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Monday, 22 October 18
CONTINUED HIGH LNG PRICES; TRADE WAR IMPACT LIMITED - FITCH RATINGS
 Fitch Ratings expects sustained high spot liquefied natural gas (LNG) and contract prices over the next two quarters on limited investment in LNG export projects over the previous two years due to market expectations of oversupply, higher demand during Asia's summer and winter periods and rising oil prices, with LNG contracts typically linked to oil price benchmarks with a three- to six-month lagged effect.
LNG demand should also be supported across the Asia-Pacific region by rising energy usage and a government-supported switch to natural gas from coal to curb air pollution. Most of the region's demand growth has come from China, which is now the second-largest global LNG importer, behind Japan. Chinese government policy encouraging a switch to gas for winter heating led demand to rise by 46.4% in 2017, with further growth in 2018. This should support further investment in LNG over the next two years, with the market potentially entering a deficit in 2022-2025.
The ongoing trade war between China and the US, with China placing an initial 10% tariff on US LNG, may delay further investment in US projects and limit US export volume to China. However, China only accounted for 15% of US LNG exports over 2017 and Fitch expects US cargos to be redirected to other markets should exports become uncompetitive. We believe the ongoing impact will be limited, as Chinese importers had already cut purchases of US natural gas in the previous few months. PetroChina Company Limited (A+/Stable) had also signed a long-term LNG contract with Qatargas in September 2018, which should mitigate the loss of US imports.
Trade tensions may slow further investment in US LNG facilities, but globally, several major LNG projects have either been greenlit or moved towards final investment decision (FID). We do not expect new projects to deliver their first cargos until around 2022, as LNG projects typically take around four to five years from FID to first cargo delivery.
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Sunday, 07 October 18
SUPRAMAX: INDO-INDIA USUAL COAL RUNS WERE COVERED AT US$ 12K - FEARNLEYS
Capesize
Average daily earnings up close to 15 pct in 5 trading days, thus patience finally paying off for owners of the big ships - Chinese play ...
Sunday, 07 October 18
A CASE FOR 20/20 VISION? IMO'S LOW SULPHUR FUEL LIMIT UNDER MARPOL ANNEX VI WHICH COMES INTO FORCE ON 1ST JANUARY 2020
KNOWLEDGE TO ELEVATE
The implementation of the global 0.5% sulphur cap for bunker fuel under MARPOL Annex VI in just under 18 months’ ti ...
Friday, 05 October 18
COAL PRODUCTION REACHES 64% OF 2018 TARGET : THE JAKARTA POST
National coal production up to August has already reached 311 million tons, or 64 percent of this year's total target of 485 million tons, acco ...
Wednesday, 03 October 18
VALUE OF AUSTRALIAN COAL EXPORTS TIPPED TO DECLINE SHARPLY OVER NEXT 18 MONTHS - THE GUARDIAN
Thermal coal prices forecast to drop 25% and metallurgical coal prices 23% as value of iron ore exports also falls
The value of Aust ...
Wednesday, 03 October 18
SHIPPING MARKET INSIGHT - KATERINA RESTIS
The bunker fuel supply and availability landscape is close to its transformation with the enforcement of the IMO’s global 0.5% fuel Sulphur c ...
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Showing 1596 to 1600 news of total 6871 |
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- CIMB Investment Bank - Malaysia
- PowerSource Philippines DevCo
- Indian Oil Corporation Limited
- The State Trading Corporation of India Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kaltim Prima Coal - Indonesia
- GVK Power & Infra Limited - India
- Marubeni Corporation - India
- Baramulti Group, Indonesia
- Timah Investasi Mineral - Indoneisa
- Larsen & Toubro Limited - India
- Latin American Coal - Colombia
- SMG Consultants - Indonesia
- Ceylon Electricity Board - Sri Lanka
- PetroVietnam Power Coal Import and Supply Company
- Posco Energy - South Korea
- Carbofer General Trading SA - India
- Manunggal Multi Energi - Indonesia
- Oldendorff Carriers - Singapore
- Petron Corporation, Philippines
- PTC India Limited - India
- Electricity Generating Authority of Thailand
- Economic Council, Georgia
- Ambuja Cements Ltd - India
- Price Waterhouse Coopers - Russia
- Coastal Gujarat Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- European Bulk Services B.V. - Netherlands
- Standard Chartered Bank - UAE
- Sinarmas Energy and Mining - Indonesia
- Port Waratah Coal Services - Australia
- Ind-Barath Power Infra Limited - India
- Riau Bara Harum - Indonesia
- Bhatia International Limited - India
- Lanco Infratech Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Chamber of Mines of South Africa
- Global Green Power PLC Corporation, Philippines
- Sakthi Sugars Limited - India
- Central Electricity Authority - India
- Mercator Lines Limited - India
- Sical Logistics Limited - India
- Central Java Power - Indonesia
- PNOC Exploration Corporation - Philippines
- Romanian Commodities Exchange
- TeaM Sual Corporation - Philippines
- Bhoruka Overseas - Indonesia
- Meralco Power Generation, Philippines
- Straits Asia Resources Limited - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Metalloyd Limited - United Kingdom
- Indogreen Group - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Kumho Petrochemical, South Korea
- Directorate Of Revenue Intelligence - India
- GN Power Mariveles Coal Plant, Philippines
- Mercuria Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Mines - Canada
- Pendopo Energi Batubara - Indonesia
- IEA Clean Coal Centre - UK
- Binh Thuan Hamico - Vietnam
- Renaissance Capital - South Africa
- New Zealand Coal & Carbon
- Leighton Contractors Pty Ltd - Australia
- OPG Power Generation Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Anglo American - United Kingdom
- Thai Mozambique Logistica
- Cigading International Bulk Terminal - Indonesia
- Orica Australia Pty. Ltd.
