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Thursday, 07 February 19
QATAR CAN GAIN FROM DECLINING COAL - THE PENINSULA
With North America and Europe closing down their old coal and nuclear plants, major gas exporters like Qatar can and should gain market share. With standard forecasts for 2040 suggesting the stagnation or decline of coal, and the slow expansion of nuclear, gas appears well-placed to come out ahead. But this picture varies significantly by geography, Al-Attiyah Foundation noted in its latest energy research report.
The Foundation’s research note, which explores how gas, coal and nuclear power compete for global electricity generation, observed technological advances could bring coal and/or nuclear forward.
The typical predictions for the global power sector see gas growing strongly, nuclear slowly and coal flat-lining or shrinking. Scenarios of strong climate action do not help nuclear much, are negative for coal and somewhat negative for gas. A strong nuclear revival is likely to be dependent on the deployment of new reactor designs; continuing major coal growth would require large-scale, low cost carbon capture and storage (CCS). Neither of these possibilities can be ruled out, but they do not appear very likely.
So, the implications for leading gas exporters such as Qatar include that gas has the opportunity to gain significant market share from ageing coal and nuclear plants if relatively inexpensive. Conversely, if gas is priced expensively, it will encourage countries such as China and India to develop and deploy nuclear and cleaner coal. The emergence of low-cost CCS still probably favours gas more than coal, though it would boost both over nuclear.
The research note said leading gas exporters should monitor technological progress on coal CCS and on advanced nuclear, and keep an eye on the regulatory landscape and public opinion concerning nuclear in key growth markets.
Overall, the negative outlook for coal and nuclear is quite favourable for gas. Major gas exporters like Qatar can and should gain market share as old coal and nuclear plants in North America and Europe are closed down. At the same time, coal is set to stagnate in the main emerging Asian economies, and nuclear to grow, but not dramatically.
However, this line of development does rely on gas being perceived as a secure, relatively affordable and accessible fuel. If gas is price expensively, China, India and other major Asian states will rely more on coal, and are likely to deploy more nuclear power too. To avoid major surprises, leading gas exporters should monitor the technological, regulatory and public opinion landscape for advanced nuclear and coal CCS in the key markets- North America, Europe, China, Russia and India.
Source: The Peninsula
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Sunday, 09 June 19
SUPRAMAX: ASIA LOST GROUND; THE INDIAN OCEAN SAW SLOWER ACTIVITY - BALTIC BRIEFING
Capesize
The market continued in an unusually steady ascent last week. With no major news in the market, each day improved on the last, breakin ...
Friday, 07 June 19
KOEN INVITED BIDS FOR 1.87 MILLION TONS OF COAL FOR JULY - OCTOBER 2019 DELIVERY
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) has issued an international tender for 1,700,000 to 1,870,000 Metric Tons ...
Wednesday, 05 June 19
SHIPPING MARKET INSIGHT - INTERMODAL
The first semester of 2019 started as a fairly positive semester for the offshore sector whilst there was a recovery on crude prices, as well as a ...
Tuesday, 04 June 19
MARPOL ANNEX VI - SULPHUR CAP 2020 - DEMYSTIFYING THE FONAR - SKULD
KNOWLEDGE TO ELEVATE
Fuel Oil Non-Availability Report (FONAR) is primarily a discretionary tool for a Member State to lessen the breach of MAR ...
Monday, 03 June 19
SUPRAMAX: A 61,000 TONNER OPEN NORTH CHINA, FIXING A TRIP VIA INDONESIA, REDELIVERY SOUTHEAST ASIA AT $7,500 - BALTIC BRIEFING
Capesize
The market continued its steady ascent over the past week to improved levels. The TC average opened the previous week at $12,243 and c ...
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- Bhoruka Overseas - Indonesia
- IEA Clean Coal Centre - UK
- Sarangani Energy Corporation, Philippines
- Australian Coal Association
- Central Java Power - Indonesia
- Kobexindo Tractors - Indoneisa
- Meralco Power Generation, Philippines
- Kartika Selabumi Mining - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- South Luzon Thermal Energy Corporation
- Therma Luzon, Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Indo Tambangraya Megah - Indonesia
- Ministry of Mines - Canada
- Petron Corporation, Philippines
- Oldendorff Carriers - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Pendopo Energi Batubara - Indonesia
- Savvy Resources Ltd - HongKong
- Bayan Resources Tbk. - Indonesia
- Bangladesh Power Developement Board
- Bulk Trading Sa - Switzerland
- Bahari Cakrawala Sebuku - Indonesia
- Trasteel International SA, Italy
- Miang Besar Coal Terminal - Indonesia
- Makarim & Taira - Indonesia
- Georgia Ports Authority, United States
- Cement Manufacturers Association - India
- CNBM International Corporation - China
- Wilmar Investment Holdings
- Larsen & Toubro Limited - India
- Price Waterhouse Coopers - Russia
- GMR Energy Limited - India
- Minerals Council of Australia
- GN Power Mariveles Coal Plant, Philippines
- Standard Chartered Bank - UAE
- Eastern Coal Council - USA
- Simpson Spence & Young - Indonesia
- Vizag Seaport Private Limited - India
- Videocon Industries ltd - India
- Manunggal Multi Energi - Indonesia
- GVK Power & Infra Limited - India
- PNOC Exploration Corporation - Philippines
- Ministry of Finance - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Electricity Authority, New Zealand
- Sakthi Sugars Limited - India
- Aboitiz Power Corporation - Philippines
- Edison Trading Spa - Italy
- Tata Chemicals Ltd - India
- Globalindo Alam Lestari - Indonesia
- Anglo American - United Kingdom
- Planning Commission, India
- Semirara Mining Corp, Philippines
- Bharathi Cement Corporation - India
- Binh Thuan Hamico - Vietnam
- Dalmia Cement Bharat India
- Holcim Trading Pte Ltd - Singapore
- Aditya Birla Group - India
- Intertek Mineral Services - Indonesia
- Straits Asia Resources Limited - Singapore
- Altura Mining Limited, Indonesia
- Global Coal Blending Company Limited - Australia
- Ministry of Transport, Egypt
- Iligan Light & Power Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Central Electricity Authority - India
- Merrill Lynch Commodities Europe
- Samtan Co., Ltd - South Korea
- Gujarat Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- Kumho Petrochemical, South Korea
- Directorate General of MIneral and Coal - Indonesia
- Jaiprakash Power Ventures ltd
- Borneo Indobara - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Indian Energy Exchange, India
- Bhatia International Limited - India
- Port Waratah Coal Services - Australia
- MS Steel International - UAE
- Africa Commodities Group - South Africa
- India Bulls Power Limited - India
- Heidelberg Cement - Germany
- Kapuas Tunggal Persada - Indonesia
- Barasentosa Lestari - Indonesia
- ASAPP Information Group - India
- Karbindo Abesyapradhi - Indoneisa
- Commonwealth Bank - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Indika Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- SN Aboitiz Power Inc, Philippines
- Interocean Group of Companies - India
- Parry Sugars Refinery, India
- Parliament of New Zealand
- Vedanta Resources Plc - India
- Rio Tinto Coal - Australia
- Jorong Barutama Greston.PT - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sojitz Corporation - Japan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Deloitte Consulting - India
- Orica Australia Pty. Ltd.
