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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, 13 February 24
WHAT IS THE OUTLOOK FOR THE NATURAL GAS SPOT PRICE IN 2024 AND 2025? EIA
We expect the U.S. benchmark Henry Hub natural gas spot price to average higher in 2024 and 2025 than in 2023, but to remain lower than $3.00 per m ...
Monday, 12 February 24
US THERMAL COAL EXPORTS HIT 5-YEAR HIGHS AND TOP $5 BLN IN 2023 - REUTERS
United States exporters of thermal coal earned more than $5 billion in 2023 as they shipped out more than 32.5 million metric tons of the high-poll ...
Tuesday, 06 February 24
NEW E-FUELS PROJECT TO MAKE INTERNATIONAL SHIPPING CLIMATE-NEUTRAL - RINA
Transport and trade on the ocean blue must be made much greener. This is the goal of the new €17 million European GAMMA project, where compani ...
Tuesday, 06 February 24
INDIA SEES ANNUAL COAL OUTPUT UP 10.9% IN 2024/25 - REUTERS
India expects domestic coal output to increase by 10.9% to 1.13 billion metric tons in the fiscal year ending March 2025, a senior government offic ...
Tuesday, 06 February 24
INDIA'S COAL PRODUCTION INCREASES BY 10.3% TO 99.73 MILLION TONNE IN JANUARY - PTI
The country’s coal output rose 10.3 per cent to 99.73 Million Tonne (MT) in January, over the same month in the previous fiscal.
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- Indian Energy Exchange, India
- Sical Logistics Limited - India
- Siam City Cement PLC, Thailand
- Planning Commission, India
- Toyota Tsusho Corporation, Japan
- GVK Power & Infra Limited - India
- Trasteel International SA, Italy
- Kartika Selabumi Mining - Indonesia
- Ministry of Transport, Egypt
- Sakthi Sugars Limited - India
- Mercator Lines Limited - India
- Iligan Light & Power Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Ind-Barath Power Infra Limited - India
- Siam City Cement - Thailand
- TeaM Sual Corporation - Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Bhoruka Overseas - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Jindal Steel & Power Ltd - India
- Chettinad Cement Corporation Ltd - India
- Uttam Galva Steels Limited - India
- Medco Energi Mining Internasional
- Maharashtra Electricity Regulatory Commission - India
- SN Aboitiz Power Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Tamil Nadu electricity Board
- London Commodity Brokers - England
- Bangladesh Power Developement Board
- Merrill Lynch Commodities Europe
- Straits Asia Resources Limited - Singapore
- Central Java Power - Indonesia
- McConnell Dowell - Australia
- Miang Besar Coal Terminal - Indonesia
- Orica Australia Pty. Ltd.
- Australian Coal Association
- Madhucon Powers Ltd - India
- Savvy Resources Ltd - HongKong
- Tata Chemicals Ltd - India
- Power Finance Corporation Ltd., India
- The University of Queensland
- Sinarmas Energy and Mining - Indonesia
- Jaiprakash Power Ventures ltd
- Price Waterhouse Coopers - Russia
- Sree Jayajothi Cements Limited - India
- Heidelberg Cement - Germany
- Coal and Oil Company - UAE
- Coalindo Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Jorong Barutama Greston.PT - Indonesia
- Petron Corporation, Philippines
- Gujarat Sidhee Cement - India
- Mjunction Services Limited - India
- GMR Energy Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indogreen Group - Indonesia
- IHS Mccloskey Coal Group - USA
- Global Green Power PLC Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Thai Mozambique Logistica
- Kepco SPC Power Corporation, Philippines
- Energy Development Corp, Philippines
- Banpu Public Company Limited - Thailand
- Pendopo Energi Batubara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Global Business Power Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- SMC Global Power, Philippines
- Wood Mackenzie - Singapore
- Energy Link Ltd, New Zealand
- Wilmar Investment Holdings
- Holcim Trading Pte Ltd - Singapore
- Indo Tambangraya Megah - Indonesia
- Intertek Mineral Services - Indonesia
- Deloitte Consulting - India
- Kumho Petrochemical, South Korea
- Kaltim Prima Coal - Indonesia
- Barasentosa Lestari - Indonesia
- Vizag Seaport Private Limited - India
- Malabar Cements Ltd - India
- Economic Council, Georgia
- San Jose City I Power Corp, Philippines
- Romanian Commodities Exchange
- Bhushan Steel Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Antam Resourcindo - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Eastern Energy - Thailand
