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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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Tuesday, 26 April 22
CHINA'S APPETITE FOR BAUXITE HITS NEW RECORD AS Q1 IMPORTS JUMP 15.4% Y/Y - BIMCO
Bauxite shipments arriving in China hit new record levels in the first quarter of 2022 and grew at an average annual rate of 12.8% between 2017 and ...
Tuesday, 26 April 22
INDIA'S COAL IMPORTS ARE SHIFTING, THERMAL MORE THAN COKING - REUTERS
India’s coal imports are starting to reflect shifting world trade and pricing dynamics in the wake of Russia’s invasion of neighbouring ...
Monday, 18 April 22
GERMAN COAL IMPORTERS EXPECT A BRIEF SPIKE IN PRICES ON EU BAN - REUTERS
A European Union embargo on Russian coal imports will push up prices in the short term before alternative supplies become available to steady the c ...
Monday, 18 April 22
FINNISH 'LOOPHOLES' ALLOW IMPORTS OF RUSSIAN COAL AND OIL TO CONTINUE - EURONEWS
Activists in Finland are calling for the government to clamp down faster on state-owned companies that continue to import raw materials from Russia ...
Monday, 18 April 22
GOVT IN DISCUSSION WITH WORLD BANK ON FRAMEWORK FOR COAL MINE CLOSURE - BUSINESS STANDARD
The coal ministry is in discussions with the World Bank for collaboration on the mine closure framework, a government official said on Wednesday.
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- The University of Queensland
- Aboitiz Power Corporation - Philippines
- IEA Clean Coal Centre - UK
- Deloitte Consulting - India
- Merrill Lynch Commodities Europe
- PNOC Exploration Corporation - Philippines
- Kalimantan Lumbung Energi - Indonesia
- Binh Thuan Hamico - Vietnam
- Mercator Lines Limited - India
- Latin American Coal - Colombia
- White Energy Company Limited
- Coastal Gujarat Power Limited - India
- Bukit Makmur.PT - Indonesia
- Jaiprakash Power Ventures ltd
- Aditya Birla Group - India
- Commonwealth Bank - Australia
- Petron Corporation, Philippines
- Singapore Mercantile Exchange
- Anglo American - United Kingdom
- Chettinad Cement Corporation Ltd - India
- SMC Global Power, Philippines
- Kartika Selabumi Mining - Indonesia
- Global Business Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Therma Luzon, Inc, Philippines
- Georgia Ports Authority, United States
- SN Aboitiz Power Inc, Philippines
- VISA Power Limited - India
- Semirara Mining Corp, Philippines
- Marubeni Corporation - India
- Orica Australia Pty. Ltd.
- TNB Fuel Sdn Bhd - Malaysia
- Pipit Mutiara Jaya. PT, Indonesia
- Coalindo Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- MS Steel International - UAE
- Savvy Resources Ltd - HongKong
- Directorate Of Revenue Intelligence - India
- Thiess Contractors Indonesia
- Star Paper Mills Limited - India
- Karaikal Port Pvt Ltd - India
- Grasim Industreis Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Makarim & Taira - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Rashtriya Ispat Nigam Limited - India
- IHS Mccloskey Coal Group - USA
- Energy Link Ltd, New Zealand
- Malabar Cements Ltd - India
- Central Electricity Authority - India
- Kideco Jaya Agung - Indonesia
- Central Java Power - Indonesia
- Renaissance Capital - South Africa
- Vedanta Resources Plc - India
- Directorate General of MIneral and Coal - Indonesia
- Ind-Barath Power Infra Limited - India
- Indonesian Coal Mining Association
- Indian Energy Exchange, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PowerSource Philippines DevCo
- Borneo Indobara - Indonesia
- Global Coal Blending Company Limited - Australia
- CIMB Investment Bank - Malaysia
- Energy Development Corp, Philippines
- Romanian Commodities Exchange
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Independent Power Producers Association of India
- Sical Logistics Limited - India
- Tamil Nadu electricity Board
- Toyota Tsusho Corporation, Japan
- CNBM International Corporation - China
- GAC Shipping (India) Pvt Ltd
- Semirara Mining and Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Sree Jayajothi Cements Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Videocon Industries ltd - India
- Bhoruka Overseas - Indonesia
- Port Waratah Coal Services - Australia
- Meenaskhi Energy Private Limited - India
- Standard Chartered Bank - UAE
- Xindia Steels Limited - India
- Cement Manufacturers Association - India
- ICICI Bank Limited - India
- Kepco SPC Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Minerals Council of Australia
- Orica Mining Services - Indonesia
