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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
INVESTMENT IN GLOBAL COAL SUPPLY CHAIN TO HIT $115 BN IN 2022, LED BY CHINA AND INDIA - BUSINESS LINE
At over $80 billion, China and India are anticipated to make up the bulk of global coal investment in 2022, says IEA.
The investment ...
Wednesday, 29 June 22
LNG MARKET REMAINS TIGHT - INTERMODAL
LNG market remains tight currently, mainly driven by the US LNG outage from the recent fire in Freeport LNG terminal together with the recent fall ...
Wednesday, 29 June 22
CHINA'S NEW PLAN FOR RENEWABLE ENERGY DEVELOPMENT FOCUSES ON CONSUMPTION - FITCH RATINGS
China’s focus on consumption penetration for renewable energy development in its recently released 14th five-year plan – 2021 to 2025 & ...
Wednesday, 29 June 22
APAC CORPORATE SECTOR OUTLOOKS SHIFT AMID GLOBAL SHOCKS - FITCH RATINGS’
Fitch Ratings’ mid-2022 corporate sector outlook review revealed that the Asia-Pacific (APAC) region saw the largest number of sector outlook ...
Thursday, 16 June 22
MARKET INSIGHT - INTERMODAL
Picking up from my last insight in March, on the early days of the invasion, it's worth pointing out the way that the fast-paced working enviro ...
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- Vijayanagar Sugar Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Borneo Indobara - Indonesia
- ICICI Bank Limited - India
- International Coal Ventures Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- New Zealand Coal & Carbon
- Offshore Bulk Terminal Pte Ltd, Singapore
- Global Green Power PLC Corporation, Philippines
- Standard Chartered Bank - UAE
- Coal and Oil Company - UAE
- Leighton Contractors Pty Ltd - Australia
- Merrill Lynch Commodities Europe
- Australian Commodity Traders Exchange
- Karaikal Port Pvt Ltd - India
- Siam City Cement PLC, Thailand
- CNBM International Corporation - China
- Chettinad Cement Corporation Ltd - India
- Energy Link Ltd, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Thai Mozambique Logistica
- TeaM Sual Corporation - Philippines
- Videocon Industries ltd - India
- Billiton Holdings Pty Ltd - Australia
- India Bulls Power Limited - India
- Ambuja Cements Ltd - India
- SMC Global Power, Philippines
- Tata Chemicals Ltd - India
- Africa Commodities Group - South Africa
- Bayan Resources Tbk. - Indonesia
- Samtan Co., Ltd - South Korea
- Semirara Mining and Power Corporation, Philippines
- PowerSource Philippines DevCo
- Gujarat Electricity Regulatory Commission - India
- Binh Thuan Hamico - Vietnam
- Makarim & Taira - Indonesia
- Planning Commission, India
- Sarangani Energy Corporation, Philippines
- ASAPP Information Group - India
- Medco Energi Mining Internasional
- IHS Mccloskey Coal Group - USA
- Edison Trading Spa - Italy
- Australian Coal Association
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- LBH Netherlands Bv - Netherlands
- Indian Energy Exchange, India
- Chamber of Mines of South Africa
- Kapuas Tunggal Persada - Indonesia
- Vedanta Resources Plc - India
- Thiess Contractors Indonesia
- Electricity Generating Authority of Thailand
- Bulk Trading Sa - Switzerland
- Georgia Ports Authority, United States
- Lanco Infratech Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Straits Asia Resources Limited - Singapore
- Mintek Dendrill Indonesia
- Altura Mining Limited, Indonesia
- Anglo American - United Kingdom
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Cement Manufacturers Association - India
- Posco Energy - South Korea
- Star Paper Mills Limited - India
- Bukit Makmur.PT - Indonesia
- Kumho Petrochemical, South Korea
- Sakthi Sugars Limited - India
- Savvy Resources Ltd - HongKong
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mercator Lines Limited - India
- Uttam Galva Steels Limited - India
- Kaltim Prima Coal - Indonesia
- Gujarat Sidhee Cement - India
- Goldman Sachs - Singapore
- PNOC Exploration Corporation - Philippines
- Miang Besar Coal Terminal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Transport, Egypt
- Sical Logistics Limited - India
- South Luzon Thermal Energy Corporation
- Simpson Spence & Young - Indonesia
- Barasentosa Lestari - Indonesia
- Iligan Light & Power Inc, Philippines
- Indika Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- Wood Mackenzie - Singapore
- GMR Energy Limited - India
- Globalindo Alam Lestari - Indonesia
- Bhoruka Overseas - Indonesia
- Indogreen Group - Indonesia
- Riau Bara Harum - Indonesia
- Mjunction Services Limited - India
- GVK Power & Infra Limited - India
- Latin American Coal - Colombia
- Renaissance Capital - South Africa
- Krishnapatnam Port Company Ltd. - India
- Vizag Seaport Private Limited - India
- Romanian Commodities Exchange
- Kobexindo Tractors - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- Baramulti Group, Indonesia
- Sindya Power Generating Company Private Ltd
- Orica Australia Pty. Ltd.
