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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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Monday, 06 December 21
CHINA SETS 2022 ANNUAL THERMAL COAL PRICES AT 700 YUAN/T - MEDIA: REUTERS
China’s top economic planner has proposed to set annual thermal coal prices for 2022 at between 550 yuan and 850 yuan ($86-$133) per tonne, a ...
Thursday, 02 December 21
BUMI RECORDED US$ 666.18 MILLION AS REVENUE IN THE 3RD QUARTER, UP 13.31% YOY
PT Bumi Resources Tbk and its subsidiaries have recorded a surge in revenue in the third quarter of 2021. BUMI has recorded US$ 666.18 million as r ...
Thursday, 02 December 21
CHINA'S COAL CRUNCH IS OVER, BUT PRICES ARE STILL TOO HIGH - REUTERS
China’s coal crisis has largely been resolved with gains in both production and stockpiles sufficient to ensure power supplies over winter.
...
Wednesday, 01 December 21
2022 OUTLOOK: INDONESIAN COAL MINING - FITCH RATINGS
Fitch Ratings has a neutral outlook on the Indonesian coal sector for 2022.
Earnings generation should slow down as selling pr ...
Wednesday, 01 December 21
SUPPLY OF COAL TO POWER PLANTS IN NOV MORE THAN CONSUMPTION: JOSHI - PTI
The supply of coal to power plants in November is more than the consumption, resulting in rise in stock of dry fuel at power plants, and this trend ...
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- Kumho Petrochemical, South Korea
- SN Aboitiz Power Inc, Philippines
- SMG Consultants - Indonesia
- Bhoruka Overseas - Indonesia
- London Commodity Brokers - England
- Mintek Dendrill Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Petron Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Medco Energi Mining Internasional
- Kalimantan Lumbung Energi - Indonesia
- Oldendorff Carriers - Singapore
- Essar Steel Hazira Ltd - India
- Indika Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Kohat Cement Company Ltd. - Pakistan
- Xindia Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Thai Mozambique Logistica
- VISA Power Limited - India
- Standard Chartered Bank - UAE
- Africa Commodities Group - South Africa
- Ind-Barath Power Infra Limited - India
- Mjunction Services Limited - India
- Economic Council, Georgia
- Rio Tinto Coal - Australia
- Borneo Indobara - Indonesia
- Eastern Energy - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Tata Chemicals Ltd - India
- Central Electricity Authority - India
- Binh Thuan Hamico - Vietnam
- Orica Mining Services - Indonesia
- Latin American Coal - Colombia
- Indo Tambangraya Megah - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Goldman Sachs - Singapore
- Independent Power Producers Association of India
- Manunggal Multi Energi - Indonesia
- Altura Mining Limited, Indonesia
- OPG Power Generation Pvt Ltd - India
- The University of Queensland
- Coal and Oil Company - UAE
- MS Steel International - UAE
- Krishnapatnam Port Company Ltd. - India
- Siam City Cement PLC, Thailand
- Parry Sugars Refinery, India
- Kapuas Tunggal Persada - Indonesia
- Siam City Cement - Thailand
- Port Waratah Coal Services - Australia
- IHS Mccloskey Coal Group - USA
- Bayan Resources Tbk. - Indonesia
- Chamber of Mines of South Africa
- San Jose City I Power Corp, Philippines
- Bulk Trading Sa - Switzerland
- Ministry of Finance - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Sarangani Energy Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Sojitz Corporation - Japan
- Lanco Infratech Ltd - India
- Pendopo Energi Batubara - Indonesia
- Kartika Selabumi Mining - Indonesia
- Eastern Coal Council - USA
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Commonwealth Bank - Australia
- Posco Energy - South Korea
- Merrill Lynch Commodities Europe
- Sinarmas Energy and Mining - Indonesia
- Karaikal Port Pvt Ltd - India
- Georgia Ports Authority, United States
- Coastal Gujarat Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- GVK Power & Infra Limited - India
- Baramulti Group, Indonesia
- Kepco SPC Power Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Bhushan Steel Limited - India
- Dalmia Cement Bharat India
- AsiaOL BioFuels Corp., Philippines
- Energy Development Corp, Philippines
- Straits Asia Resources Limited - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Minerals Council of Australia
- Sree Jayajothi Cements Limited - India
- Cement Manufacturers Association - India
- White Energy Company Limited
- Mercuria Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Ambuja Cements Ltd - India
