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