- Orica Mining Services - Indonesia
- Commonwealth Bank - Australia
- Grasim Industreis Ltd - India
- The State Trading Corporation of India Ltd
- Bangladesh Power Developement Board
- SN Aboitiz Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Timah Investasi Mineral - Indoneisa
- Ind-Barath Power Infra Limited - India
- Indian Oil Corporation Limited
- Kartika Selabumi Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- McConnell Dowell - Australia
- Port Waratah Coal Services - Australia
- Dalmia Cement Bharat India
- Global Business Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Electricity Authority, New Zealand
- Madhucon Powers Ltd - India
- Petron Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Eastern Energy - Thailand
- Power Finance Corporation Ltd., India
- Maharashtra Electricity Regulatory Commission - India
- Eastern Coal Council - USA
- Economic Council, Georgia
- Deloitte Consulting - India
- CIMB Investment Bank - Malaysia
- GAC Shipping (India) Pvt Ltd
- Wilmar Investment Holdings
- Kohat Cement Company Ltd. - Pakistan
- Indo Tambangraya Megah - Indonesia
- Coastal Gujarat Power Limited - India
- Maheswari Brothers Coal Limited - India
- Antam Resourcindo - Indonesia
- White Energy Company Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Sojitz Corporation - Japan
- Xindia Steels Limited - India
- MS Steel International - UAE
- The Treasury - Australian Government
- San Jose City I Power Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Neyveli Lignite Corporation Ltd, - India
- Meralco Power Generation, Philippines
- London Commodity Brokers - England
- European Bulk Services B.V. - Netherlands
- Agrawal Coal Company - India
- Bhatia International Limited - India
- PTC India Limited - India
- The University of Queensland
- Bharathi Cement Corporation - India
- Independent Power Producers Association of India
- SMG Consultants - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Tamil Nadu electricity Board
- Therma Luzon, Inc, Philippines
- Attock Cement Pakistan Limited
- Ceylon Electricity Board - Sri Lanka
- Parliament of New Zealand
- Rio Tinto Coal - Australia
- Siam City Cement - Thailand
- Cigading International Bulk Terminal - Indonesia
- Essar Steel Hazira Ltd - India
- Metalloyd Limited - United Kingdom
- Semirara Mining Corp, Philippines
- Indonesian Coal Mining Association
- Rashtriya Ispat Nigam Limited - India
- Central Electricity Authority - India
- Kideco Jaya Agung - Indonesia
- Malabar Cements Ltd - India
- Salva Resources Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Directorate Of Revenue Intelligence - India
- PetroVietnam Power Coal Import and Supply Company
- Parry Sugars Refinery, India
- Manunggal Multi Energi - Indonesia
- Formosa Plastics Group - Taiwan
- Heidelberg Cement - Germany
- Coalindo Energy - Indonesia
- Interocean Group of Companies - India
- Minerals Council of Australia
- IEA Clean Coal Centre - UK
- Bhushan Steel Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Banpu Public Company Limited - Thailand
- Toyota Tsusho Corporation, Japan
- Price Waterhouse Coopers - Russia
- Pipit Mutiara Jaya. PT, Indonesia
- Central Java Power - Indonesia
- Ministry of Finance - Indonesia
- Sinarmas Energy and Mining - Indonesia
- OPG Power Generation Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Marubeni Corporation - India
- Pendopo Energi Batubara - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Singapore Mercantile Exchange
- Sree Jayajothi Cements Limited - India
- Aboitiz Power Corporation - Philippines
- Ministry of Mines - Canada
- Carbofer General Trading SA - India
- Kepco SPC Power Corporation, Philippines
- VISA Power Limited - India
- Energy Development Corp, Philippines
- Larsen & Toubro Limited - India
- Trasteel International SA, Italy
- Global Coal Blending Company Limited - Australia
- Jindal Steel & Power Ltd - India
- Mercuria Energy - Indonesia
- Aditya Birla Group - India
- TNB Fuel Sdn Bhd - Malaysia
- Jaiprakash Power Ventures ltd
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