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Wednesday, 12 February 20
CHANGES IN LNG MARKET COULD UNDERCUT PLANS FOR NEW JAPANESE COAL PLANTS - CLYDE RUSSELL
Reuters: Clyde Russell
The collapse in the spot price of liquefied natural gas (LNG) in Asia is a short-term phenomenon that may well end up having a longer-term impact, especially on thermal coal.
The spot price dropped to $2.95 per million British thermal units (mmBtu) for the week ended Feb. 7, the lowest price in records stretching back to 2010. It has lost 57% of its value since the pre-winter peak of $6.80 per mmBtu in mid-October, and is down 74% from the peak price in 2018 and 86% from the all-time high from February 2014.
While it’s unlikely that spot LNG prices will stay at the current depressed levels indefinitely, the trend toward structurally lower prices appears sustainable. There is still no shortage of LNG projects being built, with 17 million tonnes of capacity due to be commissioned this year alone, and considerably more likely in the next five years, as projects from Russia to East Africa start to come online.
This supply surge is likely to have two impacts on prices. Firstly, it will ensure that spot prices remain under downward pressure, and secondly, it will likely accelerate the shift away from long-term, oil-linked contracts to shorter-term, more flexibly priced deals.
This change in the way LNG is priced should give pause for considerable thought to any would-be developers of thermal coal power projects based on imported fuel in Asia, especially Japan. As a country that relies on imports for virtually all its energy, Japan has long prioritized security of supply and diversity in its energy mix. But perhaps the sands have shifted enough to lead to a re-think.
It would in all likelihood be possible to sign long-term or medium-term LNG supply pacts that are not linked to the price of crude oil, but rather to other instruments such as U.S. Henry Hub natural gas, or European gas prices, or even seaborne thermal coal costs. This could give Japan the security of supply it desires, but virtually eliminate the problem LNG has always had, its high cost relative to thermal coal.
Source: IEEFA | Reuters
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Friday, 17 April 20
PANDEMIC TO BRING ASIA'S 2020 GROWTH TO HALT FOR 1ST TIME IN 60 YEARS - IMF: REUTERS
Asia’s economic growth this year will grind to a halt for the first time in 60 years, as the coronavirus crisis takes an “unprecedented ...
Friday, 17 April 20
OPEC BRACES FOR OIL MARKET'S "HISTORIC SHOCK"
OPEC released its much anticipated April monthly report.
Crude Oil Price Movements
Crude oil prices collapsed in March 2020, rec ...
Friday, 17 April 20
SAUDI ARABIA'S MAY 2020 OSPS FOR CRUDE EXPORTS BODE WELL FOR ASIAN REFINERS - WOOD MACKENZIE
On 13 April, Saudi Arabia announced the Official Selling Prices (OSPs) for its May crude oil exports. The new OSPs speak volumes about Saudi Arabia ...
Friday, 17 April 20
SEABORNE COAL PRICES UNDER PRESSURE AS DEMAND SOFTENS IN CHINA, INDIA - CLYDE RUSSELL
Worrying signs are emerging for coal exporters to the world’s biggest markets in Asia, as top buyers China and India move to favour domestic ...
Thursday, 16 April 20
THERMAL POWER SECTOR FACES BLEAK SCENARIO POST-COVID SITUATION - THE HINDU BUSINESS LINE
The centre should take a fresh look at coal-energy value chain as the sector tops the chart on loan defaults.
Covid-19 may have serv ...
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Showing 1011 to 1015 news of total 6871 |
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- Kapuas Tunggal Persada - Indonesia
- IHS Mccloskey Coal Group - USA
- Baramulti Group, Indonesia
- Videocon Industries ltd - India
- Xindia Steels Limited - India
- Kartika Selabumi Mining - Indonesia
- Kideco Jaya Agung - Indonesia
- Formosa Plastics Group - Taiwan
- CNBM International Corporation - China
- Jorong Barutama Greston.PT - Indonesia
- ICICI Bank Limited - India
- Trasteel International SA, Italy
- Central Electricity Authority - India
- Energy Development Corp, Philippines
- Simpson Spence & Young - Indonesia
- Ministry of Transport, Egypt
- Manunggal Multi Energi - Indonesia
- Renaissance Capital - South Africa
- Sree Jayajothi Cements Limited - India
- Bulk Trading Sa - Switzerland
- McConnell Dowell - Australia
- Barasentosa Lestari - Indonesia
- SMC Global Power, Philippines
- Globalindo Alam Lestari - Indonesia
- Altura Mining Limited, Indonesia
- PowerSource Philippines DevCo
- Rashtriya Ispat Nigam Limited - India
- Ambuja Cements Ltd - India
- Central Java Power - Indonesia
- Electricity Authority, New Zealand
- Australian Coal Association
- Oldendorff Carriers - Singapore
- Orica Mining Services - Indonesia
- San Jose City I Power Corp, Philippines
- White Energy Company Limited
- The University of Queensland
- Planning Commission, India
- GAC Shipping (India) Pvt Ltd
- Romanian Commodities Exchange
- Jaiprakash Power Ventures ltd
- Chettinad Cement Corporation Ltd - India
- ASAPP Information Group - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GMR Energy Limited - India
- CIMB Investment Bank - Malaysia
- Directorate General of MIneral and Coal - Indonesia
- Antam Resourcindo - Indonesia
- Thiess Contractors Indonesia
- Leighton Contractors Pty Ltd - Australia
- Siam City Cement PLC, Thailand
- Bharathi Cement Corporation - India
- Bukit Baiduri Energy - Indonesia
- Thai Mozambique Logistica
- Essar Steel Hazira Ltd - India
- Salva Resources Pvt Ltd - India
- Heidelberg Cement - Germany
- Timah Investasi Mineral - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- Africa Commodities Group - South Africa
- Uttam Galva Steels Limited - India
- Intertek Mineral Services - Indonesia
- Indogreen Group - Indonesia
- Indian Energy Exchange, India
- The State Trading Corporation of India Ltd
- Asmin Koalindo Tuhup - Indonesia
- Electricity Generating Authority of Thailand
- Coalindo Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Indian Oil Corporation Limited
- Chamber of Mines of South Africa
- Samtan Co., Ltd - South Korea
- SMG Consultants - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Cement Manufacturers Association - India
- Sarangani Energy Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Sojitz Corporation - Japan
- Sical Logistics Limited - India
- Gujarat Sidhee Cement - India
- Mercuria Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- PTC India Limited - India
- Global Coal Blending Company Limited - Australia
- Banpu Public Company Limited - Thailand
- Therma Luzon, Inc, Philippines
- Minerals Council of Australia
- Straits Asia Resources Limited - Singapore
- Marubeni Corporation - India
- Merrill Lynch Commodities Europe
- Bangladesh Power Developement Board
- Indo Tambangraya Megah - Indonesia
- Meenaskhi Energy Private Limited - India
- VISA Power Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Alfred C Toepfer International GmbH - Germany
- Tamil Nadu electricity Board
- Coal and Oil Company - UAE
- Georgia Ports Authority, United States
- Bukit Makmur.PT - Indonesia
- MS Steel International - UAE
- Sindya Power Generating Company Private Ltd
- PNOC Exploration Corporation - Philippines
- Bhatia International Limited - India
- Wilmar Investment Holdings
- Savvy Resources Ltd - HongKong
- OPG Power Generation Pvt Ltd - India
- Global Business Power Corporation, Philippines
- New Zealand Coal & Carbon
- