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