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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, 26 January 22
MARKET INSIGHT - INTERMODAL
While it is logical that most of the S&P reports of the first weeks of the year are linked to very limited activity as reflected in the weekly ...
Wednesday, 26 January 22
INDONESIA: DME PROJECT IS ECONOMICALLY VIABLE AS STUDY DEMONSTRATES
The government is encouraging downstream coal processing or increase in coal added value, for example by turning coal into Dimethyl Ether (DME) to ...
Wednesday, 26 January 22
COMMODITY PRICES COULD SOAR IF THE RUSSIA-UKRAINE CRISIS ESCALATES - ING
It appears that a number of commodity markets are starting to at least price in some geopolitical risk around the growing tension between Russia an ...
Wednesday, 26 January 22
INDONESIA'S COAL BAN SENDS PRICES SOARING, OTHER EXPORTERS FAIL TO STEP UP - REUTERS
Indonesia’s short-lived ban on exporting coal has sent ructions through the seaborne market for the fuel in Asia, with the fallout likely to ...
Friday, 21 January 22
CHINA'S POWER TRADING TARIFFS TO RISE IN 2022 - FITCH RATINGS
Rising trading volume and higher-than-benchmark tariffs in the 2022 bilateral contracts signed between Chinese power generation companies (gencos) ...
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Showing 366 to 370 news of total 6871 |
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- Karbindo Abesyapradhi - Indoneisa
- Mercator Lines Limited - India
- Sakthi Sugars Limited - India
- Pendopo Energi Batubara - Indonesia
- Riau Bara Harum - Indonesia
- LBH Netherlands Bv - Netherlands
- Indika Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Marubeni Corporation - India
- Singapore Mercantile Exchange
- Posco Energy - South Korea
- Eastern Energy - Thailand
- Bhatia International Limited - India
- ICICI Bank Limited - India
- Madhucon Powers Ltd - India
- White Energy Company Limited
- The Treasury - Australian Government
- Binh Thuan Hamico - Vietnam
- Alfred C Toepfer International GmbH - Germany
- IEA Clean Coal Centre - UK
- Manunggal Multi Energi - Indonesia
- European Bulk Services B.V. - Netherlands
- Neyveli Lignite Corporation Ltd, - India
- Australian Commodity Traders Exchange
- Port Waratah Coal Services - Australia
- Coal and Oil Company - UAE
- Sojitz Corporation - Japan
- Cement Manufacturers Association - India
- Mintek Dendrill Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Sindya Power Generating Company Private Ltd
- Barasentosa Lestari - Indonesia
- Heidelberg Cement - Germany
- Edison Trading Spa - Italy
- Aboitiz Power Corporation - Philippines
- Minerals Council of Australia
- GAC Shipping (India) Pvt Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Orica Mining Services - Indonesia
- CNBM International Corporation - China
- Videocon Industries ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Iligan Light & Power Inc, Philippines
- Ministry of Finance - Indonesia
- MS Steel International - UAE
- Orica Australia Pty. Ltd.
- Standard Chartered Bank - UAE
- Bhoruka Overseas - Indonesia
- Savvy Resources Ltd - HongKong
- Bahari Cakrawala Sebuku - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Kumho Petrochemical, South Korea
- Parry Sugars Refinery, India
- PetroVietnam Power Coal Import and Supply Company
- Global Business Power Corporation, Philippines
- Mercuria Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Sarangani Energy Corporation, Philippines
- Indonesian Coal Mining Association
- Sinarmas Energy and Mining - Indonesia
- Thiess Contractors Indonesia
- Electricity Authority, New Zealand
- Agrawal Coal Company - India
- Semirara Mining and Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- Jorong Barutama Greston.PT - Indonesia
- Antam Resourcindo - Indonesia
- Central Java Power - Indonesia
- Romanian Commodities Exchange
- Africa Commodities Group - South Africa
- Kartika Selabumi Mining - Indonesia
- Electricity Generating Authority of Thailand
- Gujarat Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Kepco SPC Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Wood Mackenzie - Singapore
- Globalindo Alam Lestari - Indonesia
- Jaiprakash Power Ventures ltd
- Holcim Trading Pte Ltd - Singapore
- Bukit Baiduri Energy - Indonesia
- Ministry of Transport, Egypt
- GMR Energy Limited - India
- Bayan Resources Tbk. - Indonesia
- Coalindo Energy - Indonesia
- Gujarat Sidhee Cement - India
- Attock Cement Pakistan Limited
