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.
|
|
Monday, 08 January 24
KOSPO TO BUY 80000 MT OF INDONESIAN LOW CALORIFIC VALUE COAL FOR FEB 2024
Korea Southern Power Co., Ltd. (KOSPO), is inviting bids for the supply of Indonesian Low Calorific Value Coal from qualified suppliers for Korean ...
Monday, 08 January 24
SEABORNE TRADE REACHES 12.4BN TONNES - CLARKSONS
China will establish a back-up coal production system by 2027 to stabilise prices and secure coal supply, the state planner said on Wednesday, even ...
Monday, 08 January 24
CAPESIZES START THE NEW YEAR ON POSITIVE NOTE - BALTIC EXCHANGE
Capesize
This week the capsize market has been marked by a mix of activities and challenges. Despite a slow start following the Christmas and N ...
Friday, 05 January 24
MORGAN STANLEY SEES LOWER OIL PRICES IN 2024 ON OVERSUPPLY CONCERNS - REUTERS
Morgan Stanley sees Brent crude prices anchored near $80 per barrel in the first half in 2024 before declining towards the end of the year as it ex ...
Friday, 05 January 24
INDIA'S COAL OUTPUT RISES NEARLY 11 PC IN DEC TO 92.87 MT - PTI
India’s coal production increased by 10.75 per cent to 92.87 million tonne in December 2023 as compared to the year-ago period, an official s ...
|
|
|
Showing 56 to 60 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- GVK Power & Infra Limited - India
- Manunggal Multi Energi - Indonesia
- Gujarat Sidhee Cement - India
- Merrill Lynch Commodities Europe
- Singapore Mercantile Exchange
- Malabar Cements Ltd - India
- SMC Global Power, Philippines
- Banpu Public Company Limited - Thailand
- Indo Tambangraya Megah - Indonesia
- The University of Queensland
- Kideco Jaya Agung - Indonesia
- Bhatia International Limited - India
- Central Java Power - Indonesia
- ICICI Bank Limited - India
- Bukit Makmur.PT - Indonesia
- Attock Cement Pakistan Limited
- Eastern Energy - Thailand
- PTC India Limited - India
- Formosa Plastics Group - Taiwan
- Borneo Indobara - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Port Waratah Coal Services - Australia
- Minerals Council of Australia
- Africa Commodities Group - South Africa
- Coal and Oil Company - UAE
- Asmin Koalindo Tuhup - Indonesia
- IEA Clean Coal Centre - UK
- Iligan Light & Power Inc, Philippines
- Kumho Petrochemical, South Korea
- Energy Development Corp, Philippines
- Heidelberg Cement - Germany
- Jindal Steel & Power Ltd - India
- Vizag Seaport Private Limited - India
- Carbofer General Trading SA - India
- Sojitz Corporation - Japan
- TNB Fuel Sdn Bhd - Malaysia
- Indian Energy Exchange, India
- Edison Trading Spa - Italy
- Jaiprakash Power Ventures ltd
- Semirara Mining Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Australian Coal Association
- Mjunction Services Limited - India
- Sakthi Sugars Limited - India
- Orica Mining Services - Indonesia
- Latin American Coal - Colombia
- Mercuria Energy - Indonesia
- Bhushan Steel Limited - India
- ASAPP Information Group - India
- Kepco SPC Power Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Timah Investasi Mineral - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Coalindo Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Central Electricity Authority - India
- Thai Mozambique Logistica
- Madhucon Powers Ltd - India
- Cement Manufacturers Association - India
- SMG Consultants - Indonesia
- Globalindo Alam Lestari - Indonesia
- Xindia Steels Limited - India
- Cigading International Bulk Terminal - Indonesia
- Ministry of Finance - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Petron Corporation, Philippines
- Ministry of Transport, Egypt
- Karbindo Abesyapradhi - Indoneisa
- Wood Mackenzie - Singapore
- Makarim & Taira - Indonesia
- CIMB Investment Bank - Malaysia
- Metalloyd Limited - United Kingdom
- Trasteel International SA, Italy
- Tata Chemicals Ltd - India
- Medco Energi Mining Internasional
- Chamber of Mines of South Africa
- Pendopo Energi Batubara - Indonesia
- LBH Netherlands Bv - Netherlands
- Neyveli Lignite Corporation Ltd, - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indika Energy - Indonesia
- Global Business Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Planning Commission, India
- Commonwealth Bank - Australia
- International Coal Ventures Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Videocon Industries ltd - India
- IHS Mccloskey Coal Group - USA
