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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, 31 January 24
CHINA'S INNER MONGOLIA COAL OUTPUT HIT 1.21B TONS IN 2023 - XINHUA
North China’s Inner Mongolia autonomous region churned out 1.21 billion tons of coal in 2023 as it strives to guarantee the country’s e ...
Wednesday, 31 January 24
GAS EXPORTS COST U.S. CONSUMERS MORE THAN $100 BILLION OVER 16-MONTH PERIOD - IEEFA
Limited Demand Growth Could Dampen the Dry Bulk Market in the Coming Months BIMCOStarting in late 2021—before its invasion of Ukraine—R ...
Tuesday, 30 January 24
LIMITED DEMAND GROWTH COULD DAMPEN THE DRY BULK MARKET IN THE COMING MONTHS - BIMCO
Demand
In our base scenario, we expect cargo demand to grow by 0-1% in 2024 and 0.5-1.5% in 2025. This is a 0.5 percentage point reduction for ...
Friday, 26 January 24
RED SEA DIVERSIONS ADD NEARLY A MILLION DOLLARS PER VOYAGE TO SHIPPING COSTS WHILE DOUBLING TRANSIT TIME - LSEG
The incremental costs of diverting a tanker from Asia to NW Europe via the Cape of Good Hope is accounting for an extra $932,905 USD per voyage whi ...
Friday, 26 January 24
HARD COAL GUARDIAN ANGEL OF THE ENERGY SUPPLY - GERMANY COAL IMPORTERS ASSOCIATION
- No security of supply without hard coal
- The Substitute Power Plant Provision Act (EKBG) must be extended
- Higher grid fees due to the ...
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- Price Waterhouse Coopers - Russia
- GN Power Mariveles Coal Plant, Philippines
- Barasentosa Lestari - Indonesia
- Directorate Of Revenue Intelligence - India
- Antam Resourcindo - Indonesia
- Coalindo Energy - Indonesia
- Semirara Mining Corp, Philippines
- ICICI Bank Limited - India
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- PTC India Limited - India
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- Planning Commission, India
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- Ministry of Finance - Indonesia
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- Bhoruka Overseas - Indonesia
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- Sical Logistics Limited - India
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- IEA Clean Coal Centre - UK
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- Billiton Holdings Pty Ltd - Australia
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- Dr Ramakrishna Prasad Power Pvt Ltd - India
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- Siam City Cement PLC, Thailand
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- Trasteel International SA, Italy
- Global Coal Blending Company Limited - Australia
- Meenaskhi Energy Private Limited - India
- Ministry of Mines - Canada
- Sojitz Corporation - Japan
- Krishnapatnam Port Company Ltd. - India
- MS Steel International - UAE
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- Wood Mackenzie - Singapore
- Georgia Ports Authority, United States
- Asia Pacific Energy Resources Ventures Inc, Philippines
- VISA Power Limited - India
- Malabar Cements Ltd - India
- Formosa Plastics Group - Taiwan
- Globalindo Alam Lestari - Indonesia
- Singapore Mercantile Exchange
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- Makarim & Taira - Indonesia
- Latin American Coal - Colombia
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- Neyveli Lignite Corporation Ltd, - India
- Indo Tambangraya Megah - Indonesia
- Savvy Resources Ltd - HongKong
- Bhatia International Limited - India
- Madhucon Powers Ltd - India
- Manunggal Multi Energi - Indonesia
- Bulk Trading Sa - Switzerland
- Posco Energy - South Korea
- IHS Mccloskey Coal Group - USA
- Metalloyd Limited - United Kingdom
- San Jose City I Power Corp, Philippines
- Bukit Makmur.PT - Indonesia
- Therma Luzon, Inc, Philippines
- Energy Link Ltd, New Zealand
- Vizag Seaport Private Limited - India
- Maheswari Brothers Coal Limited - India
- Mjunction Services Limited - India
- Ambuja Cements Ltd - India
- London Commodity Brokers - England
- Heidelberg Cement - Germany
- Directorate General of MIneral and Coal - Indonesia
- CNBM International Corporation - China
- Sinarmas Energy and Mining - Indonesia
- Cement Manufacturers Association - India
- Australian Coal Association
- McConnell Dowell - Australia
- Electricity Generating Authority of Thailand
- Toyota Tsusho Corporation, Japan
- Asmin Koalindo Tuhup - Indonesia
- Medco Energi Mining Internasional
