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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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Wednesday, 09 February 22
OIL PRICES: "IT'S GOING TO BE VERY EASY" TO GET TO $100/BARREL, ANALYST SAYS - YAHOO FINANCE
Energy and oil prices have been on fire over the last six months — and expect them to go higher, says one analyst.
“For ...
Wednesday, 09 February 22
MARKET INSIGHT - INTERMODAL
Iron ore prices have jumped significantly in the week prior to the Chinese New Year with traders and producers stocking up on raw materials. China& ...
Wednesday, 09 February 22
FEBRUARY HBA HITS RECORD HIGH IN 2022 ON INDONESIA’S EXPORT BAN IN JANUARY, WORSEN SUPPLY, UKRAINE TENSIONS
COALspot.com: Indonesian Coal Price Reference for February in a steep climb from January 2022.
As expected in January the Indonesia ...
Wednesday, 09 February 22
CHINESE COAL MARKS BEST DAY IN 4 MONTHS ON TIGHT SUPPLY, HIGH DEMAND - REUTERS
China’s coal futures on Tuesday recorded their best session since Bejing’s mid-October intervention to cool runaway prices, aided by co ...
Friday, 04 February 22
RENEWABLES ON THE RISE, COAL CONTINUOUSLY FALLING - EUROPEAN COMMISSION
Although oil (34.5%) and natural gas (23.7%) were still the most important fuel sources in the EU energy mix in 2020, renewable energy’s shar ...
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- Semirara Mining Corp, Philippines
- PTC India Limited - India
- Meenaskhi Energy Private Limited - India
- AsiaOL BioFuels Corp., Philippines
- Marubeni Corporation - India
- White Energy Company Limited
- TNB Fuel Sdn Bhd - Malaysia
- Makarim & Taira - Indonesia
- London Commodity Brokers - England
- Vedanta Resources Plc - India
- Aditya Birla Group - India
- PowerSource Philippines DevCo
- Sindya Power Generating Company Private Ltd
- Tamil Nadu electricity Board
- Bharathi Cement Corporation - India
- Manunggal Multi Energi - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ceylon Electricity Board - Sri Lanka
- Georgia Ports Authority, United States
- GVK Power & Infra Limited - India
- Gujarat Sidhee Cement - India
- Mjunction Services Limited - India
- Sinarmas Energy and Mining - Indonesia
- SMC Global Power, Philippines
- Oldendorff Carriers - Singapore
- Australian Coal Association
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indian Energy Exchange, India
- Mintek Dendrill Indonesia
- San Jose City I Power Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Indo Tambangraya Megah - Indonesia
- Coastal Gujarat Power Limited - India
- Global Business Power Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Bukit Makmur.PT - Indonesia
- Kumho Petrochemical, South Korea
- Malabar Cements Ltd - India
- Sree Jayajothi Cements Limited - India
- Straits Asia Resources Limited - Singapore
- Banpu Public Company Limited - Thailand
- Ministry of Transport, Egypt
- The University of Queensland
- Globalindo Alam Lestari - Indonesia
- Barasentosa Lestari - Indonesia
- Independent Power Producers Association of India
- Africa Commodities Group - South Africa
- Vizag Seaport Private Limited - India
- CIMB Investment Bank - Malaysia
- Ministry of Mines - Canada
- Salva Resources Pvt Ltd - India
- Posco Energy - South Korea
- Samtan Co., Ltd - South Korea
- Riau Bara Harum - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Indogreen Group - Indonesia
- Madhucon Powers Ltd - India
- Dalmia Cement Bharat India
- Renaissance Capital - South Africa
- Wilmar Investment Holdings
- Semirara Mining and Power Corporation, Philippines
- Central Electricity Authority - India
- Parliament of New Zealand
- Uttam Galva Steels Limited - India
- Eastern Coal Council - USA
- Lanco Infratech Ltd - India
- Jindal Steel & Power Ltd - India
- The State Trading Corporation of India Ltd
- Iligan Light & Power Inc, Philippines
- Siam City Cement PLC, Thailand
- Timah Investasi Mineral - Indoneisa
- GMR Energy Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Central Java Power - Indonesia
- Antam Resourcindo - Indonesia
- Eastern Energy - Thailand
- Wood Mackenzie - Singapore
- Essar Steel Hazira Ltd - India
- Videocon Industries ltd - India
- Metalloyd Limited - United Kingdom
- Thai Mozambique Logistica
- Kohat Cement Company Ltd. - Pakistan
- Chamber of Mines of South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Commonwealth Bank - Australia
- Tata Chemicals Ltd - India
- Bayan Resources Tbk. - Indonesia
- Orica Australia Pty. Ltd.