- Directorate Of Revenue Intelligence - India
- Marubeni Corporation - India
- Interocean Group of Companies - India
- India Bulls Power Limited - India
- Oldendorff Carriers - Singapore
- Krishnapatnam Port Company Ltd. - India
- Grasim Industreis Ltd - India
- Riau Bara Harum - Indonesia
- Goldman Sachs - Singapore
- Billiton Holdings Pty Ltd - Australia
- Directorate General of MIneral and Coal - Indonesia
- Minerals Council of Australia
- Commonwealth Bank - Australia
- Sarangani Energy Corporation, Philippines
- Indika Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- Electricity Generating Authority of Thailand
- Anglo American - United Kingdom
- Karbindo Abesyapradhi - Indoneisa
- Posco Energy - South Korea
- PetroVietnam Power Coal Import and Supply Company
- CNBM International Corporation - China
- Bank of Tokyo Mitsubishi UFJ Ltd
- Karaikal Port Pvt Ltd - India
- Orica Mining Services - Indonesia
- Makarim & Taira - Indonesia
- Manunggal Multi Energi - Indonesia
- Central Electricity Authority - India
- Edison Trading Spa - Italy
- Asmin Koalindo Tuhup - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Rashtriya Ispat Nigam Limited - India
- Globalindo Alam Lestari - Indonesia
- Parry Sugars Refinery, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Australian Commodity Traders Exchange
- Ministry of Finance - Indonesia
- Thiess Contractors Indonesia
- Mintek Dendrill Indonesia
- Indonesian Coal Mining Association
- Rio Tinto Coal - Australia
- Renaissance Capital - South Africa
- SMG Consultants - Indonesia
- White Energy Company Limited
- VISA Power Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ambuja Cements Ltd - India
- Vedanta Resources Plc - India
- Bulk Trading Sa - Switzerland
- Semirara Mining Corp, Philippines
- Latin American Coal - Colombia
- Leighton Contractors Pty Ltd - Australia
- Formosa Plastics Group - Taiwan
- Singapore Mercantile Exchange
- Bhatia International Limited - India
- Africa Commodities Group - South Africa
- Bukit Makmur.PT - Indonesia
- Meenaskhi Energy Private Limited - India
- Simpson Spence & Young - Indonesia
- OPG Power Generation Pvt Ltd - India
- Indian Oil Corporation Limited
- Meralco Power Generation, Philippines
- Global Coal Blending Company Limited - Australia
- Kapuas Tunggal Persada - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Aboitiz Power Corporation - Philippines
- Port Waratah Coal Services - Australia
- Timah Investasi Mineral - Indoneisa
- Parliament of New Zealand
- Baramulti Group, Indonesia
- The State Trading Corporation of India Ltd
- European Bulk Services B.V. - Netherlands
- Ministry of Mines - Canada
- Bharathi Cement Corporation - India
- Star Paper Mills Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Carbofer General Trading SA - India
- Altura Mining Limited, Indonesia
- Lanco Infratech Ltd - India
- Sindya Power Generating Company Private Ltd
- The Treasury - Australian Government
- Independent Power Producers Association of India
- Cement Manufacturers Association - India
- Bukit Baiduri Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Dalmia Cement Bharat India
- GAC Shipping (India) Pvt Ltd
- Cigading International Bulk Terminal - Indonesia
- Aditya Birla Group - India
- Metalloyd Limited - United Kingdom
- Mercuria Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Semirara Mining and Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Attock Cement Pakistan Limited
- Coastal Gujarat Power Limited - India
- Eastern Coal Council - USA
- Larsen & Toubro Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Chamber of Mines of South Africa
- ICICI Bank Limited - India
- New Zealand Coal & Carbon
- PTC India Limited - India
- Videocon Industries ltd - India
- Kideco Jaya Agung - Indonesia
- International Coal Ventures Pvt Ltd - India
- Borneo Indobara - Indonesia
- Standard Chartered Bank - UAE
- Agrawal Coal Company - India
- Therma Luzon, Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Alfred C Toepfer International GmbH - Germany
- MS Steel International - UAE
- Georgia Ports Authority, United States
- PowerSource Philippines DevCo
- Sojitz Corporation - Japan
- IEA Clean Coal Centre - UK
- ASAPP Information Group - India
- TNB Fuel Sdn Bhd - Malaysia
- Electricity Authority, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Xindia Steels Limited - India
- Bayan Resources Tbk. - Indonesia
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