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