- Kumho Petrochemical, South Korea
- Central Java Power - Indonesia
- Larsen & Toubro Limited - India
- Alfred C Toepfer International GmbH - Germany
- ASAPP Information Group - India
- SN Aboitiz Power Inc, Philippines
- Bharathi Cement Corporation - India
- Leighton Contractors Pty Ltd - Australia
- Uttam Galva Steels Limited - India
- PNOC Exploration Corporation - Philippines
- Anglo American - United Kingdom
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- Indian Energy Exchange, India
- Straits Asia Resources Limited - Singapore
- South Luzon Thermal Energy Corporation
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- Kohat Cement Company Ltd. - Pakistan
- Ind-Barath Power Infra Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bayan Resources Tbk. - Indonesia
- Oldendorff Carriers - Singapore
- Bhushan Steel Limited - India
- Agrawal Coal Company - India
- Vedanta Resources Plc - India
- Petrochimia International Co. Ltd.- Taiwan
- India Bulls Power Limited - India
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- Romanian Commodities Exchange
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- Mercator Lines Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- European Bulk Services B.V. - Netherlands
- Global Green Power PLC Corporation, Philippines
- Wilmar Investment Holdings
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- International Coal Ventures Pvt Ltd - India
- Indian Oil Corporation Limited
- Parry Sugars Refinery, India
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- Port Waratah Coal Services - Australia
- Ministry of Transport, Egypt
- OPG Power Generation Pvt Ltd - India
- Bangladesh Power Developement Board
- Lanco Infratech Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- CIMB Investment Bank - Malaysia
- Thai Mozambique Logistica
- Kobexindo Tractors - Indoneisa
- Aditya Birla Group - India
- Eastern Energy - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Cigading International Bulk Terminal - Indonesia
- Indogreen Group - Indonesia
- Meralco Power Generation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Kepco SPC Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Orica Australia Pty. Ltd.
- Merrill Lynch Commodities Europe
- Attock Cement Pakistan Limited
- Marubeni Corporation - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Rashtriya Ispat Nigam Limited - India
- Central Electricity Authority - India
- Economic Council, Georgia
- GAC Shipping (India) Pvt Ltd
- Iligan Light & Power Inc, Philippines
- Borneo Indobara - Indonesia
- AsiaOL BioFuels Corp., Philippines
- GVK Power & Infra Limited - India
- Tamil Nadu electricity Board
- Edison Trading Spa - Italy
- Binh Thuan Hamico - Vietnam
- Kaltim Prima Coal - Indonesia
- PowerSource Philippines DevCo
- Power Finance Corporation Ltd., India
- Siam City Cement - Thailand
- Electricity Authority, New Zealand
- Goldman Sachs - Singapore
- Essar Steel Hazira Ltd - India
- Renaissance Capital - South Africa
- Banpu Public Company Limited - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Thiess Contractors Indonesia
- Minerals Council of Australia
- Carbofer General Trading SA - India
- Kapuas Tunggal Persada - Indonesia
- Tata Chemicals Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- White Energy Company Limited
- Samtan Co., Ltd - South Korea
- GMR Energy Limited - India
- Karaikal Port Pvt Ltd - India
- SMC Global Power, Philippines
- Timah Investasi Mineral - Indoneisa
- Global Business Power Corporation, Philippines
- Parliament of New Zealand
- Eastern Coal Council - USA
- Orica Mining Services - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Ceylon Electricity Board - Sri Lanka
- LBH Netherlands Bv - Netherlands
- Intertek Mineral Services - Indonesia
- Mercuria Energy - Indonesia
- Chamber of Mines of South Africa
- Coal and Oil Company - UAE
- TNB Fuel Sdn Bhd - Malaysia
- Sarangani Energy Corporation, Philippines
- The University of Queensland
- Indonesian Coal Mining Association
- Kideco Jaya Agung - Indonesia
- Jaiprakash Power Ventures ltd
- Altura Mining Limited, Indonesia
- Commonwealth Bank - Australia
- Chettinad Cement Corporation Ltd - India
- Star Paper Mills Limited - India
- Miang Besar Coal Terminal - Indonesia
- Simpson Spence & Young - Indonesia
- New Zealand Coal & Carbon
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