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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, 29 March 22
MEMR OF INDONESIA HAS FIXED COAL PRICE AT US$ 90 PER TONNE FOR DOMESTIC INDUSTRIES EXCEPT SMELTER INDUSTRIES; FOR PLN USD 70 IS APPLICABLE
Minister of Energy and Mineral Resources (ESDM) Arifin Tasrif has set the selling price of coal for domestic, industrial except metal processing an ...
Monday, 21 March 22
A FORCE MAJEURE TO BE RECKONED WITH - BALTIC EXCHANGE
Sanctions cause payment confusion
This dispute in MUR Shipping BV v. RTI Ltd [2022] EWHC 467 (Comm) related to an owner’s purported exercis ...
Monday, 21 March 22
CHINA'S COAL OUTPUT UP 10.3 PCT IN FIRST TWO MONTHS - XINHUA
China’s raw coal output posted fast growth in the first two months of 2022, while coal imports continued to shrink, official data showed.
...
Tuesday, 15 March 22
INDUSTRY VETERANS & ORGANIZATIONS HONOURED WITH THE PRESTIGIOUS SHIPTEK INTERNATIONAL AWARDS 2022
Press Release: The 15th edition of the prestigious ShipTek International Conference & Awards 2022 concluded successfully from March 7th - 8th 2 ...
Tuesday, 15 March 22
CHINA'S COAL OUTPUT GROWS TO STABILIZE MARKET SUPPLY - XINHUA
China’s coal market has seen growth in output since late February amid the country’s efforts to stabilize production and ensure supply, ...
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- Neyveli Lignite Corporation Ltd, - India
- Indian Oil Corporation Limited
- Sical Logistics Limited - India
- Posco Energy - South Korea
- Kalimantan Lumbung Energi - Indonesia
- IEA Clean Coal Centre - UK
- Tamil Nadu electricity Board
- Indonesian Coal Mining Association
- The University of Queensland
- Meralco Power Generation, Philippines
- Vedanta Resources Plc - India
- Samtan Co., Ltd - South Korea
- Kideco Jaya Agung - Indonesia
- Eastern Energy - Thailand
- Georgia Ports Authority, United States
- Baramulti Group, Indonesia
- Thai Mozambique Logistica
- Cigading International Bulk Terminal - Indonesia
- Banpu Public Company Limited - Thailand
- Wilmar Investment Holdings
- Economic Council, Georgia
- Alfred C Toepfer International GmbH - Germany
- Iligan Light & Power Inc, Philippines
- New Zealand Coal & Carbon
- Central Java Power - Indonesia
- Sakthi Sugars Limited - India
- India Bulls Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Attock Cement Pakistan Limited
- Trasteel International SA, Italy
- Salva Resources Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Malabar Cements Ltd - India
- Siam City Cement - Thailand
- Coal and Oil Company - UAE
- Ministry of Mines - Canada
- AsiaOL BioFuels Corp., Philippines
- London Commodity Brokers - England
- Bukit Baiduri Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- The State Trading Corporation of India Ltd
- Agrawal Coal Company - India
- Formosa Plastics Group - Taiwan
- Edison Trading Spa - Italy
- Australian Coal Association
- Mercator Lines Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sojitz Corporation - Japan
- Gujarat Mineral Development Corp Ltd - India
- Bharathi Cement Corporation - India
- Latin American Coal - Colombia
- PNOC Exploration Corporation - Philippines
- Videocon Industries ltd - India
- Medco Energi Mining Internasional
- Electricity Authority, New Zealand
- Bukit Makmur.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- SMG Consultants - Indonesia
- Romanian Commodities Exchange
- Sree Jayajothi Cements Limited - India
- ICICI Bank Limited - India
- Dalmia Cement Bharat India
- Straits Asia Resources Limited - Singapore
- Energy Development Corp, Philippines
- Kumho Petrochemical, South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Wood Mackenzie - Singapore
- Mercuria Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Vizag Seaport Private Limited - India
- Bhatia International Limited - India
- Globalindo Alam Lestari - Indonesia
- Orica Australia Pty. Ltd.
