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