- Alfred C Toepfer International GmbH - Germany
- Directorate General of MIneral and Coal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Goldman Sachs - Singapore
- Ind-Barath Power Infra Limited - India
- Indian Oil Corporation Limited
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Renaissance Capital - South Africa
- Sarangani Energy Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Kobexindo Tractors - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- VISA Power Limited - India
- Bhoruka Overseas - Indonesia
- Kartika Selabumi Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- Power Finance Corporation Ltd., India
- Meenaskhi Energy Private Limited - India
- Baramulti Group, Indonesia
- Intertek Mineral Services - Indonesia
- Lanco Infratech Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- The State Trading Corporation of India Ltd
- GMR Energy Limited - India
- Star Paper Mills Limited - India
- Parry Sugars Refinery, India
- Aditya Birla Group - India
- Bayan Resources Tbk. - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Kalimantan Lumbung Energi - Indonesia
- Essar Steel Hazira Ltd - India
- Uttam Galva Steels Limited - India
- Marubeni Corporation - India
- Global Coal Blending Company Limited - Australia
- Bulk Trading Sa - Switzerland
- Binh Thuan Hamico - Vietnam
- Billiton Holdings Pty Ltd - Australia
- Indogreen Group - Indonesia
- Mintek Dendrill Indonesia
- Posco Energy - South Korea
- Antam Resourcindo - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Straits Asia Resources Limited - Singapore
- White Energy Company Limited
- London Commodity Brokers - England
- Anglo American - United Kingdom
- Sree Jayajothi Cements Limited - India
- Mercator Lines Limited - India
- Electricity Authority, New Zealand
- Romanian Commodities Exchange
- Savvy Resources Ltd - HongKong
- Interocean Group of Companies - India
- Bukit Asam (Persero) Tbk - Indonesia
- CNBM International Corporation - China
- Orica Australia Pty. Ltd.
- Asia Pacific Energy Resources Ventures Inc, Philippines
- San Jose City I Power Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Chettinad Cement Corporation Ltd - India
- Rio Tinto Coal - Australia
- Siam City Cement PLC, Thailand
- Siam City Cement - Thailand
- Grasim Industreis Ltd - India
- Georgia Ports Authority, United States
- Simpson Spence & Young - Indonesia
- Eastern Coal Council - USA
- SN Aboitiz Power Inc, Philippines
- Economic Council, Georgia
- Leighton Contractors Pty Ltd - Australia
- Barasentosa Lestari - Indonesia
- Altura Mining Limited, Indonesia
- Oldendorff Carriers - Singapore
- Ambuja Cements Ltd - India
- Dalmia Cement Bharat India
- Sical Logistics Limited - India
- Independent Power Producers Association of India
- Aboitiz Power Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- The Treasury - Australian Government
- Therma Luzon, Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Agrawal Coal Company - India
- Directorate Of Revenue Intelligence - India
- Bangladesh Power Developement Board
- Bahari Cakrawala Sebuku - Indonesia
- Deloitte Consulting - India
- Vedanta Resources Plc - India
- Samtan Co., Ltd - South Korea
- Maheswari Brothers Coal Limited - India
- Ministry of Mines - Canada
- Semirara Mining and Power Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Kohat Cement Company Ltd. - Pakistan
- Price Waterhouse Coopers - Russia
- Vijayanagar Sugar Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Parliament of New Zealand
- MS Steel International - UAE
- Sinarmas Energy and Mining - Indonesia
- Salva Resources Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- New Zealand Coal & Carbon
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bharathi Cement Corporation - India
- Krishnapatnam Port Company Ltd. - India
- India Bulls Power Limited - India
- Energy Link Ltd, New Zealand
- Meralco Power Generation, Philippines
- PowerSource Philippines DevCo
- Thiess Contractors Indonesia
- Electricity Generating Authority of Thailand
- Larsen & Toubro Limited - India
- McConnell Dowell - Australia
- Wilmar Investment Holdings
- European Bulk Services B.V. - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- Tamil Nadu electricity Board
- Riau Bara Harum - Indonesia
- Karaikal Port Pvt Ltd - India
- Australian Commodity Traders Exchange
- Standard Chartered Bank - UAE
- Indonesian Coal Mining Association
|
| |
| |
|
