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, 20 January 22
CHINESE COAL JUMPS OVER 6% ON PRE-HOLIDAY SUPPLY WORRY - REUTERS
China’s thermal coal futures soared more than 6% on Wednesday, hitting a level last seen in late November as investors grew concerned over ti ...
Thursday, 20 January 22
VIETNAM: COAL SECTOR SEES POSITIVE PROSPECT IN 2022 - VNA
With many signs of rising demand for coal in various economic sectors in 2022, the Vietnam National Coal – Mineral Industries Group (Vinacomi ...
Wednesday, 19 January 22
MARKET INSIGHT - INTERMODAL
Since the beginning of the year, we have been witnessing the BDI correcting downwards with sizable drops across all segments. Latest similar levels ...
Sunday, 09 January 22
INDONESIA MINISTER SAYS 'EMERGENCY OVER' ON COAL SUPPLY CRUNCH - REUTERS
Indonesia’s power emergency which has triggered a coal export ban is over but the government will still continue to discuss policies in this ...
Wednesday, 05 January 22
CHINA COAL FUTURES SURGE ON SUPPLY WORRIES AMID INDONESIA EXPORT BAN - REUTERS
China’s thermal coal futures surged by as much as 7.8per cent to kick off 2022 on concerns of supply disruptions after Indonesia, its biggest ...
|
|
|
Showing 371 to 375 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Kohat Cement Company Ltd. - Pakistan
- Aditya Birla Group - India
- Salva Resources Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Meralco Power Generation, Philippines
- White Energy Company Limited
- Cement Manufacturers Association - India
- Miang Besar Coal Terminal - Indonesia
- Bulk Trading Sa - Switzerland
- Marubeni Corporation - India
- Indian Energy Exchange, India
- Bukit Asam (Persero) Tbk - Indonesia
- Posco Energy - South Korea
- Neyveli Lignite Corporation Ltd, - India
- Lanco Infratech Ltd - India
- Dalmia Cement Bharat India
- Jindal Steel & Power Ltd - India
- The State Trading Corporation of India Ltd
- Vijayanagar Sugar Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Formosa Plastics Group - Taiwan
- Altura Mining Limited, Indonesia
- Heidelberg Cement - Germany
- Manunggal Multi Energi - Indonesia
- Coal and Oil Company - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Jaiprakash Power Ventures ltd
- Parry Sugars Refinery, India
- SMG Consultants - Indonesia
- Barasentosa Lestari - Indonesia
- Singapore Mercantile Exchange
- Gujarat Electricity Regulatory Commission - India
- PetroVietnam Power Coal Import and Supply Company
- Romanian Commodities Exchange
- Price Waterhouse Coopers - Russia
- Ministry of Finance - Indonesia
- Parliament of New Zealand
- Petron Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Agrawal Coal Company - India
- LBH Netherlands Bv - Netherlands
- Medco Energi Mining Internasional
- Maheswari Brothers Coal Limited - India
- New Zealand Coal & Carbon
- Wood Mackenzie - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- McConnell Dowell - Australia
- Central Electricity Authority - India
- Orica Mining Services - Indonesia
- Thiess Contractors Indonesia
- Global Green Power PLC Corporation, Philippines
- Makarim & Taira - Indonesia
- GMR Energy Limited - India
- Goldman Sachs - Singapore
- Ministry of Mines - Canada
- Ceylon Electricity Board - Sri Lanka
- Therma Luzon, Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Toyota Tsusho Corporation, Japan
- Rio Tinto Coal - Australia
- Leighton Contractors Pty Ltd - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Minerals Council of Australia
- South Luzon Thermal Energy Corporation
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sindya Power Generating Company Private Ltd
- Semirara Mining and Power Corporation, Philippines
- Edison Trading Spa - Italy
- Orica Australia Pty. Ltd.
