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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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Tuesday, 08 March 22
RUSSIA-UKRAINE CONFLICT ADDS IMPETUS TO ASIA'S ENERGY TRANSITION - IEEFA
Clean energy alternatives are a crucial hedge against future disruptions in global commodity markets
Russia’s invasion of Ukra ...
Tuesday, 08 March 22
THE HIGH COST OF INDONESIA’S DOWNSTREAM COAL PROJECTS IS UNDERESTIMATED - IEEFA
Three Indonesian ministries have come up with a DME purchase price of US$378/tonne fixed for 20 years compared to IEEFA’s US$601/tonne estima ...
Wednesday, 02 March 22
SHIPPING MARKET INSIGHT - INTERMODAL
The escalating confrontation between Russia and Ukraine has the potential to disrupt global order and set the world back a few decades. While count ...
Tuesday, 22 February 22
CHINA'S DAILY OUTPUT OF COAL REBOUNDS TO OVER 12 MLN TONNES - REUTERS
China’s coal output returned to more than 12 million tonnes per day as of Feb. 20, the country’s state planner said on Monday, a level ...
Thursday, 17 February 22
MAJOR INSTITUTIONS PROVIDED OVER $1.5 TRLN TO COAL SECTOR IN 2019-2021, SAYS NGO GROUP - REUTERS
Financial institutions channelled more than $1.5 trillion into the coal industry in loans and underwriting from January 2019 to November 2021, even ...
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- New Zealand Coal & Carbon
- Uttam Galva Steels Limited - India
- Kideco Jaya Agung - Indonesia
- Altura Mining Limited, Indonesia
- Indonesian Coal Mining Association
- Jindal Steel & Power Ltd - India
- Metalloyd Limited - United Kingdom
- Sojitz Corporation - Japan
- Karbindo Abesyapradhi - Indoneisa
- Formosa Plastics Group - Taiwan
- Coastal Gujarat Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Singapore Mercantile Exchange
- International Coal Ventures Pvt Ltd - India
- Interocean Group of Companies - India
- Energy Link Ltd, New Zealand
- McConnell Dowell - Australia
- Global Coal Blending Company Limited - Australia
- Vedanta Resources Plc - India
- LBH Netherlands Bv - Netherlands
- Baramulti Group, Indonesia
- OPG Power Generation Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- SMC Global Power, Philippines
- Maheswari Brothers Coal Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Aditya Birla Group - India
- Mercator Lines Limited - India
- Ind-Barath Power Infra Limited - India
- SMG Consultants - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Deloitte Consulting - India
- Therma Luzon, Inc, Philippines
- South Luzon Thermal Energy Corporation
- Petrochimia International Co. Ltd.- Taiwan
- Ambuja Cements Ltd - India
- PNOC Exploration Corporation - Philippines
- Eastern Coal Council - USA
- SN Aboitiz Power Inc, Philippines
- Planning Commission, India
- Savvy Resources Ltd - HongKong
- Jaiprakash Power Ventures ltd
- Australian Coal Association
- Bharathi Cement Corporation - India
- Central Java Power - Indonesia
- Simpson Spence & Young - Indonesia
- Indian Energy Exchange, India
- Kumho Petrochemical, South Korea
- Kohat Cement Company Ltd. - Pakistan
- GN Power Mariveles Coal Plant, Philippines
- Wood Mackenzie - Singapore
- Billiton Holdings Pty Ltd - Australia
- Kalimantan Lumbung Energi - Indonesia
- Bayan Resources Tbk. - Indonesia
- GVK Power & Infra Limited - India
- San Jose City I Power Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Renaissance Capital - South Africa
- Sindya Power Generating Company Private Ltd
- Cement Manufacturers Association - India
- Global Green Power PLC Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhoruka Overseas - Indonesia
- Bulk Trading Sa - Switzerland
- Thiess Contractors Indonesia
- The State Trading Corporation of India Ltd
- Indika Energy - Indonesia
- Romanian Commodities Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Bukit Baiduri Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Merrill Lynch Commodities Europe
- Mercuria Energy - Indonesia
- Coalindo Energy - Indonesia
- The University of Queensland
- Indogreen Group - Indonesia
- Africa Commodities Group - South Africa
- Kepco SPC Power Corporation, Philippines
- Videocon Industries ltd - India
- Price Waterhouse Coopers - Russia
- ICICI Bank Limited - India
- Sarangani Energy Corporation, Philippines
- Posco Energy - South Korea
- Orica Mining Services - Indonesia
- Malabar Cements Ltd - India
- Electricity Generating Authority of Thailand
- ASAPP Information Group - India
