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.
|
|
Thursday, 03 February 22
COAL SHORTAGE NOW AT ALARMING LEVELS, SAY ALUMINIUM PRODUCERS - IANS
With no relief in sight despite coal stocks running critically low and production disruptions looming across the Indian aluminium sector, the Alumi ...
Wednesday, 02 February 22
HIGH COKING COAL PRICES PROVIDE GLIMPSE INTO STEELMAKING'S FUTURE - MCKINSEY
Last year was a volatile one in global commodity markets. Demand for coking coal, an essential raw material in the production of steel, was extreme ...
Wednesday, 02 February 22
INDONESIA'S RESTRICTIONS ON COMMODITIES RATTLE MARKETS, MORE MOVES LIKELY - REUTERS
In just the first month of this year, Indonesian policymakers have rattled global markets with restrictions on some of its biggest commodities expo ...
Wednesday, 02 February 22
CHINA'S TOP COAL PRODUCER FORECASTS 28 PCT PROFIT GROWTH IN 2021 - XINHUA
China Shenhua Energy Company Limited, one of the country’s biggest coal producers, said its net profits are expected to jump by 28 percent in ...
Wednesday, 02 February 22
COAL STORAGE IN CHINA’S POWER PLANTS NEAR RECORD HIGHS - XINHUA
Coal inflows into China’s power plants have picked up, bringing their coal storage to near record highs, the National Development and Reform ...
|
|
|
Showing 356 to 360 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Mjunction Services Limited - India
- Heidelberg Cement - Germany
- Dalmia Cement Bharat India
- Offshore Bulk Terminal Pte Ltd, Singapore
- IHS Mccloskey Coal Group - USA
- Makarim & Taira - Indonesia
- Star Paper Mills Limited - India
- Chamber of Mines of South Africa
- Xindia Steels Limited - India
- Orica Australia Pty. Ltd.
- Tata Chemicals Ltd - India
- Medco Energi Mining Internasional
- Jaiprakash Power Ventures ltd
- European Bulk Services B.V. - Netherlands
- Indonesian Coal Mining Association
- Rashtriya Ispat Nigam Limited - India
- Alfred C Toepfer International GmbH - Germany
- Lanco Infratech Ltd - India
- Parry Sugars Refinery, India
- Larsen & Toubro Limited - India
- Merrill Lynch Commodities Europe
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Finance - Indonesia
- Borneo Indobara - Indonesia
- CNBM International Corporation - China
- Sical Logistics Limited - India
- Miang Besar Coal Terminal - Indonesia
- Bayan Resources Tbk. - Indonesia
- PowerSource Philippines DevCo
- Singapore Mercantile Exchange
- Sakthi Sugars Limited - India
- Ceylon Electricity Board - Sri Lanka
- Sree Jayajothi Cements Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Maharashtra Electricity Regulatory Commission - India
- Grasim Industreis Ltd - India
- Georgia Ports Authority, United States
- Mintek Dendrill Indonesia
- VISA Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Coalindo Energy - Indonesia
- Price Waterhouse Coopers - Russia
- SMG Consultants - Indonesia
- Barasentosa Lestari - Indonesia
- McConnell Dowell - Australia
- Neyveli Lignite Corporation Ltd, - India
- LBH Netherlands Bv - Netherlands
- Semirara Mining Corp, Philippines
- Coastal Gujarat Power Limited - India
- Aboitiz Power Corporation - Philippines
- London Commodity Brokers - England
- Interocean Group of Companies - India
- Wilmar Investment Holdings
- Iligan Light & Power Inc, Philippines
- The State Trading Corporation of India Ltd
- Economic Council, Georgia
- GMR Energy Limited - India
- Deloitte Consulting - India
- Eastern Coal Council - USA
- Oldendorff Carriers - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Romanian Commodities Exchange
- Energy Link Ltd, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Kumho Petrochemical, South Korea
- Essar Steel Hazira Ltd - India
- Bukit Baiduri Energy - Indonesia
- Bhushan Steel Limited - India
- MS Steel International - UAE
- AsiaOL BioFuels Corp., Philippines
- PNOC Exploration Corporation - Philippines
- ICICI Bank Limited - India
- Coal and Oil Company - UAE
- ASAPP Information Group - India
- Karbindo Abesyapradhi - Indoneisa
- Orica Mining Services - Indonesia
- PTC India Limited - India
- Central Electricity Authority - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- IEA Clean Coal Centre - UK
- White Energy Company Limited
- Directorate General of MIneral and Coal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercuria Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Commonwealth Bank - Australia
- The University of Queensland
