We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
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 ...
|
|
|
Showing 341 to 345 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Orica Mining Services - Indonesia
- Sindya Power Generating Company Private Ltd
- India Bulls Power Limited - India
- Coal and Oil Company - UAE
- Xindia Steels Limited - India
- Aboitiz Power Corporation - Philippines
- CIMB Investment Bank - Malaysia
- SMG Consultants - Indonesia
- Holcim Trading Pte Ltd - Singapore
- PowerSource Philippines DevCo
- Carbofer General Trading SA - India
- Gujarat Electricity Regulatory Commission - India
- Energy Link Ltd, New Zealand
- Latin American Coal - Colombia
- Indonesian Coal Mining Association
- Ministry of Transport, Egypt
- Commonwealth Bank - Australia
- Bangladesh Power Developement Board
- Kapuas Tunggal Persada - Indonesia
- Essar Steel Hazira Ltd - India
- Global Business Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Straits Asia Resources Limited - Singapore
- Thiess Contractors Indonesia
- Central Electricity Authority - India
- Ministry of Finance - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Global Coal Blending Company Limited - Australia
- Ceylon Electricity Board - Sri Lanka
- Power Finance Corporation Ltd., India
- PetroVietnam Power Coal Import and Supply Company
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Tamil Nadu electricity Board
- Indian Oil Corporation Limited
- Electricity Authority, New Zealand
- The State Trading Corporation of India Ltd
- Edison Trading Spa - Italy
- SMC Global Power, Philippines
- Vizag Seaport Private Limited - India
- Bhatia International Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Agrawal Coal Company - India
- Port Waratah Coal Services - Australia
- Planning Commission, India
- Standard Chartered Bank - UAE
- Altura Mining Limited, Indonesia
- San Jose City I Power Corp, Philippines
- Sical Logistics Limited - India
- Pendopo Energi Batubara - Indonesia
- Siam City Cement PLC, Thailand
- New Zealand Coal & Carbon
- Mercuria Energy - Indonesia
- Malabar Cements Ltd - India
- TeaM Sual Corporation - Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bulk Trading Sa - Switzerland
- Jorong Barutama Greston.PT - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Price Waterhouse Coopers - Russia
- MS Steel International - UAE
- Marubeni Corporation - India
- Salva Resources Pvt Ltd - India
- Meralco Power Generation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Lanco Infratech Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Barasentosa Lestari - Indonesia
- Independent Power Producers Association of India
- Cigading International Bulk Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- Ministry of Mines - Canada
- Kideco Jaya Agung - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Bayan Resources Tbk. - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Sinarmas Energy and Mining - Indonesia
- Antam Resourcindo - Indonesia
- Eastern Coal Council - USA
- Baramulti Group, Indonesia
- Bharathi Cement Corporation - India
- Ind-Barath Power Infra Limited - India
- Sarangani Energy Corporation, Philippines
- Thai Mozambique Logistica
- Mjunction Services Limited - India
- Posco Energy - South Korea
- Uttam Galva Steels Limited - India
- Sakthi Sugars Limited - India
- Samtan Co., Ltd - South Korea
- Medco Energi Mining Internasional
- Indian Energy Exchange, India
- Oldendorff Carriers - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Economic Council, Georgia
- Iligan Light & Power Inc, Philippines
- The Treasury - Australian Government
- Central Java Power - Indonesia
- Bukit Baiduri Energy - Indonesia
- Parliament of New Zealand
- Sojitz Corporation - Japan
- Eastern Energy - Thailand
- Africa Commodities Group - South Africa
- Borneo Indobara - Indonesia
- Grasim Industreis Ltd - India
- Binh Thuan Hamico - Vietnam
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dalmia Cement Bharat India
- South Luzon Thermal Energy Corporation
- Renaissance Capital - South Africa
- TNB Fuel Sdn Bhd - Malaysia
- Chettinad Cement Corporation Ltd - India
- GAC Shipping (India) Pvt Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asmin Koalindo Tuhup - Indonesia
- Formosa Plastics Group - Taiwan
- Simpson Spence & Young - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Petrochimia International Co. Ltd.- Taiwan
- Siam City Cement - Thailand
- Madhucon Powers Ltd - India
- Videocon Industries ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Merrill Lynch Commodities Europe
- Wilmar Investment Holdings
- Gujarat Sidhee Cement - India
- VISA Power Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- The University of Queensland
- Jaiprakash Power Ventures ltd
- Coastal Gujarat Power Limited - India
- Australian Commodity Traders Exchange
- Kalimantan Lumbung Energi - Indonesia
- Bukit Makmur.PT - Indonesia
- Parry Sugars Refinery, India
- Savvy Resources Ltd - HongKong
- Attock Cement Pakistan Limited
- IEA Clean Coal Centre - UK
- Makarim & Taira - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Riau Bara Harum - Indonesia
- Maheswari Brothers Coal Limited - India
- Cement Manufacturers Association - India
- Anglo American - United Kingdom
- Ambuja Cements Ltd - India
- Sree Jayajothi Cements Limited - India
- Indo Tambangraya Megah - Indonesia
- Jindal Steel & Power Ltd - India
- Kumho Petrochemical, South Korea
- White Energy Company Limited
- CNBM International Corporation - China
- Interocean Group of Companies - India
- Bhushan Steel Limited - India
- Globalindo Alam Lestari - Indonesia
- Kepco SPC Power Corporation, Philippines
- Orica Australia Pty. Ltd.
- Electricity Generating Authority of Thailand
- GN Power Mariveles Coal Plant, Philippines
- Aditya Birla Group - India
- Chamber of Mines of South Africa
- Indika Energy - Indonesia
- Semirara Mining Corp, Philippines
- Goldman Sachs - Singapore
- ASAPP Information Group - India
- Australian Coal Association
- Petron Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Wood Mackenzie - Singapore
- AsiaOL BioFuels Corp., Philippines
- Metalloyd Limited - United Kingdom
- European Bulk Services B.V. - Netherlands
- Meenaskhi Energy Private Limited - India
- Vedanta Resources Plc - India
- Star Paper Mills Limited - India
- PTC India Limited - India
- Indogreen Group - Indonesia
- Trasteel International SA, Italy
- Rio Tinto Coal - Australia
- Intertek Mineral Services - Indonesia
- GVK Power & Infra Limited - India
- Heidelberg Cement - Germany
- Global Green Power PLC Corporation, Philippines
- ICICI Bank Limited - India
- Toyota Tsusho Corporation, Japan
- Directorate Of Revenue Intelligence - India
- Mintek Dendrill Indonesia
- Energy Development Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Therma Luzon, Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Billiton Holdings Pty Ltd - Australia
- GMR Energy Limited - India
- Romanian Commodities Exchange
- Minerals Council of Australia
- McConnell Dowell - Australia
- Manunggal Multi Energi - Indonesia
- Bhoruka Overseas - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Singapore Mercantile Exchange
- Georgia Ports Authority, United States
- Rashtriya Ispat Nigam Limited - India
- Mercator Lines Limited - India
- International Coal Ventures Pvt Ltd - India
- Tata Chemicals Ltd - India
- Coalindo Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Larsen & Toubro Limited - India
- London Commodity Brokers - England
- IHS Mccloskey Coal Group - USA
- Timah Investasi Mineral - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Kaltim Prima Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- OPG Power Generation Pvt Ltd - India
- Deloitte Consulting - India
|
| |
| |
|
