining - Indonesia
- Kideco Jaya Agung - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mercuria Energy - Indonesia
- Energy Development Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Globalindo Alam Lestari - Indonesia
- Global Business Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Bayan Resources Tbk. - Indonesia
- Banpu Public Company Limited - Thailand
- Ceylon Electricity Board - Sri Lanka
- Holcim Trading Pte Ltd - Singapore
- Sojitz Corporation - Japan
- Jorong Barutama Greston.PT - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Singapore Mercantile Exchange
- TNB Fuel Sdn Bhd - Malaysia
- India Bulls Power Limited - India
- Oldendorff Carriers - Singapore
- Directorate Of Revenue Intelligence - India
- Georgia Ports Authority, United States
- Rashtriya Ispat Nigam Limited - India
- Orica Australia Pty. Ltd.
- Bangladesh Power Developement Board
- McConnell Dowell - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Baramulti Group, Indonesia
- Planning Commission, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Lanco Infratech Ltd - India
- Siam City Cement PLC, Thailand
- International Coal Ventures Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Sakthi Sugars Limited - India
- Toyota Tsusho Corporation, Japan
- Metalloyd Limited - United Kingdom
- Tamil Nadu electricity Board
- South Luzon Thermal Energy Corporation
- New Zealand Coal & Carbon
- Parry Sugars Refinery, India
- Meenaskhi Energy Private Limited - India
- Alfred C Toepfer International GmbH - Germany
- Petrochimia International Co. Ltd.- Taiwan
- Siam City Cement - Thailand
- Minerals Council of Australia
- Uttam Galva Steels Limited - India
- Kapuas Tunggal Persada - Indonesia
- Madhucon Powers Ltd - India
- Attock Cement Pakistan Limited
- Indonesian Coal Mining Association
- Semirara Mining Corp, Philippines
- Savvy Resources Ltd - HongKong
- Bhatia International Limited - India
- Australian Commodity Traders Exchange
- PTC India Limited - India
- Manunggal Multi Energi - Indonesia
- IEA Clean Coal Centre - UK
- Bhoruka Overseas - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Riau Bara Harum - Indonesia
- Rio Tinto Coal - Australia
- Tata Chemicals Ltd - India
- Xindia Steels Limited - India
- Simpson Spence & Young - Indonesia
- Merrill Lynch Commodities Europe
- Goldman Sachs - Singapore
- VISA Power Limited - India
- TeaM Sual Corporation - Philippines
- Heidelberg Cement - Germany
- Ministry of Transport, Egypt
- Formosa Plastics Group - Taiwan
- Commonwealth Bank - Australia
- PNOC Exploration Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Videocon Industries ltd - India
- Krishnapatnam Port Company Ltd. - India
- Central Electricity Authority - India
- MS Steel International - UAE
- Antam Resourcindo - Indonesia
- Iligan Light & Power Inc, Philippines
- Karbindo Abesyapradhi - Indoneisa
- CNBM International Corporation - China
- Marubeni Corporation - India
- Africa Commodities Group - South Africa
- The Treasury - Australian Government
- Aboitiz Power Corporation - Philippines
- The State Trading Corporation of India Ltd
- Gujarat Electricity Regulatory Commission - India
- Chettinad Cement Corporation Ltd - India
- Deloitte Consulting - India
- Indika Energy - Indonesia
- Renaissance Capital - South Africa
- CIMB Investment Bank - Malaysia
- Posco Energy - South Korea
- PetroVietnam Power Coal Import and Supply Company
- Romanian Commodities Exchange
- Indo Tambangraya Megah - Indonesia
- Interocean Group of Companies - India
- Wilmar Investment Holdings
- Trasteel International SA, Italy
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Central Java Power - Indonesia
- Ind-Barath Power Infra Limited - India
- Malabar Cements Ltd - India
- White Energy Company Limited
- Miang Besar Coal Terminal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Global Green Power PLC Corporation, Philippines
- Ministry of Mines - Canada
- Wood Mackenzie - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Baiduri Energy - Indonesia
- Latin American Coal - Colombia
- Sree Jayajothi Cements Limited - India
- Kaltim Prima Coal - Indonesia
- Mjunction Services Limited - India
- ICICI Bank Limited - India
- Petron Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- LBH Netherlands Bv - Netherlands
- Thai Mozambique Logistica
- SMC Global Power, Philippines
- Sical Logistics Limited - India
- Timah Investasi Mineral - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Eastern Coal Council - USA
- Larsen & Toubro Limited - India
- Vizag Seaport Private Limited - India
- Karaikal Port Pvt Ltd - India
- Orica Mining Services - Indonesia
- London Commodity Brokers - England
- Carbofer General Trading SA - India
- Coalindo Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Jaiprakash Power Ventures ltd
- Bhushan Steel Limited - India
- Semirara Mining and Power Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Dalmia Cement Bharat India
- Asmin Koalindo Tuhup - Indonesia
- PowerSource Philippines DevCo
- Samtan Co., Ltd - South Korea
- Sarangani Energy Corporation, Philippines
- Mintek Dendrill Indonesia
- The University of Queensland
- Bharathi Cement Corporation - India
- Altura Mining Limited, Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Sindya Power Generating Company Private Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- GMR Energy Limited - India
- Aditya Birla Group - India
- Price Waterhouse Coopers - Russia
- Binh Thuan Hamico - Vietnam
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Australian Coal Association
- IHS Mccloskey Coal Group - USA
- Maheswari Brothers Coal Limited - India
- Kumho Petrochemical, South Korea
- Maharashtra Electricity Regulatory Commission - India
- Port Waratah Coal Services - Australia
- Intertek Mineral Services - Indonesia
- Chamber of Mines of South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Anglo American - United Kingdom
- Star Paper Mills Limited - India
- Essar Steel Hazira Ltd - India
- Parliament of New Zealand
- AsiaOL BioFuels Corp., Philippines
- GVK Power & Infra Limited - India
- Independent Power Producers Association of India
- SMG Consultants - Indonesia
- Grasim Industreis Ltd - India
- Indian Energy Exchange, India
- Vedanta Resources Plc - India
- European Bulk Services B.V. - Netherlands
- Indogreen Group - Indonesia
- Agrawal Coal Company - India
- Energy Link Ltd, New Zealand
- Straits Asia Resources Limited - Singapore
- Indian Oil Corporation Limited
- SN Aboitiz Power Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Kobexindo Tractors - Indoneisa
- Coastal Gujarat Power Limited - India
- Salva Resources Pvt Ltd - India
- Edison Trading Spa - Italy
- Pipit Mutiara Jaya. PT, Indonesia
- Cigading International Bulk Terminal - Indonesia
- Coal and Oil Company - UAE
- Makarim & Taira - Indonesia
- Eastern Energy - Thailand
- Thiess Contractors Indonesia
- Economic Council, Georgia
- Medco Energi Mining Internasional
- Jindal Steel & Power Ltd - India
- Borneo Indobara - Indonesia
- Mercator Lines Limited - India
- Electricity Authority, New Zealand
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