- Mintek Dendrill Indonesia
- Oldendorff Carriers - Singapore
- GVK Power & Infra Limited - India
- Alfred C Toepfer International GmbH - Germany
- Bhushan Steel Limited - India
- Holcim Trading Pte Ltd - Singapore
- Iligan Light & Power Inc, Philippines
- Madhucon Powers Ltd - India
- Posco Energy - South Korea
- Bhatia International Limited - India
- Trasteel International SA, Italy
- Gujarat Mineral Development Corp Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Attock Cement Pakistan Limited
- Sarangani Energy Corporation, Philippines
- Rio Tinto Coal - Australia
- AsiaOL BioFuels Corp., Philippines
- Bulk Trading Sa - Switzerland
- Goldman Sachs - Singapore
- Lanco Infratech Ltd - India
- Essar Steel Hazira Ltd - India
- SMG Consultants - Indonesia
- Electricity Authority, New Zealand
- The Treasury - Australian Government
- Planning Commission, India
- Sakthi Sugars Limited - India
- Thai Mozambique Logistica
- India Bulls Power Limited - India
- Formosa Plastics Group - Taiwan
- Tata Chemicals Ltd - India
- Kobexindo Tractors - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Sojitz Corporation - Japan
- Bangladesh Power Developement Board
- Jindal Steel & Power Ltd - India
- New Zealand Coal & Carbon
- Vizag Seaport Private Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Riau Bara Harum - Indonesia
- Ambuja Cements Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Chamber of Mines of South Africa
- Bharathi Cement Corporation - India
- The State Trading Corporation of India Ltd
- Economic Council, Georgia
- Leighton Contractors Pty Ltd - Australia
- San Jose City I Power Corp, Philippines
- Indian Oil Corporation Limited
- Eastern Energy - Thailand
- Simpson Spence & Young - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Australian Coal Association
- Vijayanagar Sugar Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Edison Trading Spa - Italy
- Interocean Group of Companies - India
- Ceylon Electricity Board - Sri Lanka
- Global Green Power PLC Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Manunggal Multi Energi - Indonesia
- Meralco Power Generation, Philippines
- Kumho Petrochemical, South Korea
- Banpu Public Company Limited - Thailand
- Globalindo Alam Lestari - Indonesia
- Ministry of Finance - Indonesia
- Salva Resources Pvt Ltd - India
- Mjunction Services Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Sindya Power Generating Company Private Ltd
- Straits Asia Resources Limited - Singapore
- PTC India Limited - India
- London Commodity Brokers - England
- Siam City Cement PLC, Thailand
- Baramulti Group, Indonesia
- Price Waterhouse Coopers - Russia
- Billiton Holdings Pty Ltd - Australia
- Metalloyd Limited - United Kingdom
- South Luzon Thermal Energy Corporation
- Gujarat Sidhee Cement - India
- GMR Energy Limited - India
- Bayan Resources Tbk. - Indonesia
- Barasentosa Lestari - Indonesia
- Africa Commodities Group - South Africa
- Australian Commodity Traders Exchange
- Agrawal Coal Company - India
- Medco Energi Mining Internasional
- Indo Tambangraya Megah - Indonesia
- Indika Energy - Indonesia
- Mercuria Energy - Indonesia
- Samtan Co., Ltd - South Korea
- LBH Netherlands Bv - Netherlands
- McConnell Dowell - Australia
- Bukit Baiduri Energy - Indonesia
- Power Finance Corporation Ltd., India
- Gujarat Electricity Regulatory Commission - India
- Larsen & Toubro Limited - India
- Intertek Mineral Services - Indonesia
- Kapuas Tunggal Persada - Indonesia
- OPG Power Generation Pvt Ltd - India
- ASAPP Information Group - India
- Eastern Coal Council - USA
- Heidelberg Cement - Germany
- International Coal Ventures Pvt Ltd - India
- Parry Sugars Refinery, India
- Coal and Oil Company - UAE
- Neyveli Lignite Corporation Ltd, - India
- Pendopo Energi Batubara - Indonesia
- Altura Mining Limited, Indonesia
- Antam Resourcindo - Indonesia
- Siam City Cement - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Uttam Galva Steels Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Timah Investasi Mineral - Indoneisa
- Carbofer General Trading SA - India
- Parliament of New Zealand
- Maheswari Brothers Coal Limited - India
- Jorong Barutama Greston.PT - Indonesia
- European Bulk Services B.V. - Netherlands
- Wood Mackenzie - Singapore
- Ministry of Transport, Egypt
- Indogreen Group - Indonesia
- Ministry of Mines - Canada
- Electricity Generating Authority of Thailand
- Wilmar Investment Holdings
- Dalmia Cement Bharat India
- Bank of Tokyo Mitsubishi UFJ Ltd
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