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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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Wednesday, 06 March 19
KOREA SOUTHERN POWER CO INVITES BIDS FOR 980,000 MT OF 4600 NCV COAL FOR THREE YEARS
COALspot.com: South Korea state-owned utility Korea Southern Power Co. Ltd (KOSPO) issued a tender for 320,000 MT of min 4,600 kcal/kg NCV low calo ...
Wednesday, 06 March 19
SHIPPING MARKET INSIGHT - INERMODAL
In a downward moving market, softer SnP activity is usually a given, as the gap between Sellers’ and Buyers’ ideas widens, especially w ...
Saturday, 02 March 19
A 60,500-TONNER WAS BOOKED DELIVERY SINGAPORE, VIA INDONESIA, REDELIVERY WEST COAST INDIA, AT $11,250 - BALTIC BRIEFING
Capesize
Vale’s ongoing absence from the Brazil spot market continued to have a negative impact on sentiment, with rates falling in all a ...
Thursday, 28 February 19
COAL'S PERFECT STORM HITS $70 BILLION AUSTRALIAN PROJECTS - BLOOMBERG
It’s been a tough few weeks for our coal industry.
First there was a court ruling blocking a new mine on climate change ground ...
Wednesday, 27 February 19
SHIPPING MARKET INSIGHT - INTERMODAL
With the IMO 2020 approaching, it becomes challenging for the market to accurately explore the run-up to the deadline given that marine fuel-oil of ...
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- AsiaOL BioFuels Corp., Philippines
- Jindal Steel & Power Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Kartika Selabumi Mining - Indonesia
- McConnell Dowell - Australia
- Merrill Lynch Commodities Europe
- PNOC Exploration Corporation - Philippines
- Ministry of Finance - Indonesia
- Oldendorff Carriers - Singapore
- Kobexindo Tractors - Indoneisa
- Rio Tinto Coal - Australia
- Bhoruka Overseas - Indonesia
- Latin American Coal - Colombia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indian Energy Exchange, India
- Star Paper Mills Limited - India
- Mintek Dendrill Indonesia
- Antam Resourcindo - Indonesia
- Vedanta Resources Plc - India
- The Treasury - Australian Government
- South Luzon Thermal Energy Corporation
- Dalmia Cement Bharat India
- Bhushan Steel Limited - India
- Ambuja Cements Ltd - India
- Commonwealth Bank - Australia
- Kohat Cement Company Ltd. - Pakistan
- Madhucon Powers Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Xindia Steels Limited - India
- Parry Sugars Refinery, India
- Eastern Energy - Thailand
- Energy Link Ltd, New Zealand
- Globalindo Alam Lestari - Indonesia
- Timah Investasi Mineral - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mercuria Energy - Indonesia
- White Energy Company Limited
- Aboitiz Power Corporation - Philippines
- Medco Energi Mining Internasional
- Toyota Tsusho Corporation, Japan
- Independent Power Producers Association of India
- GN Power Mariveles Coal Plant, Philippines
- GVK Power & Infra Limited - India
- Renaissance Capital - South Africa
- The University of Queensland
- PetroVietnam Power Coal Import and Supply Company
- Wilmar Investment Holdings
- Gujarat Electricity Regulatory Commission - India
- Bukit Makmur.PT - Indonesia
- Trasteel International SA, Italy
- Meralco Power Generation, Philippines
- Australian Commodity Traders Exchange
- Cigading International Bulk Terminal - Indonesia
- Coalindo Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Bank of Tokyo Mitsubishi UFJ Ltd
- Anglo American - United Kingdom
- VISA Power Limited - India
- Chamber of Mines of South Africa
- Gujarat Mineral Development Corp Ltd - India
- Siam City Cement PLC, Thailand
- Jaiprakash Power Ventures ltd
- Eastern Coal Council - USA
- IHS Mccloskey Coal Group - USA
- Savvy Resources Ltd - HongKong
- Goldman Sachs - Singapore
- Central Electricity Authority - India
- Indogreen Group - Indonesia
- Agrawal Coal Company - India
- Price Waterhouse Coopers - Russia
- Planning Commission, India
- Neyveli Lignite Corporation Ltd, - India
- Altura Mining Limited, Indonesia
- CNBM International Corporation - China
- Indo Tambangraya Megah - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Bhatia International Limited - India
- Sojitz Corporation - Japan
- Orica Mining Services - Indonesia
- Leighton Contractors Pty Ltd - Australia
- LBH Netherlands Bv - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- San Jose City I Power Corp, Philippines
- Intertek Mineral Services - Indonesia
- Maheswari Brothers Coal Limited - India
- Bulk Trading Sa - Switzerland
- New Zealand Coal & Carbon