- Rio Tinto Coal - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Carbofer General Trading SA - India
- Madhucon Powers Ltd - India
- Medco Energi Mining Internasional
- Anglo American - United Kingdom
- Meenaskhi Energy Private Limited - India
- Meralco Power Generation, Philippines
- Economic Council, Georgia
- Edison Trading Spa - Italy
- Rashtriya Ispat Nigam Limited - India
- Bukit Makmur.PT - Indonesia
- Agrawal Coal Company - India
- Binh Thuan Hamico - Vietnam
- Karaikal Port Pvt Ltd - India
- Georgia Ports Authority, United States
- White Energy Company Limited
- Oldendorff Carriers - Singapore
- Toyota Tsusho Corporation, Japan
- Bhushan Steel Limited - India
- Salva Resources Pvt Ltd - India
- Siam City Cement - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Iligan Light & Power Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- MS Steel International - UAE
- Siam City Cement PLC, Thailand
- Ministry of Transport, Egypt
- PowerSource Philippines DevCo
- Holcim Trading Pte Ltd - Singapore
- Electricity Authority, New Zealand
- Gujarat Electricity Regulatory Commission - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Trasteel International SA, Italy
- Goldman Sachs - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Thai Mozambique Logistica
- Parry Sugars Refinery, India
- Australian Commodity Traders Exchange
- Mintek Dendrill Indonesia
- Commonwealth Bank - Australia
- PTC India Limited - India
- VISA Power Limited - India
- IHS Mccloskey Coal Group - USA
- Wilmar Investment Holdings
- Central Electricity Authority - India
- Dalmia Cement Bharat India
- Cigading International Bulk Terminal - Indonesia
- Marubeni Corporation - India
- Global Business Power Corporation, Philippines
- Latin American Coal - Colombia
- Ministry of Finance - Indonesia
- Lanco Infratech Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Power Finance Corporation Ltd., India
- Grasim Industreis Ltd - India
- Independent Power Producers Association of India
- Samtan Co., Ltd - South Korea
- The Treasury - Australian Government
- Borneo Indobara - Indonesia
- Miang Besar Coal Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Indian Oil Corporation Limited
- Heidelberg Cement - Germany
- TNB Fuel Sdn Bhd - Malaysia
- Chettinad Cement Corporation Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Coal and Oil Company - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Energy Development Corp, Philippines
- Barasentosa Lestari - Indonesia
- Alfred C Toepfer International GmbH - Germany
- TeaM Sual Corporation - Philippines
- Makarim & Taira - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Vijayanagar Sugar Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Tata Chemicals Ltd - India
- Port Waratah Coal Services - Australia
- European Bulk Services B.V. - Netherlands
- GAC Shipping (India) Pvt Ltd
- Eastern Energy - Thailand
- Petron Corporation, Philippines
- Standard Chartered Bank - UAE
- Larsen & Toubro Limited - India
- Xindia Steels Limited - India
- India Bulls Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Banpu Public Company Limited - Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Riau Bara Harum - Indonesia
- CNBM International Corporation - China
- Gujarat Sidhee Cement - India
- Star Paper Mills Limited - India
- Antam Resourcindo - Indonesia
- Essar Steel Hazira Ltd - India
- Chamber of Mines of South Africa
- Mjunction Services Limited - India
- Intertek Mineral Services - Indonesia
- CIMB Investment Bank - Malaysia
- Directorate General of MIneral and Coal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Straits Asia Resources Limited - Singapore
- Aboitiz Power Corporation - Philippines
- Parliament of New Zealand
- Jorong Barutama Greston.PT - Indonesia
- Sree Jayajothi Cements Limited - India
- IEA Clean Coal Centre - UK
- Ceylon Electricity Board - Sri Lanka
- Semirara Mining Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Bangladesh Power Developement Board
- Attock Cement Pakistan Limited
- Tamil Nadu electricity Board
- Directorate Of Revenue Intelligence - India
- Sakthi Sugars Limited - India
- Kobexindo Tractors - Indoneisa
- Ministry of Mines - Canada
- Sical Logistics Limited - India
- London Commodity Brokers - England
- Indo Tambangraya Megah - Indonesia
- Bhatia International Limited - India
- Minerals Council of Australia
- GMR Energy Limited - India
- Orica Australia Pty. Ltd.
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