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