- Maharashtra Electricity Regulatory Commission - India
- Holcim Trading Pte Ltd - Singapore
- The State Trading Corporation of India Ltd
- Mjunction Services Limited - India
- Makarim & Taira - Indonesia
- Heidelberg Cement - Germany
- Metalloyd Limited - United Kingdom
- Karaikal Port Pvt Ltd - India
- Baramulti Group, Indonesia
- Sinarmas Energy and Mining - Indonesia
- Global Green Power PLC Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Sidhee Cement - India
- Therma Luzon, Inc, Philippines
- Indian Oil Corporation Limited
- Barasentosa Lestari - Indonesia
- Larsen & Toubro Limited - India
- Marubeni Corporation - India
- Bukit Baiduri Energy - Indonesia
- Carbofer General Trading SA - India
- Videocon Industries ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Sree Jayajothi Cements Limited - India
- Parliament of New Zealand
- Simpson Spence & Young - Indonesia
- Sindya Power Generating Company Private Ltd
- India Bulls Power Limited - India
- Sical Logistics Limited - India
- Salva Resources Pvt Ltd - India
- PTC India Limited - India
- Orica Australia Pty. Ltd.
- Coastal Gujarat Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Bharathi Cement Corporation - India
- SMC Global Power, Philippines
- Minerals Council of Australia
- Aditya Birla Group - India
- Attock Cement Pakistan Limited
- Economic Council, Georgia
- Binh Thuan Hamico - Vietnam
- Kaltim Prima Coal - Indonesia
- Sarangani Energy Corporation, Philippines
- Coal and Oil Company - UAE
- GMR Energy Limited - India
- SN Aboitiz Power Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Samtan Co., Ltd - South Korea
- European Bulk Services B.V. - Netherlands
- Grasim Industreis Ltd - India
- Uttam Galva Steels Limited - India
- Manunggal Multi Energi - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Port Waratah Coal Services - Australia
- Bangladesh Power Developement Board
- Global Coal Blending Company Limited - Australia
- Lanco Infratech Ltd - India
- Indonesian Coal Mining Association
- Power Finance Corporation Ltd., India
- ASAPP Information Group - India
- London Commodity Brokers - England
- Siam City Cement - Thailand
- Directorate General of MIneral and Coal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- OPG Power Generation Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Riau Bara Harum - Indonesia
- MS Steel International - UAE
- Global Business Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Electricity Generating Authority of Thailand
- Jorong Barutama Greston.PT - Indonesia
- Romanian Commodities Exchange
- Billiton Holdings Pty Ltd - Australia
- Energy Development Corp, Philippines
- Kepco SPC Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Mines - Canada
- Straits Asia Resources Limited - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Wood Mackenzie - Singapore
- Semirara Mining Corp, Philippines
- ICICI Bank Limited - India
- Sakthi Sugars Limited - India
- Borneo Indobara - Indonesia
- Banpu Public Company Limited - Thailand
- Iligan Light & Power Inc, Philippines
- Africa Commodities Group - South Africa
- Thai Mozambique Logistica
- Edison Trading Spa - Italy
- Chettinad Cement Corporation Ltd - India
- Standard Chartered Bank - UAE
- CIMB Investment Bank - Malaysia
- Interocean Group of Companies - India
- Ministry of Transport, Egypt
- Directorate Of Revenue Intelligence - India
- Rashtriya Ispat Nigam Limited - India
- Vizag Seaport Private Limited - India
- Kumho Petrochemical, South Korea
- Kapuas Tunggal Persada - Indonesia
- Singapore Mercantile Exchange
- Tata Chemicals Ltd - India
- IEA Clean Coal Centre - UK
- Thiess Contractors Indonesia
- Indika Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Tamil Nadu electricity Board
- Petron Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Cement Manufacturers Association - India
- Formosa Plastics Group - Taiwan
- Meenaskhi Energy Private Limited - India
- Essar Steel Hazira Ltd - India
- Mercator Lines Limited - India
- PowerSource Philippines DevCo
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Georgia Ports Authority, United States
- Krishnapatnam Port Company Ltd. - India
- Malabar Cements Ltd - India
- Deloitte Consulting - India
- Central Java Power - Indonesia
- SMG Consultants - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Australian Coal Association
- Bayan Resources Tbk. - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Posco Energy - South Korea
- Electricity Authority, New Zealand
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