- Mercuria Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Holcim Trading Pte Ltd - Singapore
- Rio Tinto Coal - Australia
- Orica Mining Services - Indonesia
- Baramulti Group, Indonesia
- Intertek Mineral Services - Indonesia
- ASAPP Information Group - India
- Alfred C Toepfer International GmbH - Germany
- Trasteel International SA, Italy
- Meralco Power Generation, Philippines
- Kobexindo Tractors - Indoneisa
- IHS Mccloskey Coal Group - USA
- Heidelberg Cement - Germany
- Chettinad Cement Corporation Ltd - India
- Petron Corporation, Philippines
- Bangladesh Power Developement Board
- Larsen & Toubro Limited - India
- Electricity Authority, New Zealand
- Bhoruka Overseas - Indonesia
- Grasim Industreis Ltd - India
- Sojitz Corporation - Japan
- TeaM Sual Corporation - Philippines
- Medco Energi Mining Internasional
- Electricity Generating Authority of Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- European Bulk Services B.V. - Netherlands
- Interocean Group of Companies - India
- New Zealand Coal & Carbon
- India Bulls Power Limited - India
- Formosa Plastics Group - Taiwan
- MS Steel International - UAE
- Minerals Council of Australia
- Toyota Tsusho Corporation, Japan
- Kideco Jaya Agung - Indonesia
- SMG Consultants - Indonesia
- Bulk Trading Sa - Switzerland
- GN Power Mariveles Coal Plant, Philippines
- The Treasury - Australian Government
- Jaiprakash Power Ventures ltd
- Planning Commission, India
- Merrill Lynch Commodities Europe
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Parry Sugars Refinery, India
- Economic Council, Georgia
- Jorong Barutama Greston.PT - Indonesia
- VISA Power Limited - India
- Maheswari Brothers Coal Limited - India
- LBH Netherlands Bv - Netherlands
- Cement Manufacturers Association - India
- Petrochimia International Co. Ltd.- Taiwan
- Kartika Selabumi Mining - Indonesia
- IEA Clean Coal Centre - UK
- Power Finance Corporation Ltd., India
- Xindia Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- Altura Mining Limited, Indonesia
- Coal and Oil Company - UAE
- CNBM International Corporation - China
- Karaikal Port Pvt Ltd - India
- Bhushan Steel Limited - India
- Bukit Baiduri Energy - Indonesia
- Siam City Cement - Thailand
- Billiton Holdings Pty Ltd - Australia
- International Coal Ventures Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Star Paper Mills Limited - India
- Singapore Mercantile Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Romanian Commodities Exchange
- Price Waterhouse Coopers - Russia
- Mercator Lines Limited - India
- Simpson Spence & Young - Indonesia
- GAC Shipping (India) Pvt Ltd
- Leighton Contractors Pty Ltd - Australia
- Rashtriya Ispat Nigam Limited - India
- Sical Logistics Limited - India
- Energy Development Corp, Philippines
- Deloitte Consulting - India
- Sakthi Sugars Limited - India
- Carbofer General Trading SA - India
- Coalindo Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Directorate Of Revenue Intelligence - India
- Thiess Contractors Indonesia
- Maharashtra Electricity Regulatory Commission - India
- ICICI Bank Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Energy Link Ltd, New Zealand
- Krishnapatnam Port Company Ltd. - India
- Asmin Koalindo Tuhup - Indonesia
- McConnell Dowell - Australia
- Kapuas Tunggal Persada - Indonesia
- Kaltim Prima Coal - Indonesia
- Indian Oil Corporation Limited
- Ambuja Cements Ltd - India
- Standard Chartered Bank - UAE
- Goldman Sachs - Singapore
- Latin American Coal - Colombia
- Edison Trading Spa - Italy
- Pendopo Energi Batubara - Indonesia
- Agrawal Coal Company - India
- Attock Cement Pakistan Limited
- Aboitiz Power Corporation - Philippines
- Savvy Resources Ltd - HongKong
- Anglo American - United Kingdom
- Gujarat Mineral Development Corp Ltd - India
- Borneo Indobara - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Bhatia International Limited - India
- Miang Besar Coal Terminal - Indonesia
- Ministry of Finance - Indonesia
- Sarangani Energy Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- South Luzon Thermal Energy Corporation
- Karbindo Abesyapradhi - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Indika Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Indonesian Coal Mining Association
- Port Waratah Coal Services - Australia
- Australian Commodity Traders Exchange
- Ind-Barath Power Infra Limited - India
- Kepco SPC Power Corporation, Philippines
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