- Coastal Gujarat Power Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Renaissance Capital - South Africa
- Deloitte Consulting - India
- India Bulls Power Limited - India
- San Jose City I Power Corp, Philippines
- Latin American Coal - Colombia
- Malabar Cements Ltd - India
- The State Trading Corporation of India Ltd
- Vijayanagar Sugar Pvt Ltd - India
- Xindia Steels Limited - India
- Metalloyd Limited - United Kingdom
- Larsen & Toubro Limited - India
- Chettinad Cement Corporation Ltd - India
- Lanco Infratech Ltd - India
- Ambuja Cements Ltd - India
- Energy Link Ltd, New Zealand
- Oldendorff Carriers - Singapore
- Jindal Steel & Power Ltd - India
- Indogreen Group - Indonesia
- New Zealand Coal & Carbon
- McConnell Dowell - Australia
- GVK Power & Infra Limited - India
- OPG Power Generation Pvt Ltd - India
- Goldman Sachs - Singapore
- Planning Commission, India
- Leighton Contractors Pty Ltd - Australia
- South Luzon Thermal Energy Corporation
- Tata Chemicals Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Formosa Plastics Group - Taiwan
- Essar Steel Hazira Ltd - India
- Uttam Galva Steels Limited - India
- Carbofer General Trading SA - India
- Medco Energi Mining Internasional
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Independent Power Producers Association of India
- Power Finance Corporation Ltd., India
- Pipit Mutiara Jaya. PT, Indonesia
- Salva Resources Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Thai Mozambique Logistica
- Altura Mining Limited, Indonesia
- Meenaskhi Energy Private Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Petron Corporation, Philippines
- Rio Tinto Coal - Australia
- Ceylon Electricity Board - Sri Lanka
- Georgia Ports Authority, United States
- The University of Queensland
- Borneo Indobara - Indonesia
- SMC Global Power, Philippines
- Star Paper Mills Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Siam City Cement PLC, Thailand
- Indo Tambangraya Megah - Indonesia
- Bharathi Cement Corporation - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sical Logistics Limited - India
- Eastern Coal Council - USA
- Global Green Power PLC Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- PTC India Limited - India
- Indian Oil Corporation Limited
- Semirara Mining Corp, Philippines
- Kaltim Prima Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Toyota Tsusho Corporation, Japan
- Bukit Asam (Persero) Tbk - Indonesia
- Commonwealth Bank - Australia
- Therma Luzon, Inc, Philippines
- Bukit Makmur.PT - Indonesia
- Central Electricity Authority - India
- Straits Asia Resources Limited - Singapore
- Australian Coal Association
- Banpu Public Company Limited - Thailand
- Anglo American - United Kingdom
- Parliament of New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Coal Blending Company Limited - Australia
- London Commodity Brokers - England
- Krishnapatnam Port Company Ltd. - India
- Kobexindo Tractors - Indoneisa
- PowerSource Philippines DevCo
- Rashtriya Ispat Nigam Limited - India
- Indian Energy Exchange, India
- Economic Council, Georgia
- Ind-Barath Power Infra Limited - India
- Kapuas Tunggal Persada - Indonesia
- International Coal Ventures Pvt Ltd - India
- SMG Consultants - Indonesia
- Aditya Birla Group - India
- Price Waterhouse Coopers - Russia
- Energy Development Corp, Philippines
- Sree Jayajothi Cements Limited - India
- Mjunction Services Limited - India
- Trasteel International SA, Italy
- Gujarat Mineral Development Corp Ltd - India
- Kideco Jaya Agung - Indonesia
- Siam City Cement - Thailand
- Bangladesh Power Developement Board
- IHS Mccloskey Coal Group - USA
- Chamber of Mines of South Africa
- Wilmar Investment Holdings
- Miang Besar Coal Terminal - Indonesia
- VISA Power Limited - India
- Baramulti Group, Indonesia
- Karaikal Port Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Vizag Seaport Private Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Tamil Nadu electricity Board
- Bhushan Steel Limited - India
- Grasim Industreis Ltd - India
- Meralco Power Generation, Philippines
- Ministry of Mines - Canada
- Cigading International Bulk Terminal - Indonesia
- Directorate Of Revenue Intelligence - India
- Makarim & Taira - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Dalmia Cement Bharat India
- Interocean Group of Companies - India
- ASAPP Information Group - India
- Bulk Trading Sa - Switzerland
- Vedanta Resources Plc - India
- Simpson Spence & Young - Indonesia
- CIMB Investment Bank - Malaysia
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