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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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Saturday, 11 December 21
BUNKER BUYERS LOSE UP TO $5/MT FOR NOT COVERING ENOUGH SUPPLIERS - INTEGR8 FUELS
With the Brent price recently touching the $80 mark and before the Omicron variant concerns pushed it lower, bunker prices reached levels not seen ...
Tuesday, 07 December 21
SUPERCYCLE DEMAND: ARE WE THERE YET? - WOOD MACKENZIE
Taking young children on a long journey is fraught with challenges, not least the inevitable question a few minutes after leaving: are we there yet ...
Tuesday, 07 December 21
COAL WOULD REMAIN ENERGY LEADER FOR AT LEAST 15 YEARS - LIVEMINT
Coal India Ltd (CIL) has been in the eye of the storm after fuel stocks at coal-fuelled power plants depleted in October. Fuel stocks since are bei ...
Tuesday, 07 December 21
GLOBAL SHIPPING OUTLOOK TURNS STABLE FROM POSITIVE ON THE BACK OF PEAKING EARNINGS DURING 2021 - MOODY'S
The outlook for the global shipping industry is changed to stable from positive for the next 12 to 18 months due to demand slightly outstripping su ...
Tuesday, 07 December 21
COAL FIRMS SEE SHARE PRICES SURGE MONDAY, AFTER GOVERNMENT READJUSTS CONTRACT PRICES - GLOBAL TIMES
Share prices of China’s coal enterprises jumped on Monday on the A-share market following a nationwide adjustment to annual thermal coal pric ...
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- Electricity Generating Authority of Thailand
- Coal and Oil Company - UAE
- Alfred C Toepfer International GmbH - Germany
- Rio Tinto Coal - Australia
- Makarim & Taira - Indonesia
- SMG Consultants - Indonesia
- Interocean Group of Companies - India
- The State Trading Corporation of India Ltd
- Wilmar Investment Holdings
- Romanian Commodities Exchange
- Jindal Steel & Power Ltd - India
- Malabar Cements Ltd - India
- Mercator Lines Limited - India
- Australian Coal Association
- Formosa Plastics Group - Taiwan
- Indonesian Coal Mining Association
- Oldendorff Carriers - Singapore
- Meralco Power Generation, Philippines
- Indo Tambangraya Megah - Indonesia
- IHS Mccloskey Coal Group - USA
- Madhucon Powers Ltd - India
- MS Steel International - UAE
- Cement Manufacturers Association - India
- Vedanta Resources Plc - India
- GMR Energy Limited - India
- Heidelberg Cement - Germany
- Latin American Coal - Colombia
- Agrawal Coal Company - India
- OPG Power Generation Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Uttam Galva Steels Limited - India
- Chamber of Mines of South Africa
- Videocon Industries ltd - India
- Petron Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Indogreen Group - Indonesia
- Coastal Gujarat Power Limited - India
- Global Coal Blending Company Limited - Australia
- Kartika Selabumi Mining - Indonesia
- PNOC Exploration Corporation - Philippines
- Coalindo Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Parliament of New Zealand
- Bukit Makmur.PT - Indonesia
- Therma Luzon, Inc, Philippines
- Eastern Energy - Thailand
- Bulk Trading Sa - Switzerland
- International Coal Ventures Pvt Ltd - India
- Eastern Coal Council - USA
- Toyota Tsusho Corporation, Japan
- Petrochimia International Co. Ltd.- Taiwan
- Bangladesh Power Developement Board
- Power Finance Corporation Ltd., India
- Riau Bara Harum - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Energy Link Ltd, New Zealand
- Price Waterhouse Coopers - Russia
- San Jose City I Power Corp, Philippines
- Economic Council, Georgia
- Star Paper Mills Limited - India
- Jaiprakash Power Ventures ltd
- Trasteel International SA, Italy
- London Commodity Brokers - England
- Xindia Steels Limited - India
- IEA Clean Coal Centre - UK
- Global Business Power Corporation, Philippines
- Thiess Contractors Indonesia
- CIMB Investment Bank - Malaysia
- Kapuas Tunggal Persada - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Edison Trading Spa - Italy
- Siam City Cement - Thailand
- Standard Chartered Bank - UAE
- Gujarat Sidhee Cement - India
- Sarangani Energy Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- New Zealand Coal & Carbon
- Dalmia Cement Bharat India
- Orica Australia Pty. Ltd.