- Semirara Mining and Power Corporation, Philippines
- SMC Global Power, Philippines
- Riau Bara Harum - Indonesia
- Indogreen Group - Indonesia
- The State Trading Corporation of India Ltd
- Bukit Makmur.PT - Indonesia
- Salva Resources Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Carbofer General Trading SA - India
- South Luzon Thermal Energy Corporation
- Marubeni Corporation - India
- Cigading International Bulk Terminal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Jindal Steel & Power Ltd - India
- Iligan Light & Power Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Wilmar Investment Holdings
- Kideco Jaya Agung - Indonesia
- TeaM Sual Corporation - Philippines
- Power Finance Corporation Ltd., India
- European Bulk Services B.V. - Netherlands
- Electricity Generating Authority of Thailand
- Larsen & Toubro Limited - India
- Makarim & Taira - Indonesia
- Bukit Baiduri Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- New Zealand Coal & Carbon
- Videocon Industries ltd - India
- GAC Shipping (India) Pvt Ltd
- Malabar Cements Ltd - India
- Sindya Power Generating Company Private Ltd
- Antam Resourcindo - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Savvy Resources Ltd - HongKong
- Bangladesh Power Developement Board
- Aditya Birla Group - India
- Heidelberg Cement - Germany
- Coalindo Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- CIMB Investment Bank - Malaysia
- Bhatia International Limited - India
- Thiess Contractors Indonesia
- Orica Australia Pty. Ltd.
- Metalloyd Limited - United Kingdom
- Attock Cement Pakistan Limited
- Bharathi Cement Corporation - India
- IEA Clean Coal Centre - UK
- Intertek Mineral Services - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Directorate Of Revenue Intelligence - India
- Timah Investasi Mineral - Indoneisa
- Maheswari Brothers Coal Limited - India
- Meenaskhi Energy Private Limited - India
- PNOC Exploration Corporation - Philippines
- Semirara Mining Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Sakthi Sugars Limited - India
- Leighton Contractors Pty Ltd - Australia
- Star Paper Mills Limited - India
- CNBM International Corporation - China
- Agrawal Coal Company - India
- Indian Oil Corporation Limited
- Parliament of New Zealand
- Indian Energy Exchange, India
- Ceylon Electricity Board - Sri Lanka
- Indonesian Coal Mining Association
- Therma Luzon, Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Jaiprakash Power Ventures ltd
- Singapore Mercantile Exchange
- Petrochimia International Co. Ltd.- Taiwan
- Vizag Seaport Private Limited - India
- Central Java Power - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Trasteel International SA, Italy
- PTC India Limited - India
- Holcim Trading Pte Ltd - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- PowerSource Philippines DevCo
- Interocean Group of Companies - India
- LBH Netherlands Bv - Netherlands
- ICICI Bank Limited - India
- Gujarat Sidhee Cement - India
- Australian Coal Association
- Edison Trading Spa - Italy
- GN Power Mariveles Coal Plant, Philippines
- Vedanta Resources Plc - India
- Meralco Power Generation, Philippines
- Grasim Industreis Ltd - India
- GMR Energy Limited - India
- Kaltim Prima Coal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Price Waterhouse Coopers - Russia
- Energy Link Ltd, New Zealand
- Romanian Commodities Exchange
- India Bulls Power Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Alfred C Toepfer International GmbH - Germany
- PetroVietnam Power Coal Import and Supply Company
- Global Business Power Corporation, Philippines
- Mercator Lines Limited - India
- Sical Logistics Limited - India
- Electricity Authority, New Zealand
- Planning Commission, India
- Ministry of Mines - Canada
- McConnell Dowell - Australia
- Uttam Galva Steels Limited - India
- The Treasury - Australian Government
- Offshore Bulk Terminal Pte Ltd, Singapore
- ASAPP Information Group - India
- Simpson Spence & Young - Indonesia
- Wood Mackenzie - Singapore
- Ministry of Transport, Egypt
- Australian Commodity Traders Exchange
- Deloitte Consulting - India
- Global Coal Blending Company Limited - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Renaissance Capital - South Africa
- Banpu Public Company Limited - Thailand
- Samtan Co., Ltd - South Korea
- Madhucon Powers Ltd - India
- Anglo American - United Kingdom
- Tamil Nadu electricity Board
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