- Intertek Mineral Services - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- Energy Link Ltd, New Zealand
- MS Steel International - UAE
- Directorate Of Revenue Intelligence - India
- Indian Energy Exchange, India
- GMR Energy Limited - India
- Kaltim Prima Coal - Indonesia
- Semirara Mining Corp, Philippines
- San Jose City I Power Corp, Philippines
- The Treasury - Australian Government
- Maheswari Brothers Coal Limited - India
- Carbofer General Trading SA - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Heidelberg Cement - Germany
- TeaM Sual Corporation - Philippines
- Deloitte Consulting - India
- Bulk Trading Sa - Switzerland
- SMC Global Power, Philippines
- Petron Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Barasentosa Lestari - Indonesia
- Global Green Power PLC Corporation, Philippines
- Interocean Group of Companies - India
- Power Finance Corporation Ltd., India
- Antam Resourcindo - Indonesia
- Independent Power Producers Association of India
- Australian Commodity Traders Exchange
- Orica Mining Services - Indonesia
- Marubeni Corporation - India
- International Coal Ventures Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Cement Manufacturers Association - India
- Indika Energy - Indonesia
- Port Waratah Coal Services - Australia
- Therma Luzon, Inc, Philippines
- Commonwealth Bank - Australia
- Riau Bara Harum - Indonesia
- Anglo American - United Kingdom
- Holcim Trading Pte Ltd - Singapore
- Manunggal Multi Energi - Indonesia
- LBH Netherlands Bv - Netherlands
- SN Aboitiz Power Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Jorong Barutama Greston.PT - Indonesia
- Mintek Dendrill Indonesia
- Sinarmas Energy and Mining - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Madhucon Powers Ltd - India
- Toyota Tsusho Corporation, Japan
- Renaissance Capital - South Africa
- GN Power Mariveles Coal Plant, Philippines
- Coalindo Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Goldman Sachs - Singapore
- Lanco Infratech Ltd - India
- Jindal Steel & Power Ltd - India
- Meenaskhi Energy Private Limited - India
- Kapuas Tunggal Persada - Indonesia
- European Bulk Services B.V. - Netherlands
- Coastal Gujarat Power Limited - India
- Metalloyd Limited - United Kingdom
- Xindia Steels Limited - India
- Kartika Selabumi Mining - Indonesia
- Africa Commodities Group - South Africa
- Gujarat Sidhee Cement - India
- CNBM International Corporation - China
- Rio Tinto Coal - Australia
- Siam City Cement PLC, Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- Singapore Mercantile Exchange
- Uttam Galva Steels Limited - India
- Price Waterhouse Coopers - Russia
- Bahari Cakrawala Sebuku - Indonesia
- Simpson Spence & Young - Indonesia
- Bayan Resources Tbk. - Indonesia
- Electricity Generating Authority of Thailand
- Altura Mining Limited, Indonesia
- Parry Sugars Refinery, India
- PowerSource Philippines DevCo
- Ind-Barath Power Infra Limited - India
- Indo Tambangraya Megah - Indonesia
- Eastern Coal Council - USA
- Semirara Mining and Power Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Aboitiz Power Corporation - Philippines
- Planning Commission, India
- Bhoruka Overseas - Indonesia
- Merrill Lynch Commodities Europe
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Thiess Contractors Indonesia
- Kobexindo Tractors - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- Borneo Indobara - Indonesia
- McConnell Dowell - Australia
- Global Business Power Corporation, Philippines
- Mjunction Services Limited - India
- Minerals Council of Australia
- South Luzon Thermal Energy Corporation
- Grasim Industreis Ltd - India
- Oldendorff Carriers - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- Sarangani Energy Corporation, Philippines
- Star Paper Mills Limited - India
- GVK Power & Infra Limited - India
- Savvy Resources Ltd - HongKong
- Makarim & Taira - Indonesia
- Pendopo Energi Batubara - Indonesia
- Larsen & Toubro Limited - India
- Bhushan Steel Limited - India
- Bangladesh Power Developement Board
- White Energy Company Limited
- Directorate General of MIneral and Coal - Indonesia
- Tata Chemicals Ltd - India
- PTC India Limited - India
- Miang Besar Coal Terminal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Kohat Cement Company Ltd. - Pakistan
- Sindya Power Generating Company Private Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Chettinad Cement Corporation Ltd - India
- ASAPP Information Group - India
- Billiton Holdings Pty Ltd - Australia
- Leighton Contractors Pty Ltd - Australia
- Parliament of New Zealand
- Essar Steel Hazira Ltd - India
- OPG Power Generation Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Chamber of Mines of South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Central Electricity Authority - India
- Indogreen Group - Indonesia
- Ministry of Transport, Egypt
- Ambuja Cements Ltd - India
- Karaikal Port Pvt Ltd - India
- Aditya Birla Group - India
- VISA Power Limited - India
- Ministry of Finance - Indonesia
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