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.
|
|
Saturday, 11 June 22
AIMTEK INTERNATIONAL CONFERENCE AND AWARDS
Press Release: The prestigious AIMTEK International Conference and Awards concluded successfully on June 7th, 2022 at Radisson Blu, Yas Island Abu ...
Thursday, 26 May 22
MARKET INSIGHT - INTERMODAL
The newbuilding market activity has been significantly positive from a dry bulk owner perspective during the first half of 2022. Indeed, the contra ...
Wednesday, 18 May 22
INDONESIAN COAL PRICE REFERENCE DROPPED 4.42% IN MAY
COALspot.com: Indonesian Coal Price Reference for May delivery drops 4.42 per cent month on month.
The Indonesian Coal Price Referen ...
Thursday, 12 May 22
MARKET INSIGHT - INTERMODAL
Almost through half of the year, the overall shipping market continues to show signs of healthiness, after plenty of festivities and holidays that ...
Wednesday, 27 April 22
EUROPEAN UNION'S LNG IMPORTS - BANCHERO COSTA
In 2021, the European Union (27) was the third largest seaborne importer of LNG in the world, with a 15.8% share.
It followed Mainla ...
|
|
|
Showing 321 to 325 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- AsiaOL BioFuels Corp., Philippines
- Simpson Spence & Young - Indonesia
- Price Waterhouse Coopers - Russia
- Sakthi Sugars Limited - India
- Kapuas Tunggal Persada - Indonesia
- Timah Investasi Mineral - Indoneisa
- Ministry of Transport, Egypt
- Cement Manufacturers Association - India
- Videocon Industries ltd - India
- Energy Development Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Larsen & Toubro Limited - India
- Romanian Commodities Exchange
- Vedanta Resources Plc - India
- Meralco Power Generation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Jaiprakash Power Ventures ltd
- Indo Tambangraya Megah - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Directorate Of Revenue Intelligence - India
- Lanco Infratech Ltd - India
- White Energy Company Limited
- Baramulti Group, Indonesia
- SMG Consultants - Indonesia
- Heidelberg Cement - Germany
- Marubeni Corporation - India
- Commonwealth Bank - Australia
- IEA Clean Coal Centre - UK
- Miang Besar Coal Terminal - Indonesia
- CNBM International Corporation - China
- Bangladesh Power Developement Board
- GAC Shipping (India) Pvt Ltd
- Goldman Sachs - Singapore
- Jorong Barutama Greston.PT - Indonesia
- ICICI Bank Limited - India
- GMR Energy Limited - India
- Minerals Council of Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Orica Mining Services - Indonesia
- CIMB Investment Bank - Malaysia
- Wood Mackenzie - Singapore
- Oldendorff Carriers - Singapore
- Gujarat Electricity Regulatory Commission - India
- Siam City Cement PLC, Thailand
- Economic Council, Georgia
- Samtan Co., Ltd - South Korea
- McConnell Dowell - Australia
- Mercuria Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Indian Oil Corporation Limited
- Indika Energy - Indonesia
- Parry Sugars Refinery, India
- Sree Jayajothi Cements Limited - India
- Orica Australia Pty. Ltd.
