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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, 08 March 22
RUSSIA-UKRAINE CONFLICT ADDS IMPETUS TO ASIA'S ENERGY TRANSITION - IEEFA
Clean energy alternatives are a crucial hedge against future disruptions in global commodity markets
Russia’s invasion of Ukra ...
Tuesday, 08 March 22
THE HIGH COST OF INDONESIA’S DOWNSTREAM COAL PROJECTS IS UNDERESTIMATED - IEEFA
Three Indonesian ministries have come up with a DME purchase price of US$378/tonne fixed for 20 years compared to IEEFA’s US$601/tonne estima ...
Wednesday, 02 March 22
SHIPPING MARKET INSIGHT - INTERMODAL
The escalating confrontation between Russia and Ukraine has the potential to disrupt global order and set the world back a few decades. While count ...
Tuesday, 22 February 22
CHINA'S DAILY OUTPUT OF COAL REBOUNDS TO OVER 12 MLN TONNES - REUTERS
China’s coal output returned to more than 12 million tonnes per day as of Feb. 20, the country’s state planner said on Monday, a level ...
Thursday, 17 February 22
MAJOR INSTITUTIONS PROVIDED OVER $1.5 TRLN TO COAL SECTOR IN 2019-2021, SAYS NGO GROUP - REUTERS
Financial institutions channelled more than $1.5 trillion into the coal industry in loans and underwriting from January 2019 to November 2021, even ...
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- Indonesian Coal Mining Association
- Gujarat Electricity Regulatory Commission - India
- Kapuas Tunggal Persada - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Indian Energy Exchange, India
- Simpson Spence & Young - Indonesia
- IEA Clean Coal Centre - UK
- Globalindo Alam Lestari - Indonesia
- India Bulls Power Limited - India
- Global Coal Blending Company Limited - Australia
- PTC India Limited - India
- SMC Global Power, Philippines
- MS Steel International - UAE
- Eastern Energy - Thailand
- Romanian Commodities Exchange
- Ind-Barath Power Infra Limited - India
- Sical Logistics Limited - India
- Sree Jayajothi Cements Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- London Commodity Brokers - England
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Petrochimia International Co. Ltd.- Taiwan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Neyveli Lignite Corporation Ltd, - India
- Kartika Selabumi Mining - Indonesia
- Tata Chemicals Ltd - India
- Xindia Steels Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Minerals Council of Australia
- Semirara Mining and Power Corporation, Philippines
- Parry Sugars Refinery, India
- Bulk Trading Sa - Switzerland
- Trasteel International SA, Italy
- Power Finance Corporation Ltd., India
- Banpu Public Company Limited - Thailand
- CIMB Investment Bank - Malaysia
- Kumho Petrochemical, South Korea
- Gujarat Mineral Development Corp Ltd - India
- The University of Queensland
- Bharathi Cement Corporation - India
- The State Trading Corporation of India Ltd
- Therma Luzon, Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Ambuja Cements Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- VISA Power Limited - India
- Eastern Coal Council - USA
- Altura Mining Limited, Indonesia
- Essar Steel Hazira Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Iligan Light & Power Inc, Philippines
- Meenaskhi Energy Private Limited - India
- PowerSource Philippines DevCo
- The Treasury - Australian Government
- Wood Mackenzie - Singapore
- Coastal Gujarat Power Limited - India
- Karaikal Port Pvt Ltd - India
- Standard Chartered Bank - UAE
- Samtan Co., Ltd - South Korea
- White Energy Company Limited
- Asmin Koalindo Tuhup - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Kaltim Prima Coal - Indonesia
- Savvy Resources Ltd - HongKong
- Bahari Cakrawala Sebuku - Indonesia
- Carbofer General Trading SA - India
- Pipit Mutiara Jaya. PT, Indonesia
- Dalmia Cement Bharat India
- Straits Asia Resources Limited - Singapore
- Ministry of Mines - Canada
- Coal and Oil Company - UAE
- Chettinad Cement Corporation Ltd - India
- Renaissance Capital - South Africa
- Kepco SPC Power Corporation, Philippines
- Indika Energy - Indonesia
- Vedanta Resources Plc - India
- Oldendorff Carriers - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Directorate Of Revenue Intelligence - India
- PNOC Exploration Corporation - Philippines
- Thai Mozambique Logistica
- Vizag Seaport Private Limited - India
- Marubeni Corporation - India
- Antam Resourcindo - Indonesia
- Star Paper Mills Limited - India
- Deloitte Consulting - India
- TeaM Sual Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- Siam City Cement - Thailand
- Chamber of Mines of South Africa
- Semirara Mining Corp, Philippines
- Price Waterhouse Coopers - Russia
- Bukit Baiduri Energy - Indonesia
- Thiess Contractors Indonesia
- ICICI Bank Limited - India
- Binh Thuan Hamico - Vietnam
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Australian Coal Association
- Goldman Sachs - Singapore
- Interocean Group of Companies - India
- Miang Besar Coal Terminal - Indonesia
- Orica Australia Pty. Ltd.
