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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, 02 February 22
MARKET INSIGHT - INTERMODAL
Oil prices have rallied to the highest level since October 2014 breaking above $90/bbl recently. November 2014 was the point when OPEC unleashed pr ...
Monday, 31 January 22
HOW INDONESIA'S COAL EXPORT BAN COULD IMPACT INDIA - IEEFA
What does it mean for power generation and energy security?
Not long ago, India faced coal shortages due to a decline in domestic co ...
Sunday, 30 January 22
AIR PRODUCTS' COAL GASIFICATION PROPOSAL TRIGGERS LOOMING POLICY DISPUTES IN INDONESIA - IEEFA
Plan to substitute Indonesia’s LPG imports with dimethyl ether may be hard to realize due to conflicting business interests
In ...
Sunday, 30 January 22
ENDGAME FOR NEW COAL POWER PROJECTS? - IEEFA INDIA
Retired coal units must be replaced only by assets that can provide grid flexibility
Reportedly, an expert committee appointed by th ...
Thursday, 27 January 22
2022 - A YEAR OF REBALANCING FOR METALS AND MINING - WOOD MACKENZIE
If 2021 was the year of rebound for metals and mining (M&M) commodities, then 2022 is shaping as the year of rebalance, says Wood Mackenzie, a ...
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- Planning Commission, India
- Chamber of Mines of South Africa
- VISA Power Limited - India
- Indonesian Coal Mining Association
- Bulk Trading Sa - Switzerland
- Petrochimia International Co. Ltd.- Taiwan
- Sarangani Energy Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Sree Jayajothi Cements Limited - India
- Semirara Mining Corp, Philippines
- Parry Sugars Refinery, India
- Bhushan Steel Limited - India
- Global Green Power PLC Corporation, Philippines
- PTC India Limited - India
- Meralco Power Generation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Grasim Industreis Ltd - India
- Maheswari Brothers Coal Limited - India
- India Bulls Power Limited - India
- Carbofer General Trading SA - India
- Pipit Mutiara Jaya. PT, Indonesia
- South Luzon Thermal Energy Corporation
- Larsen & Toubro Limited - India
- Jindal Steel & Power Ltd - India
- Aboitiz Power Corporation - Philippines
- Ministry of Finance - Indonesia
- Ministry of Mines - Canada
- Kaltim Prima Coal - Indonesia
- Borneo Indobara - Indonesia
- Independent Power Producers Association of India
- Lanco Infratech Ltd - India
- Orica Mining Services - Indonesia
- IHS Mccloskey Coal Group - USA
- Therma Luzon, Inc, Philippines
- Romanian Commodities Exchange
- Savvy Resources Ltd - HongKong
- Siam City Cement PLC, Thailand
- Wilmar Investment Holdings
- Uttam Galva Steels Limited - India
- Central Electricity Authority - India
- Cigading International Bulk Terminal - Indonesia
- Edison Trading Spa - Italy
- Electricity Generating Authority of Thailand
- Antam Resourcindo - Indonesia
- Eastern Coal Council - USA
- Chettinad Cement Corporation Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mintek Dendrill Indonesia
- Indian Energy Exchange, India
- Barasentosa Lestari - Indonesia
- The University of Queensland
- Jaiprakash Power Ventures ltd
- Interocean Group of Companies - India
- Tamil Nadu electricity Board
- Heidelberg Cement - Germany
- Energy Development Corp, Philippines
- PowerSource Philippines DevCo
- Kalimantan Lumbung Energi - Indonesia
- Formosa Plastics Group - Taiwan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Business Power Corporation, Philippines
- Marubeni Corporation - India
- Straits Asia Resources Limited - Singapore
- Toyota Tsusho Corporation, Japan
- McConnell Dowell - Australia
- CIMB Investment Bank - Malaysia
- New Zealand Coal & Carbon
- Ind-Barath Power Infra Limited - India
- Bhatia International Limited - India
- International Coal Ventures Pvt Ltd - India
- MS Steel International - UAE
- Vizag Seaport Private Limited - India
- Kepco SPC Power Corporation, Philippines
- Bangladesh Power Developement Board
- Rashtriya Ispat Nigam Limited - India
- Energy Link Ltd, New Zealand
- Dalmia Cement Bharat India
- London Commodity Brokers - England
- Ministry of Transport, Egypt
- Timah Investasi Mineral - Indoneisa
- Economic Council, Georgia
- Sindya Power Generating Company Private Ltd
- Renaissance Capital - South Africa
- Holcim Trading Pte Ltd - Singapore
- Star Paper Mills Limited - India
- Karaikal Port Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Sidhee Cement - India
- Bhoruka Overseas - Indonesia