- Bulk Trading Sa - Switzerland
- Electricity Generating Authority of Thailand
- Trasteel International SA, Italy
- Formosa Plastics Group - Taiwan
- Australian Commodity Traders Exchange
- Kobexindo Tractors - Indoneisa
- Renaissance Capital - South Africa
- Ambuja Cements Ltd - India
- Intertek Mineral Services - Indonesia
- Therma Luzon, Inc, Philippines
- Indian Energy Exchange, India
- The Treasury - Australian Government
- Makarim & Taira - Indonesia
- Bhatia International Limited - India
- Australian Coal Association
- Eastern Coal Council - USA
- Karbindo Abesyapradhi - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Kumho Petrochemical, South Korea
- Medco Energi Mining Internasional
- The State Trading Corporation of India Ltd
- Global Coal Blending Company Limited - Australia
- European Bulk Services B.V. - Netherlands
- PowerSource Philippines DevCo
- Parliament of New Zealand
- Banpu Public Company Limited - Thailand
- Pendopo Energi Batubara - Indonesia
- Sarangani Energy Corporation, Philippines
- Latin American Coal - Colombia
- Port Waratah Coal Services - Australia
- Billiton Holdings Pty Ltd - Australia
- Africa Commodities Group - South Africa
- Semirara Mining and Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Savvy Resources Ltd - HongKong
- Cigading International Bulk Terminal - Indonesia
- Energy Link Ltd, New Zealand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Leighton Contractors Pty Ltd - Australia
- Antam Resourcindo - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- Electricity Authority, New Zealand
- London Commodity Brokers - England
- Borneo Indobara - Indonesia
- Karaikal Port Pvt Ltd - India
- GVK Power & Infra Limited - India
- SN Aboitiz Power Inc, Philippines
- Interocean Group of Companies - India
- Deloitte Consulting - India
- Kartika Selabumi Mining - Indonesia
- Riau Bara Harum - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Essar Steel Hazira Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Semirara Mining Corp, Philippines
- Ministry of Mines - Canada
- Coal and Oil Company - UAE
- Binh Thuan Hamico - Vietnam
- ASAPP Information Group - India
- Agrawal Coal Company - India
- Rio Tinto Coal - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Thai Mozambique Logistica
- Sojitz Corporation - Japan
- Anglo American - United Kingdom
- Xindia Steels Limited - India
- Central Electricity Authority - India
- Merrill Lynch Commodities Europe
- Rashtriya Ispat Nigam Limited - India
- Carbofer General Trading SA - India
- Central Java Power - Indonesia
- Power Finance Corporation Ltd., India
- Directorate General of MIneral and Coal - Indonesia
- Toyota Tsusho Corporation, Japan
- Bukit Makmur.PT - Indonesia
- Star Paper Mills Limited - India
- Indonesian Coal Mining Association
- San Jose City I Power Corp, Philippines
- Indogreen Group - Indonesia
- Chettinad Cement Corporation Ltd - India
- Metalloyd Limited - United Kingdom
- IHS Mccloskey Coal Group - USA
- Gujarat Mineral Development Corp Ltd - India
- Maheswari Brothers Coal Limited - India
- Alfred C Toepfer International GmbH - Germany
- Tamil Nadu electricity Board
- Chamber of Mines of South Africa
- Manunggal Multi Energi - Indonesia
- MS Steel International - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PNOC Exploration Corporation - Philippines
- Petron Corporation, Philippines
- Posco Energy - South Korea
- Planning Commission, India
- Global Business Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Ministry of Finance - Indonesia
- Sindya Power Generating Company Private Ltd
- Bhushan Steel Limited - India
- Uttam Galva Steels Limited - India
- South Luzon Thermal Energy Corporation
- New Zealand Coal & Carbon
- Madhucon Powers Ltd - India
- PTC India Limited - India
- Ceylon Electricity Board - Sri Lanka
- Mintek Dendrill Indonesia
- Tata Chemicals Ltd - India
- Kideco Jaya Agung - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Straits Asia Resources Limited - Singapore
- Malabar Cements Ltd - India
- OPG Power Generation Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Holcim Trading Pte Ltd - Singapore
- Eastern Energy - Thailand
- Georgia Ports Authority, United States
- PetroVietnam Power Coal Import and Supply Company
- Aboitiz Power Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Attock Cement Pakistan Limited
- Thiess Contractors Indonesia
- Grasim Industreis Ltd - India
- Gujarat Sidhee Cement - India
- Kaltim Prima Coal - Indonesia
- Jindal Steel & Power Ltd - India
- Vizag Seaport Private Limited - India
- Iligan Light & Power Inc, Philippines
- Aditya Birla Group - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- International Coal Ventures Pvt Ltd - India
- Mercator Lines Limited - India
- Dalmia Cement Bharat India
- Coastal Gujarat Power Limited - India
- Edison Trading Spa - Italy
- LBH Netherlands Bv - Netherlands
- Salva Resources Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Mjunction Services Limited - India
- The University of Queensland
- Bayan Resources Tbk. - Indonesia
- SMC Global Power, Philippines
- Siam City Cement - Thailand
- Altura Mining Limited, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Singapore Mercantile Exchange
- Asmin Koalindo Tuhup - Indonesia
- Wilmar Investment Holdings
- India Bulls Power Limited - India
- Meenaskhi Energy Private Limited - India
- Bukit Baiduri Energy - Indonesia
- Bharathi Cement Corporation - India
- Sical Logistics Limited - India
- Bhoruka Overseas - Indonesia
- Coalindo Energy - Indonesia
- Independent Power Producers Association of India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- VISA Power Limited - India
- Ind-Barath Power Infra Limited - India
|
| |
| |
|
