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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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Thursday, 23 December 21
INDONESIA’S 2022 COAL OUTPUT SEEN BETWEEN 637 MLN-664 MLN T- OFFICIAL - REUTERS
Indonesia’s 2022 coal output is estimated at between 637 million to 664 million tonnes based on production plans currently being finalised, s ...
Thursday, 23 December 21
VALE ANNOUNCES THE SALE OF ITS COAL ASSETS
Vale informs that, on this date, it has entered into a binding agreement with Vulcan to sell the Moatize coal mine and the Nacala Logistics Corrido ...
Thursday, 23 December 21
INDIA: CAPTIVE POWER PRODUCERS URGE GOVT TO ENSURE NORMAL COAL SUPPLIES - PTI
A captive power producers’ association has urged the government for 100 per cent normalisation of coal supply to captive power producers whil ...
Thursday, 23 December 21
MARKET INSIGHT - INTERMODAL
As an outstanding year for the dry bulk freight market comes to a close, so does a thriving year for the SnP market which can only be compared to 2 ...
Tuesday, 14 December 21
COAL LOCK-IN IN SOUTHEAST ASIA PRESENTS A CHALLENGE FOR THE ASIAN DEVELOPMENT BANK'S COAL RETIREMENT PLAN - IEEFA
In August, the Asian Development Bank (ADB) announced an ambitious plan to buy high emissions coal-fired power plants in Southeast Asia and retire ...
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- Bulk Trading Sa - Switzerland
- Electricity Generating Authority of Thailand
- International Coal Ventures Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Videocon Industries ltd - India
- Coal and Oil Company - UAE
- Manunggal Multi Energi - Indonesia
- Kideco Jaya Agung - Indonesia
- White Energy Company Limited
- Bayan Resources Tbk. - Indonesia
- Altura Mining Limited, Indonesia
- Planning Commission, India
- Wilmar Investment Holdings
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Romanian Commodities Exchange
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Baiduri Energy - Indonesia
- Petron Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- CNBM International Corporation - China
- VISA Power Limited - India
- Indogreen Group - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Mercuria Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Renaissance Capital - South Africa
- London Commodity Brokers - England
- IHS Mccloskey Coal Group - USA
- Deloitte Consulting - India
- Jindal Steel & Power Ltd - India
- Barasentosa Lestari - Indonesia
- Ministry of Transport, Egypt
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Sidhee Cement - India
- Oldendorff Carriers - Singapore
- Siam City Cement - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coalindo Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Power Finance Corporation Ltd., India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Salva Resources Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Star Paper Mills Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Alfred C Toepfer International GmbH - Germany
- TeaM Sual Corporation - Philippines
- Bangladesh Power Developement Board
- Port Waratah Coal Services - Australia
- PNOC Exploration Corporation - Philippines
- Binh Thuan Hamico - Vietnam
- Globalindo Alam Lestari - Indonesia
- Maheswari Brothers Coal Limited - India
- Wood Mackenzie - Singapore
- Global Business Power Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Indo Tambangraya Megah - Indonesia
- Ambuja Cements Ltd - India
- Savvy Resources Ltd - HongKong
- Tata Chemicals Ltd - India
- Bukit Makmur.PT - Indonesia
- Semirara Mining Corp, Philippines
- SN Aboitiz Power Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Mintek Dendrill Indonesia
- Thai Mozambique Logistica
- Kapuas Tunggal Persada - Indonesia
- Ministry of Mines - Canada
- Interocean Group of Companies - India
- Kobexindo Tractors - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Chamber of Mines of South Africa
- Commonwealth Bank - Australia
- Vedanta Resources Plc - India
- Ministry of Finance - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Baramulti Group, Indonesia
- Leighton Contractors Pty Ltd - Australia
- SMC Global Power, Philippines
- Straits Asia Resources Limited - Singapore
- Ind-Barath Power Infra Limited - India
- Xindia Steels Limited - India
- Agrawal Coal Company - India
- Intertek Mineral Services - Indonesia
- Metalloyd Limited - United Kingdom
- Sical Logistics Limited - India
- Edison Trading Spa - Italy
