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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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Thursday, 10 January 19
BUNKER DELIVERY NOTE AMENDMENTS ENTER INTO FORCE AS SULPHUR 2020 REQUIREMENT LOOMS - IMO
KNOWLEDGE TO ELEVATE
Amendments to the bunker delivery note relating to the supply of marine fuel oil to ships which have fitted alternative m ...
Thursday, 10 January 19
WORLD TRADE IN THERMAL COAL IS ESTIMATED TO HAVE GROWN BY 1.0 PER CENT IN 2018 - DEPARTMENT OF INDUSTRY, AUSTRALIA
World Trade
World trade in thermal coal is estimated to have grown by 1.0 per cent to 1.1 billion tonnes in 2018 but it is expected to decline ...
Thursday, 10 January 19
PAKISTAN'S COAL IMPORTS TO SURGE TO 30 MILLION TONS PER ANNUM BY 2020 - CEO, PIB
Pakistan’s coal imports are estimated to surge to 30 million tons/annum from existing 20 million tons/annum by the year 2020, given the plann ...
Wednesday, 09 January 19
PANAMAX: THE PACIFIC SAW RELATIVELY GOOD DEMAND PARTICULARLY FROM INDONESIA AND NOPAC - BALTIC BRIEFING
Capesize
It was an active start to the New Year, with trading from West Australia maintaining momentum during the holiday period. Rates for Chi ...
Wednesday, 09 January 19
SHIPPING MARKET INSIGHT - INERMODAL
Paraphrasing the words of a Chief economist in a latest report of the World Bank Group, the current state of the shipping market very much resemble ...
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- Electricity Generating Authority of Thailand
- PTC India Limited - India
- Pendopo Energi Batubara - Indonesia
- Riau Bara Harum - Indonesia
- Mintek Dendrill Indonesia
- Intertek Mineral Services - Indonesia
- Sojitz Corporation - Japan
- Planning Commission, India
- Australian Commodity Traders Exchange
- San Jose City I Power Corp, Philippines
- Posco Energy - South Korea
- Indogreen Group - Indonesia
- Vizag Seaport Private Limited - India
- Karaikal Port Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Manunggal Multi Energi - Indonesia
- European Bulk Services B.V. - Netherlands
- Ceylon Electricity Board - Sri Lanka
- Price Waterhouse Coopers - Russia
- IEA Clean Coal Centre - UK
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Banpu Public Company Limited - Thailand
- GN Power Mariveles Coal Plant, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sindya Power Generating Company Private Ltd
- Semirara Mining and Power Corporation, Philippines
- Dalmia Cement Bharat India
- Lanco Infratech Ltd - India
- Mjunction Services Limited - India
- Sakthi Sugars Limited - India
- OPG Power Generation Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Port Waratah Coal Services - Australia
- Kapuas Tunggal Persada - Indonesia
- Savvy Resources Ltd - HongKong
- Central Electricity Authority - India
- Bukit Asam (Persero) Tbk - Indonesia
- ICICI Bank Limited - India
- Latin American Coal - Colombia
- Kartika Selabumi Mining - Indonesia
- Tata Chemicals Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Cement Manufacturers Association - India
- Timah Investasi Mineral - Indoneisa
- Mercator Lines Limited - India
- Heidelberg Cement - Germany
- Bharathi Cement Corporation - India
- Minerals Council of Australia
- Kumho Petrochemical, South Korea
- GVK Power & Infra Limited - India
- ASAPP Information Group - India
- Leighton Contractors Pty Ltd - Australia
- Central Java Power - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- PNOC Exploration Corporation - Philippines
- Samtan Co., Ltd - South Korea
- GAC Shipping (India) Pvt Ltd
- Bhatia International Limited - India
- Aditya Birla Group - India
- The Treasury - Australian Government
- Bahari Cakrawala Sebuku - Indonesia
- Energy Link Ltd, New Zealand
- Kobexindo Tractors - Indoneisa
- Thai Mozambique Logistica
- Bank of Tokyo Mitsubishi UFJ Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Sree Jayajothi Cements Limited - India
- The State Trading Corporation of India Ltd
- Meenaskhi Energy Private Limited - India
- Sinarmas Energy and Mining - Indonesia
- Mercuria Energy - Indonesia
- Parliament of New Zealand
- Coalindo Energy - Indonesia
- Orica Mining Services - Indonesia
- Indonesian Coal Mining Association
- International Coal Ventures Pvt Ltd - India
- Bhushan Steel Limited - India
- The University of Queensland
- Ambuja Cements Ltd - India
- Globalindo Alam Lestari - Indonesia
- Indika Energy - Indonesia
- Ministry of Finance - Indonesia
- MS Steel International - UAE
- Standard Chartered Bank - UAE
- India Bulls Power Limited - India
- Gujarat Sidhee Cement - India
- Independent Power Producers Association of India
- McConnell Dowell - Australia
- Economic Council, Georgia
- New Zealand Coal & Carbon
- Directorate General of MIneral and Coal - Indonesia
- Oldendorff Carriers - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Transport, Egypt
- Trasteel International SA, Italy
- Formosa Plastics Group - Taiwan
- Krishnapatnam Port Company Ltd. - India
- Africa Commodities Group - South Africa
- Indian Energy Exchange, India
- CIMB Investment Bank - Malaysia
- Singapore Mercantile Exchange
- Electricity Authority, New Zealand
- Straits Asia Resources Limited - Singapore
- Kideco Jaya Agung - Indonesia
- Binh Thuan Hamico - Vietnam
- Orica Australia Pty. Ltd.