- Electricity Authority, New Zealand
- Vedanta Resources Plc - India
- Economic Council, Georgia
- Independent Power Producers Association of India
- Savvy Resources Ltd - HongKong
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Latin American Coal - Colombia
- TeaM Sual Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Xindia Steels Limited - India
- Bangladesh Power Developement Board
- Planning Commission, India
- Gujarat Mineral Development Corp Ltd - India
- Kepco SPC Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Thai Mozambique Logistica
- Metalloyd Limited - United Kingdom
- Riau Bara Harum - Indonesia
- SMC Global Power, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Grasim Industreis Ltd - India
- IEA Clean Coal Centre - UK
- ASAPP Information Group - India
- San Jose City I Power Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- GVK Power & Infra Limited - India
- Mercator Lines Limited - India
- Krishnapatnam Port Company Ltd. - India
- Australian Commodity Traders Exchange
- Star Paper Mills Limited - India
- Siam City Cement PLC, Thailand
- Standard Chartered Bank - UAE
- Rashtriya Ispat Nigam Limited - India
- Madhucon Powers Ltd - India
- Indonesian Coal Mining Association
- India Bulls Power Limited - India
- Banpu Public Company Limited - Thailand
- Jorong Barutama Greston.PT - Indonesia
- Coastal Gujarat Power Limited - India
- The Treasury - Australian Government
- Billiton Holdings Pty Ltd - Australia
- European Bulk Services B.V. - Netherlands
- OPG Power Generation Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Kideco Jaya Agung - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Business Power Corporation, Philippines
- Interocean Group of Companies - India
- Port Waratah Coal Services - Australia
- Chettinad Cement Corporation Ltd - India
- CIMB Investment Bank - Malaysia
- Renaissance Capital - South Africa
- Binh Thuan Hamico - Vietnam
- Directorate General of MIneral and Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Videocon Industries ltd - India
- Power Finance Corporation Ltd., India
- Malabar Cements Ltd - India
- Bhoruka Overseas - Indonesia
- Mintek Dendrill Indonesia
- Eastern Energy - Thailand
- Africa Commodities Group - South Africa
- AsiaOL BioFuels Corp., Philippines
- Maharashtra Electricity Regulatory Commission - India
- Coalindo Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Coal Blending Company Limited - Australia
- Bhushan Steel Limited - India
- Tamil Nadu electricity Board
- Mercuria Energy - Indonesia
- Indika Energy - Indonesia
- Carbofer General Trading SA - India
- Pendopo Energi Batubara - Indonesia
- Baramulti Group, Indonesia
- Georgia Ports Authority, United States
- Australian Coal Association
- MS Steel International - UAE
- Sinarmas Energy and Mining - Indonesia
- Electricity Generating Authority of Thailand
- Uttam Galva Steels Limited - India
- Meenaskhi Energy Private Limited - India
- International Coal Ventures Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Gujarat Sidhee Cement - India
- Oldendorff Carriers - Singapore
- Essar Steel Hazira Ltd - India
- Indian Oil Corporation Limited
- Sical Logistics Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Semirara Mining Corp, Philippines
- Tata Chemicals Ltd - India
- Mjunction Services Limited - India
- Sakthi Sugars Limited - India
- Karaikal Port Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Commonwealth Bank - Australia
- The University of Queensland
- Bhatia International Limited - India
- Bukit Baiduri Energy - Indonesia
- Central Java Power - Indonesia
- Chamber of Mines of South Africa
- Indo Tambangraya Megah - Indonesia
- Attock Cement Pakistan Limited
- Bharathi Cement Corporation - India
- Ministry of Transport, Egypt
- Antam Resourcindo - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Iligan Light & Power Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Wilmar Investment Holdings
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Larsen & Toubro Limited - India
- Timah Investasi Mineral - Indoneisa
- Directorate Of Revenue Intelligence - India
- London Commodity Brokers - England
- Simpson Spence & Young - Indonesia
- Anglo American - United Kingdom
- CNBM International Corporation - China
- ICICI Bank Limited - India
- Straits Asia Resources Limited - Singapore
- Trasteel International SA, Italy
- PowerSource Philippines DevCo
- Sree Jayajothi Cements Limited - India
- PNOC Exploration Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- Eastern Coal Council - USA
- VISA Power Limited - India
- Ambuja Cements Ltd - India
- SN Aboitiz Power Inc, Philippines
- Indogreen Group - Indonesia
- Sarangani Energy Corporation, Philippines
- Kumho Petrochemical, South Korea
- Vizag Seaport Private Limited - India
- GAC Shipping (India) Pvt Ltd
- Aboitiz Power Corporation - Philippines
- Kaltim Prima Coal - Indonesia
- Sojitz Corporation - Japan
- Energy Development Corp, Philippines
- Bukit Makmur.PT - Indonesia
- Deloitte Consulting - India
- Energy Link Ltd, New Zealand
- Ind-Barath Power Infra Limited - India
- Siam City Cement - Thailand
- PTC India Limited - India
- Borneo Indobara - Indonesia
|
| |
| |
|