- Holcim Trading Pte Ltd - Singapore
- India Bulls Power Limited - India
- Indogreen Group - Indonesia
- Binh Thuan Hamico - Vietnam
- Krishnapatnam Port Company Ltd. - India
- Standard Chartered Bank - UAE
- Maheswari Brothers Coal Limited - India
- Antam Resourcindo - Indonesia
- CIMB Investment Bank - Malaysia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Sidhee Cement - India
- Global Green Power PLC Corporation, Philippines
- The Treasury - Australian Government
- Africa Commodities Group - South Africa
- Trasteel International SA, Italy
- Anglo American - United Kingdom
- Ministry of Transport, Egypt
- Pendopo Energi Batubara - Indonesia
- Minerals Council of Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Bukit Makmur.PT - Indonesia
- Global Coal Blending Company Limited - Australia
- Aditya Birla Group - India
- Parliament of New Zealand
- Riau Bara Harum - Indonesia
- Bhatia International Limited - India
- Planning Commission, India
- Karaikal Port Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Attock Cement Pakistan Limited
- Banpu Public Company Limited - Thailand
- Siam City Cement - Thailand
- Australian Commodity Traders Exchange
- Manunggal Multi Energi - Indonesia
- Australian Coal Association
- Tamil Nadu electricity Board
- Salva Resources Pvt Ltd - India
- Malabar Cements Ltd - India
- SN Aboitiz Power Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Posco Energy - South Korea
- Global Business Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Bank of Tokyo Mitsubishi UFJ Ltd
- Independent Power Producers Association of India
- Power Finance Corporation Ltd., India
- Billiton Holdings Pty Ltd - Australia
- GVK Power & Infra Limited - India
- Thai Mozambique Logistica
- New Zealand Coal & Carbon
- Simpson Spence & Young - Indonesia
- Directorate Of Revenue Intelligence - India
- Kalimantan Lumbung Energi - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Samtan Co., Ltd - South Korea
- Straits Asia Resources Limited - Singapore
- Indian Oil Corporation Limited
- Mercator Lines Limited - India
- Bharathi Cement Corporation - India
- Intertek Mineral Services - Indonesia
- Kepco SPC Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Renaissance Capital - South Africa
- Kobexindo Tractors - Indoneisa
- Carbofer General Trading SA - India
- Bulk Trading Sa - Switzerland
- Savvy Resources Ltd - HongKong
- Globalindo Alam Lestari - Indonesia
- SMC Global Power, Philippines
- Leighton Contractors Pty Ltd - Australia
- Rio Tinto Coal - Australia
- Timah Investasi Mineral - Indoneisa
- TeaM Sual Corporation - Philippines
- Marubeni Corporation - India
- Petron Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Ministry of Mines - Canada
- Siam City Cement PLC, Thailand
- Sojitz Corporation - Japan
- Meenaskhi Energy Private Limited - India
- Sindya Power Generating Company Private Ltd
- Indika Energy - Indonesia
- Energy Development Corp, Philippines
- Bhoruka Overseas - Indonesia
- Madhucon Powers Ltd - India
- South Luzon Thermal Energy Corporation
- Kideco Jaya Agung - Indonesia
- Port Waratah Coal Services - Australia
- Cement Manufacturers Association - India
- Ambuja Cements Ltd - India
- GAC Shipping (India) Pvt Ltd
- International Coal Ventures Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Vizag Seaport Private Limited - India
- Electricity Generating Authority of Thailand
- Toyota Tsusho Corporation, Japan
- Latin American Coal - Colombia
- Sarangani Energy Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Agrawal Coal Company - India
- Uttam Galva Steels Limited - India
- Indo Tambangraya Megah - Indonesia
- Thiess Contractors Indonesia
- Wood Mackenzie - Singapore
- Ind-Barath Power Infra Limited - India
- Meralco Power Generation, Philippines
- Goldman Sachs - Singapore
- Electricity Authority, New Zealand
- Vedanta Resources Plc - India
- Edison Trading Spa - Italy
- Vijayanagar Sugar Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Baramulti Group, Indonesia
- Bangladesh Power Developement Board
- Altura Mining Limited, Indonesia
- Eastern Energy - Thailand
- Central Java Power - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- San Jose City I Power Corp, Philippines
- Formosa Plastics Group - Taiwan
- Indian Energy Exchange, India
- Bukit Asam (Persero) Tbk - Indonesia
- Therma Luzon, Inc, Philippines
- Videocon Industries ltd - India
- Gujarat Mineral Development Corp Ltd - India
|
| |
| |
|