- Maheswari Brothers Coal Limited - India
- Alfred C Toepfer International GmbH - Germany
- Intertek Mineral Services - Indonesia
- Attock Cement Pakistan Limited
- OPG Power Generation Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indogreen Group - Indonesia
- Cement Manufacturers Association - India
- Sarangani Energy Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Sakthi Sugars Limited - India
- CNBM International Corporation - China
- Petron Corporation, Philippines
- Independent Power Producers Association of India
- Ministry of Transport, Egypt
- Bayan Resources Tbk. - Indonesia
- Madhucon Powers Ltd - India
- Gujarat Sidhee Cement - India
- Global Business Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Tamil Nadu electricity Board
- Georgia Ports Authority, United States
- ASAPP Information Group - India
- GN Power Mariveles Coal Plant, Philippines
- PetroVietnam Power Coal Import and Supply Company
- South Luzon Thermal Energy Corporation
- Kohat Cement Company Ltd. - Pakistan
- Central Electricity Authority - India
- Bangladesh Power Developement Board
- Ceylon Electricity Board - Sri Lanka
- TNB Fuel Sdn Bhd - Malaysia
- GAC Shipping (India) Pvt Ltd
- Africa Commodities Group - South Africa
- Sojitz Corporation - Japan
- Heidelberg Cement - Germany
- Cigading International Bulk Terminal - Indonesia
- Aboitiz Power Corporation - Philippines
- Electricity Authority, New Zealand
- Bhatia International Limited - India
- Toyota Tsusho Corporation, Japan
- Jaiprakash Power Ventures ltd
- Sindya Power Generating Company Private Ltd
- Pendopo Energi Batubara - Indonesia
- Salva Resources Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- New Zealand Coal & Carbon
- Malabar Cements Ltd - India
- Indo Tambangraya Megah - Indonesia
- Orica Mining Services - Indonesia
- Grasim Industreis Ltd - India
- Parliament of New Zealand
- Port Waratah Coal Services - Australia
- Edison Trading Spa - Italy
- Holcim Trading Pte Ltd - Singapore
- Aditya Birla Group - India
- McConnell Dowell - Australia
- Borneo Indobara - Indonesia
- Mercator Lines Limited - India
- LBH Netherlands Bv - Netherlands
- Formosa Plastics Group - Taiwan
- Australian Commodity Traders Exchange
- Energy Link Ltd, New Zealand
- Merrill Lynch Commodities Europe
- Bhoruka Overseas - Indonesia
- Barasentosa Lestari - Indonesia
- Timah Investasi Mineral - Indoneisa
- Rio Tinto Coal - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Agrawal Coal Company - India
- Lanco Infratech Ltd - India
- Mercuria Energy - Indonesia
- Anglo American - United Kingdom
- Wilmar Investment Holdings
- Maharashtra Electricity Regulatory Commission - India
- Larsen & Toubro Limited - India
- Makarim & Taira - Indonesia
- Videocon Industries ltd - India
- International Coal Ventures Pvt Ltd - India
- Mintek Dendrill Indonesia
- Latin American Coal - Colombia
- GMR Energy Limited - India
- Mjunction Services Limited - India
- Meralco Power Generation, Philippines
- Electricity Generating Authority of Thailand
- Billiton Holdings Pty Ltd - Australia
- Kideco Jaya Agung - Indonesia
- Planning Commission, India
- Jindal Steel & Power Ltd - India
- Posco Energy - South Korea
- AsiaOL BioFuels Corp., Philippines
- Economic Council, Georgia
- Energy Development Corp, Philippines
- Baramulti Group, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Commonwealth Bank - Australia
- GVK Power & Infra Limited - India
- SMG Consultants - Indonesia
- Uttam Galva Steels Limited - India
- Singapore Mercantile Exchange
- Global Green Power PLC Corporation, Philippines
- Riau Bara Harum - Indonesia
- Coalindo Energy - Indonesia
- Indian Oil Corporation Limited
- Rashtriya Ispat Nigam Limited - India
- Kobexindo Tractors - Indoneisa
- Medco Energi Mining Internasional
- Bhushan Steel Limited - India
- Ministry of Finance - Indonesia
- Siam City Cement PLC, Thailand
- Central Java Power - Indonesia
- Bukit Makmur.PT - Indonesia
- San Jose City I Power Corp, Philippines
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