- Madhucon Powers Ltd - India
- Sree Jayajothi Cements Limited - India
- San Jose City I Power Corp, Philippines
- Attock Cement Pakistan Limited
- Bukit Baiduri Energy - Indonesia
- Thai Mozambique Logistica
- The University of Queensland
- Energy Link Ltd, New Zealand
- Baramulti Group, Indonesia
- London Commodity Brokers - England
- Australian Commodity Traders Exchange
- Kaltim Prima Coal - Indonesia
- LBH Netherlands Bv - Netherlands
- Riau Bara Harum - Indonesia
- Ind-Barath Power Infra Limited - India
- Bukit Makmur.PT - Indonesia
- Kideco Jaya Agung - Indonesia
- Rashtriya Ispat Nigam Limited - India
- TeaM Sual Corporation - Philippines
- Krishnapatnam Port Company Ltd. - India
- Star Paper Mills Limited - India
- CIMB Investment Bank - Malaysia
- Semirara Mining and Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Goldman Sachs - Singapore
- Romanian Commodities Exchange
- Indonesian Coal Mining Association
- Meenaskhi Energy Private Limited - India
- Energy Development Corp, Philippines
- Economic Council, Georgia
- Mintek Dendrill Indonesia
- Jindal Steel & Power Ltd - India
- Medco Energi Mining Internasional
- Salva Resources Pvt Ltd - India
- Latin American Coal - Colombia
- Marubeni Corporation - India
- Global Green Power PLC Corporation, Philippines
- Sical Logistics Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PTC India Limited - India
- Orica Mining Services - Indonesia
- Mjunction Services Limited - India
- McConnell Dowell - Australia
- Siam City Cement PLC, Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- White Energy Company Limited
- Kepco SPC Power Corporation, Philippines
- Malabar Cements Ltd - India
- The State Trading Corporation of India Ltd
- Coastal Gujarat Power Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Formosa Plastics Group - Taiwan
- Electricity Generating Authority of Thailand
- Lanco Infratech Ltd - India
- Metalloyd Limited - United Kingdom
- European Bulk Services B.V. - Netherlands
- Sinarmas Energy and Mining - Indonesia
- Chettinad Cement Corporation Ltd - India
- Renaissance Capital - South Africa
- Wood Mackenzie - Singapore
- Cigading International Bulk Terminal - Indonesia
- Independent Power Producers Association of India
- Global Business Power Corporation, Philippines
- VISA Power Limited - India
- PowerSource Philippines DevCo
- Vijayanagar Sugar Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GAC Shipping (India) Pvt Ltd
- Thiess Contractors Indonesia
- Singapore Mercantile Exchange
- Indian Oil Corporation Limited
- ICICI Bank Limited - India
- Gujarat Sidhee Cement - India
- Bukit Asam (Persero) Tbk - Indonesia
- Tamil Nadu electricity Board
- International Coal Ventures Pvt Ltd - India
- Chamber of Mines of South Africa
- Mercuria Energy - Indonesia
- Indogreen Group - Indonesia
- New Zealand Coal & Carbon
- Sindya Power Generating Company Private Ltd
- The Treasury - Australian Government
- Antam Resourcindo - Indonesia
- Coalindo Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- SMC Global Power, Philippines
- Timah Investasi Mineral - Indoneisa
- Posco Energy - South Korea
- PetroVietnam Power Coal Import and Supply Company
- Ambuja Cements Ltd - India
- Toyota Tsusho Corporation, Japan
- Grasim Industreis Ltd - India
- Power Finance Corporation Ltd., India
- OPG Power Generation Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Mercator Lines Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Coal and Oil Company - UAE
- Essar Steel Hazira Ltd - India
- Uttam Galva Steels Limited - India
- Eastern Energy - Thailand
- Carbofer General Trading SA - India
- Directorate Of Revenue Intelligence - India
- Maheswari Brothers Coal Limited - India
- Ceylon Electricity Board - Sri Lanka
- Bhushan Steel Limited - India
- Xindia Steels Limited - India
- SMG Consultants - Indonesia
- Agrawal Coal Company - India
- Bank of Tokyo Mitsubishi UFJ Ltd
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