- Xindia Steels Limited - India
- MS Steel International - UAE
- Trasteel International SA, Italy
- The Treasury - Australian Government
- Petrochimia International Co. Ltd.- Taiwan
- Agrawal Coal Company - India
- Sindya Power Generating Company Private Ltd
- Kepco SPC Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- ICICI Bank Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Australian Coal Association
- Attock Cement Pakistan Limited
- Thiess Contractors Indonesia
- Bukit Makmur.PT - Indonesia
- SN Aboitiz Power Inc, Philippines
- McConnell Dowell - Australia
- Kalimantan Lumbung Energi - Indonesia
- South Luzon Thermal Energy Corporation
- Tamil Nadu electricity Board
- Global Coal Blending Company Limited - Australia
- London Commodity Brokers - England
- Heidelberg Cement - Germany
- Barasentosa Lestari - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Aboitiz Power Corporation - Philippines
- The University of Queensland
- Deloitte Consulting - India
- Rashtriya Ispat Nigam Limited - India
- Meenaskhi Energy Private Limited - India
- Siam City Cement - Thailand
- Ministry of Finance - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- San Jose City I Power Corp, Philippines
- Minerals Council of Australia
- Sree Jayajothi Cements Limited - India
- Parry Sugars Refinery, India
- Electricity Authority, New Zealand
- Vedanta Resources Plc - India
- Gujarat Sidhee Cement - India
- Simpson Spence & Young - Indonesia
- Edison Trading Spa - Italy
- Billiton Holdings Pty Ltd - Australia
- Ministry of Transport, Egypt
- Kideco Jaya Agung - Indonesia
- SMC Global Power, Philippines
- Therma Luzon, Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- International Coal Ventures Pvt Ltd - India
- Africa Commodities Group - South Africa
- Banpu Public Company Limited - Thailand
- ASAPP Information Group - India
- Bhushan Steel Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Commonwealth Bank - Australia
- Vizag Seaport Private Limited - India
- Alfred C Toepfer International GmbH - Germany
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Bulk Trading Sa - Switzerland
- Dalmia Cement Bharat India
- Energy Link Ltd, New Zealand
- Independent Power Producers Association of India
- Bayan Resources Tbk. - Indonesia
- Krishnapatnam Port Company Ltd. - India
- IHS Mccloskey Coal Group - USA
- Madhucon Powers Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Sojitz Corporation - Japan
- Malabar Cements Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Salva Resources Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Global Business Power Corporation, Philippines
- Grasim Industreis Ltd - India
- Toyota Tsusho Corporation, Japan
- LBH Netherlands Bv - Netherlands
- Jaiprakash Power Ventures ltd
- Cement Manufacturers Association - India
- Bukit Baiduri Energy - Indonesia
- Parliament of New Zealand
- Savvy Resources Ltd - HongKong
- Kobexindo Tractors - Indoneisa
- Goldman Sachs - Singapore
- Kartika Selabumi Mining - Indonesia
- Videocon Industries ltd - India
- Georgia Ports Authority, United States
- Directorate General of MIneral and Coal - Indonesia
- Formosa Plastics Group - Taiwan
- Star Paper Mills Limited - India
- Eastern Coal Council - USA
- Power Finance Corporation Ltd., India
- Jindal Steel & Power Ltd - India
- Eastern Energy - Thailand
- Wood Mackenzie - Singapore
- Intertek Mineral Services - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Globalindo Alam Lestari - Indonesia
- Bangladesh Power Developement Board
- Mintek Dendrill Indonesia
- GMR Energy Limited - India
- Karaikal Port Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- White Energy Company Limited
- Sarangani Energy Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Mjunction Services Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Siam City Cement PLC, Thailand
- Indika Energy - Indonesia
- Singapore Mercantile Exchange
- Tata Chemicals Ltd - India
- Makarim & Taira - Indonesia
- Maheswari Brothers Coal Limited - India
- Coalindo Energy - Indonesia
- Planning Commission, India
- Aditya Birla Group - India
- Energy Development Corp, Philippines
- Indonesian Coal Mining Association
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Indo Tambangraya Megah - Indonesia
- Bharathi Cement Corporation - India
- Borneo Indobara - Indonesia
- Medco Energi Mining Internasional
- Samtan Co., Ltd - South Korea
- Orica Mining Services - Indonesia
- India Bulls Power Limited - India
- Essar Steel Hazira Ltd - India
- Wilmar Investment Holdings
- Australian Commodity Traders Exchange
- VISA Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Altura Mining Limited, Indonesia
- Holcim Trading Pte Ltd - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Indian Energy Exchange, India
- Uttam Galva Steels Limited - India
- Coal and Oil Company - UAE
- Interocean Group of Companies - India
- Rio Tinto Coal - Australia
- CNBM International Corporation - China
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