- Pendopo Energi Batubara - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Mjunction Services Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GAC Shipping (India) Pvt Ltd
- Essar Steel Hazira Ltd - India
- VISA Power Limited - India
- Renaissance Capital - South Africa
- AsiaOL BioFuels Corp., Philippines
- Georgia Ports Authority, United States
- Straits Asia Resources Limited - Singapore
- Sakthi Sugars Limited - India
- Wood Mackenzie - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Grasim Industreis Ltd - India
- Bhoruka Overseas - Indonesia
- SMC Global Power, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bayan Resources Tbk. - Indonesia
- Singapore Mercantile Exchange
- Sojitz Corporation - Japan
- Billiton Holdings Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- TNB Fuel Sdn Bhd - Malaysia
- Samtan Co., Ltd - South Korea
- ASAPP Information Group - India
- Indika Energy - Indonesia
- Commonwealth Bank - Australia
- Kideco Jaya Agung - Indonesia
- LBH Netherlands Bv - Netherlands
- Parry Sugars Refinery, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Anglo American - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- CNBM International Corporation - China
- South Luzon Thermal Energy Corporation
- Kohat Cement Company Ltd. - Pakistan
- Port Waratah Coal Services - Australia
- Deloitte Consulting - India
- Simpson Spence & Young - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Africa Commodities Group - South Africa
- Sindya Power Generating Company Private Ltd
- SN Aboitiz Power Inc, Philippines
- ICICI Bank Limited - India
- Globalindo Alam Lestari - Indonesia
- Bhatia International Limited - India
- Bhushan Steel Limited - India
- Attock Cement Pakistan Limited
- Vizag Seaport Private Limited - India
- GVK Power & Infra Limited - India
- Mercuria Energy - Indonesia
- Larsen & Toubro Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- The Treasury - Australian Government
- India Bulls Power Limited - India
- Central Electricity Authority - India
- Tamil Nadu electricity Board
- Thai Mozambique Logistica
- Planning Commission, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kaltim Prima Coal - Indonesia
- Chettinad Cement Corporation Ltd - India
- TeaM Sual Corporation - Philippines
- Carbofer General Trading SA - India
- Central Java Power - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Antam Resourcindo - Indonesia
- Ministry of Finance - Indonesia
- Meenaskhi Energy Private Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mintek Dendrill Indonesia
- Posco Energy - South Korea
- Metalloyd Limited - United Kingdom
- Binh Thuan Hamico - Vietnam
- Siam City Cement PLC, Thailand
- Karaikal Port Pvt Ltd - India
- The University of Queensland
- Kumho Petrochemical, South Korea
- Marubeni Corporation - India
- Krishnapatnam Port Company Ltd. - India
- Rashtriya Ispat Nigam Limited - India
- PTC India Limited - India
- Tata Chemicals Ltd - India
- Savvy Resources Ltd - HongKong
- Minerals Council of Australia
- Leighton Contractors Pty Ltd - Australia
- European Bulk Services B.V. - Netherlands
- Independent Power Producers Association of India
- Ind-Barath Power Infra Limited - India
- Intertek Mineral Services - Indonesia
- Goldman Sachs - Singapore
- Kobexindo Tractors - Indoneisa
- Australian Commodity Traders Exchange
- PowerSource Philippines DevCo
- Bharathi Cement Corporation - India
- Indian Oil Corporation Limited
- McConnell Dowell - Australia
- Directorate General of MIneral and Coal - Indonesia
- Lanco Infratech Ltd - India
- Semirara Mining Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Altura Mining Limited, Indonesia
- Baramulti Group, Indonesia
- Merrill Lynch Commodities Europe
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Ceylon Electricity Board - Sri Lanka
- Salva Resources Pvt Ltd - India
- Orica Mining Services - Indonesia
- Ministry of Transport, Egypt
- Sinarmas Energy and Mining - Indonesia
- Medco Energi Mining Internasional
- Aditya Birla Group - India
- Manunggal Multi Energi - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Sical Logistics Limited - India
- Ambuja Cements Ltd - India
- Banpu Public Company Limited - Thailand
- Energy Development Corp, Philippines
- Ministry of Mines - Canada
- Directorate Of Revenue Intelligence - India
- Gujarat Mineral Development Corp Ltd - India
- Kepco SPC Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Kalimantan Lumbung Energi - Indonesia
- Aboitiz Power Corporation - Philippines
- Borneo Indobara - Indonesia
- Electricity Authority, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Sree Jayajothi Cements Limited - India
- White Energy Company Limited
- Maharashtra Electricity Regulatory Commission - India
- Indian Energy Exchange, India
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