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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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Monday, 18 April 22
DEMAND FOR THERMAL COAL TO RISE DUE TO INCREASE IN ELECTRICITY DEMAND: INDIAN COAL MINISTRY - PTI
Coal block allocatees have a golden opportunity to augment production as the demand for thermal coal will rise due to an increase in electricity de ...
Tuesday, 05 April 22
INDONESIAN COAL PRICE REFERENCE HITS RECORD ABOVE $288
COALspot.com: Indonesian Coal Price Reference for April in a steep climb from March 2022.
As expected, Russia – Ukraine war dr ...
Thursday, 31 March 22
CHINA STATE PLANNER ASKS COAL INDEX PROVIDERS TO RECTIFY IRREGULARITIES - REUTERS
China’s state planner has asked some major coal price index providers to rectify “severe irregularities” it had identified in the ...
Thursday, 31 March 22
IMPORTED COAL PRICES TO JUMP 55% IN APR-JUN, IMPACT INDIAN FIRMS: ICRA - LIVEMINT
Supply disruption owing to the Russia-Ukraine conflict could push the price of imported coal by 45-55% in Q1FY23 compared to the previous quarter, ...
Thursday, 31 March 22
CHINA'S COAL OUTPUT SET FOR MODERATE GROWTH IN 2022 - INDUSTRY BODY - REUTERS
China is expected to see its coal output to grow further in 2022 after hitting a record last year, an industry body forecast on Wednesday, as the c ...
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- Bhatia International Limited - India
- Interocean Group of Companies - India
- Mintek Dendrill Indonesia
- Thai Mozambique Logistica
- Holcim Trading Pte Ltd - Singapore
- Baramulti Group, Indonesia
- Madhucon Powers Ltd - India
- Port Waratah Coal Services - Australia
- Bukit Baiduri Energy - Indonesia
- Gujarat Sidhee Cement - India
- European Bulk Services B.V. - Netherlands
- The State Trading Corporation of India Ltd
- Parliament of New Zealand
- Kepco SPC Power Corporation, Philippines
- Vedanta Resources Plc - India
- GVK Power & Infra Limited - India
- Leighton Contractors Pty Ltd - Australia
- LBH Netherlands Bv - Netherlands
- Medco Energi Mining Internasional
- Bharathi Cement Corporation - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Videocon Industries ltd - India
- Asmin Koalindo Tuhup - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Bangladesh Power Developement Board
- Coalindo Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- London Commodity Brokers - England
- Toyota Tsusho Corporation, Japan
- The Treasury - Australian Government
- Mjunction Services Limited - India
- Sarangani Energy Corporation, Philippines
- Tamil Nadu electricity Board
- Dalmia Cement Bharat India
- Romanian Commodities Exchange
- Singapore Mercantile Exchange
- Georgia Ports Authority, United States
- Kalimantan Lumbung Energi - Indonesia
- Intertek Mineral Services - Indonesia
- Meralco Power Generation, Philippines
- Latin American Coal - Colombia
- PNOC Exploration Corporation - Philippines
- OPG Power Generation Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Siam City Cement - Thailand
- IHS Mccloskey Coal Group - USA
- Straits Asia Resources Limited - Singapore
- Sakthi Sugars Limited - India
- Krishnapatnam Port Company Ltd. - India
- Independent Power Producers Association of India
- Kideco Jaya Agung - Indonesia
- McConnell Dowell - Australia
- Wilmar Investment Holdings
- Maheswari Brothers Coal Limited - India
- Semirara Mining and Power Corporation, Philippines
- Lanco Infratech Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Edison Trading Spa - Italy
- Semirara Mining Corp, Philippines
- Deloitte Consulting - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rio Tinto Coal - Australia
- New Zealand Coal & Carbon
- Meenaskhi Energy Private Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Power Finance Corporation Ltd., India
- Bhushan Steel Limited - India
- Bulk Trading Sa - Switzerland
- Thiess Contractors Indonesia
- San Jose City I Power Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Heidelberg Cement - Germany
- Formosa Plastics Group - Taiwan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Makmur.PT - Indonesia
- Essar Steel Hazira Ltd - India
- Uttam Galva Steels Limited - India
- VISA Power Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Finance - Indonesia
- Indonesian Coal Mining Association
- Global Green Power PLC Corporation, Philippines
- Indogreen Group - Indonesia
- Chamber of Mines of South Africa
- Attock Cement Pakistan Limited
- Commonwealth Bank - Australia
- Kartika Selabumi Mining - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Karbindo Abesyapradhi - Indoneisa
- SMG Consultants - Indonesia
- Indian Energy Exchange, India
- Savvy Resources Ltd - HongKong
- ICICI Bank Limited - India
- Oldendorff Carriers - Singapore
- Central Java Power - Indonesia
- Standard Chartered Bank - UAE
- Ind-Barath Power Infra Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Mercuria Energy - Indonesia
- Indika Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Barasentosa Lestari - Indonesia
- Price Waterhouse Coopers - Russia
- GMR Energy Limited - India
- Xindia Steels Limited - India
- White Energy Company Limited
- International Coal Ventures Pvt Ltd - India
- Wood Mackenzie - Singapore
- Global Coal Blending Company Limited - Australia
- Renaissance Capital - South Africa
- Siam City Cement PLC, Thailand
- Binh Thuan Hamico - Vietnam
- MS Steel International - UAE
- Mercator Lines Limited - India
- Manunggal Multi Energi - Indonesia
- PTC India Limited - India
- Orica Australia Pty. Ltd.