- Chettinad Cement Corporation Ltd - India
- Interocean Group of Companies - India
- Miang Besar Coal Terminal - Indonesia
- Coal and Oil Company - UAE
- South Luzon Thermal Energy Corporation
- Jorong Barutama Greston.PT - Indonesia
- Agrawal Coal Company - India
- Rio Tinto Coal - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Simpson Spence & Young - Indonesia
- Medco Energi Mining Internasional
- Essar Steel Hazira Ltd - India
- Kaltim Prima Coal - Indonesia
- Power Finance Corporation Ltd., India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- AsiaOL BioFuels Corp., Philippines
- Bayan Resources Tbk. - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Aboitiz Power Corporation - Philippines
- Semirara Mining Corp, Philippines
- White Energy Company Limited
- Ind-Barath Power Infra Limited - India
- Thiess Contractors Indonesia
- Bhoruka Overseas - Indonesia
- Global Green Power PLC Corporation, Philippines
- Makarim & Taira - Indonesia
- Global Business Power Corporation, Philippines
- Goldman Sachs - Singapore
- Siam City Cement PLC, Thailand
- Salva Resources Pvt Ltd - India
- Meralco Power Generation, Philippines
- Global Coal Blending Company Limited - Australia
- Tamil Nadu electricity Board
- Rashtriya Ispat Nigam Limited - India
- Iligan Light & Power Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- Jaiprakash Power Ventures ltd
- Petron Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jindal Steel & Power Ltd - India
- Uttam Galva Steels Limited - India
- Marubeni Corporation - India
- Attock Cement Pakistan Limited
- Chamber of Mines of South Africa
- CNBM International Corporation - China
- Therma Luzon, Inc, Philippines
- PowerSource Philippines DevCo
- Bukit Makmur.PT - Indonesia
- Baramulti Group, Indonesia
- Star Paper Mills Limited - India
- Maheswari Brothers Coal Limited - India
- Eastern Coal Council - USA
- Commonwealth Bank - Australia
- Toyota Tsusho Corporation, Japan
- Antam Resourcindo - Indonesia
- Videocon Industries ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Siam City Cement - Thailand
- LBH Netherlands Bv - Netherlands
- Bulk Trading Sa - Switzerland
- Grasim Industreis Ltd - India
- GMR Energy Limited - India
- Ministry of Mines - Canada
- Alfred C Toepfer International GmbH - Germany
- Carbofer General Trading SA - India
- Barasentosa Lestari - Indonesia
- Eastern Energy - Thailand
- Sarangani Energy Corporation, Philippines
- Edison Trading Spa - Italy
- Anglo American - United Kingdom
- Kepco SPC Power Corporation, Philippines
- Energy Development Corp, Philippines
- Madhucon Powers Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Directorate Of Revenue Intelligence - India
- Larsen & Toubro Limited - India
- Metalloyd Limited - United Kingdom
- Pipit Mutiara Jaya. PT, Indonesia
- VISA Power Limited - India
- PetroVietnam Power Coal Import and Supply Company
- London Commodity Brokers - England
- Maharashtra Electricity Regulatory Commission - India
- Renaissance Capital - South Africa
- Merrill Lynch Commodities Europe
- Karbindo Abesyapradhi - Indoneisa
- Holcim Trading Pte Ltd - Singapore
- SMC Global Power, Philippines
- SN Aboitiz Power Inc, Philippines
- Indian Oil Corporation Limited
- IHS Mccloskey Coal Group - USA
- Parry Sugars Refinery, India
- Xindia Steels Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Romanian Commodities Exchange
- Australian Coal Association
- Malabar Cements Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Bangladesh Power Developement Board
- TeaM Sual Corporation - Philippines
- Wood Mackenzie - Singapore
- Vedanta Resources Plc - India
- SMG Consultants - Indonesia
- Borneo Indobara - Indonesia
- Sical Logistics Limited - India
- Wilmar Investment Holdings
- Georgia Ports Authority, United States
- Indo Tambangraya Megah - Indonesia
- Deloitte Consulting - India
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