- Asmin Koalindo Tuhup - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Medco Energi Mining Internasional
- Iligan Light & Power Inc, Philippines
- Anglo American - United Kingdom
- SMG Consultants - Indonesia
- Jaiprakash Power Ventures ltd
- Vizag Seaport Private Limited - India
- Bhoruka Overseas - Indonesia
- Riau Bara Harum - Indonesia
- Essar Steel Hazira Ltd - India
- Energy Link Ltd, New Zealand
- Larsen & Toubro Limited - India
- Indian Energy Exchange, India
- GAC Shipping (India) Pvt Ltd
- GVK Power & Infra Limited - India
- Price Waterhouse Coopers - Russia
- Australian Commodity Traders Exchange
- Trasteel International SA, Italy
- Orica Mining Services - Indonesia
- Grasim Industreis Ltd - India
- Energy Development Corp, Philippines
- The State Trading Corporation of India Ltd
- Sindya Power Generating Company Private Ltd
- Parliament of New Zealand
- Simpson Spence & Young - Indonesia
- Singapore Mercantile Exchange
- Merrill Lynch Commodities Europe
- Coastal Gujarat Power Limited - India
- Kaltim Prima Coal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Sree Jayajothi Cements Limited - India
- India Bulls Power Limited - India
- Goldman Sachs - Singapore
- Antam Resourcindo - Indonesia
- Banpu Public Company Limited - Thailand
- Chettinad Cement Corporation Ltd - India
- LBH Netherlands Bv - Netherlands
- Africa Commodities Group - South Africa
- Gujarat Electricity Regulatory Commission - India
- Kepco SPC Power Corporation, Philippines
- Sojitz Corporation - Japan
- Standard Chartered Bank - UAE
- New Zealand Coal & Carbon
- San Jose City I Power Corp, Philippines
- Lanco Infratech Ltd - India
- Eastern Coal Council - USA
- Kartika Selabumi Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- The University of Queensland
- Global Green Power PLC Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Marubeni Corporation - India
- Indonesian Coal Mining Association
- European Bulk Services B.V. - Netherlands
- The Treasury - Australian Government
- Mercator Lines Limited - India
- Georgia Ports Authority, United States
- Indian Oil Corporation Limited
- PTC India Limited - India
- Makarim & Taira - Indonesia
- Indika Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- Ceylon Electricity Board - Sri Lanka
- Central Electricity Authority - India
- Heidelberg Cement - Germany
- Dalmia Cement Bharat India
- Attock Cement Pakistan Limited
- Malabar Cements Ltd - India
- Mjunction Services Limited - India
- Madhucon Powers Ltd - India
- PowerSource Philippines DevCo
- Therma Luzon, Inc, Philippines
- Formosa Plastics Group - Taiwan
- Directorate Of Revenue Intelligence - India
- PetroVietnam Power Coal Import and Supply Company
- Cement Manufacturers Association - India
- Independent Power Producers Association of India
- Sakthi Sugars Limited - India
- MS Steel International - UAE
- Orica Australia Pty. Ltd.
- Borneo Indobara - Indonesia
- Carbofer General Trading SA - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bhatia International Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Meralco Power Generation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Aditya Birla Group - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- ASAPP Information Group - India
- GMR Energy Limited - India
- IEA Clean Coal Centre - UK
- Bharathi Cement Corporation - India
- Central Java Power - Indonesia
- Eastern Energy - Thailand
- Latin American Coal - Colombia
- OPG Power Generation Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- ICICI Bank Limited - India
- Samtan Co., Ltd - South Korea
- McConnell Dowell - Australia
- Kumho Petrochemical, South Korea
- Posco Energy - South Korea
- Minerals Council of Australia
- Directorate General of MIneral and Coal - Indonesia
- Bhushan Steel Limited - India
- Toyota Tsusho Corporation, Japan
- Australian Coal Association
- CIMB Investment Bank - Malaysia
- Thiess Contractors Indonesia
- Uttam Galva Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Economic Council, Georgia
- AsiaOL BioFuels Corp., Philippines
- Rio Tinto Coal - Australia
- Timah Investasi Mineral - Indoneisa
- Tamil Nadu electricity Board
- Siam City Cement PLC, Thailand
- Gujarat Mineral Development Corp Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karaikal Port Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- GN Power Mariveles Coal Plant, Philippines
- Electricity Authority, New Zealand
- Parry Sugars Refinery, India
- Jorong Barutama Greston.PT - Indonesia
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