- Eastern Energy - Thailand
- Sojitz Corporation - Japan
- Timah Investasi Mineral - Indoneisa
- Economic Council, Georgia
- Tata Chemicals Ltd - India
- SMC Global Power, Philippines
- Africa Commodities Group - South Africa
- Simpson Spence & Young - Indonesia
- Banpu Public Company Limited - Thailand
- Gujarat Mineral Development Corp Ltd - India
- Sindya Power Generating Company Private Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- SN Aboitiz Power Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Australian Coal Association
- Carbofer General Trading SA - India
- Planning Commission, India
- TeaM Sual Corporation - Philippines
- Sree Jayajothi Cements Limited - India
- Orica Mining Services - Indonesia
- Bhoruka Overseas - Indonesia
- Grasim Industreis Ltd - India
- Samtan Co., Ltd - South Korea
- Kaltim Prima Coal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Ceylon Electricity Board - Sri Lanka
- Electricity Generating Authority of Thailand
- Vizag Seaport Private Limited - India
- Central Electricity Authority - India
- Electricity Authority, New Zealand
- Borneo Indobara - Indonesia
- Makarim & Taira - Indonesia
- Agrawal Coal Company - India
- Therma Luzon, Inc, Philippines
- Star Paper Mills Limited - India
- Billiton Holdings Pty Ltd - Australia
- Energy Link Ltd, New Zealand
- Aditya Birla Group - India
- Salva Resources Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Ministry of Transport, Egypt
- Gujarat Electricity Regulatory Commission - India
- Larsen & Toubro Limited - India
- Minerals Council of Australia
- CIMB Investment Bank - Malaysia
- South Luzon Thermal Energy Corporation
- CNBM International Corporation - China
- IEA Clean Coal Centre - UK
- Globalindo Alam Lestari - Indonesia
- Chettinad Cement Corporation Ltd - India
- Kapuas Tunggal Persada - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Altura Mining Limited, Indonesia
- Global Business Power Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Parry Sugars Refinery, India
- Jaiprakash Power Ventures ltd
- Cement Manufacturers Association - India
- The University of Queensland
- Ministry of Mines - Canada
- Malabar Cements Ltd - India
- Posco Energy - South Korea
- India Bulls Power Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Sical Logistics Limited - India
- Anglo American - United Kingdom
- Metalloyd Limited - United Kingdom
- Ambuja Cements Ltd - India
- Coal and Oil Company - UAE
- Coastal Gujarat Power Limited - India
- Eastern Coal Council - USA
- Marubeni Corporation - India
- Antam Resourcindo - Indonesia
- Merrill Lynch Commodities Europe
- Goldman Sachs - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Petron Corporation, Philippines
- PowerSource Philippines DevCo
- TNB Fuel Sdn Bhd - Malaysia
- Pendopo Energi Batubara - Indonesia
- ASAPP Information Group - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Trasteel International SA, Italy
- Kumho Petrochemical, South Korea
- Kobexindo Tractors - Indoneisa
- Indian Oil Corporation Limited
- Energy Development Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Aboitiz Power Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Australian Commodity Traders Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Riau Bara Harum - Indonesia
- Iligan Light & Power Inc, Philippines
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