- San Jose City I Power Corp, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Central Java Power - Indonesia
- Iligan Light & Power Inc, Philippines
- Electricity Authority, New Zealand
- Kartika Selabumi Mining - Indonesia
- Oldendorff Carriers - Singapore
- Georgia Ports Authority, United States
- Mjunction Services Limited - India
- Sical Logistics Limited - India
- Indian Oil Corporation Limited
- Altura Mining Limited, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Baramulti Group, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Agrawal Coal Company - India
- TeaM Sual Corporation - Philippines
- Anglo American - United Kingdom
- Kumho Petrochemical, South Korea
- Gujarat Mineral Development Corp Ltd - India
- Cement Manufacturers Association - India
- Coal and Oil Company - UAE
- Meenaskhi Energy Private Limited - India
- Tata Chemicals Ltd - India
- Metalloyd Limited - United Kingdom
- Gujarat Electricity Regulatory Commission - India
- Videocon Industries ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Ceylon Electricity Board - Sri Lanka
- PNOC Exploration Corporation - Philippines
- Parliament of New Zealand
- Semirara Mining and Power Corporation, Philippines
- Vedanta Resources Plc - India
- White Energy Company Limited
- Trasteel International SA, Italy
- Aditya Birla Group - India
- Alfred C Toepfer International GmbH - Germany
- CNBM International Corporation - China
- AsiaOL BioFuels Corp., Philippines
- Thai Mozambique Logistica
- ICICI Bank Limited - India
- Australian Commodity Traders Exchange
- Leighton Contractors Pty Ltd - Australia
- Posco Energy - South Korea
- ASAPP Information Group - India
- Minerals Council of Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Baiduri Energy - Indonesia
- Sojitz Corporation - Japan
- GMR Energy Limited - India
- Bayan Resources Tbk. - Indonesia
- European Bulk Services B.V. - Netherlands
- Intertek Mineral Services - Indonesia
- Madhucon Powers Ltd - India
- Binh Thuan Hamico - Vietnam
- Merrill Lynch Commodities Europe
- Billiton Holdings Pty Ltd - Australia
- Bharathi Cement Corporation - India
- Karbindo Abesyapradhi - Indoneisa
- Latin American Coal - Colombia
- Port Waratah Coal Services - Australia
- Sinarmas Energy and Mining - Indonesia
- Essar Steel Hazira Ltd - India
- Globalindo Alam Lestari - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Directorate Of Revenue Intelligence - India
- Pendopo Energi Batubara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- OPG Power Generation Pvt Ltd - India
- Eastern Energy - Thailand
- Rio Tinto Coal - Australia
- SMC Global Power, Philippines
- Attock Cement Pakistan Limited
- Riau Bara Harum - Indonesia
- Power Finance Corporation Ltd., India
- Indika Energy - Indonesia
- Wood Mackenzie - Singapore
- The Treasury - Australian Government
- Bukit Asam (Persero) Tbk - Indonesia
- Coastal Gujarat Power Limited - India
- Indogreen Group - Indonesia
- Siam City Cement - Thailand
- Salva Resources Pvt Ltd - India
- Xindia Steels Limited - India
- IEA Clean Coal Centre - UK
- Banpu Public Company Limited - Thailand
- Australian Coal Association
- Makarim & Taira - Indonesia
- Indo Tambangraya Megah - Indonesia
- Singapore Mercantile Exchange
- SMG Consultants - Indonesia
- Simpson Spence & Young - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Price Waterhouse Coopers - Russia
- Miang Besar Coal Terminal - Indonesia
- Commonwealth Bank - Australia
- GAC Shipping (India) Pvt Ltd
- Africa Commodities Group - South Africa
- Global Coal Blending Company Limited - Australia
- Samtan Co., Ltd - South Korea
- Standard Chartered Bank - UAE
- Kideco Jaya Agung - Indonesia
- Mercuria Energy - Indonesia
- Petron Corporation, Philippines
- Medco Energi Mining Internasional
- Coalindo Energy - Indonesia
- Ambuja Cements Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Goldman Sachs - Singapore
- GVK Power & Infra Limited - India
- Mercator Lines Limited - India
- Bukit Makmur.PT - Indonesia
- Sakthi Sugars Limited - India
- Kobexindo Tractors - Indoneisa
- Manunggal Multi Energi - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Krishnapatnam Port Company Ltd. - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Deloitte Consulting - India
- Malabar Cements Ltd - India
- Thiess Contractors Indonesia
- LBH Netherlands Bv - Netherlands
- SN Aboitiz Power Inc, Philippines
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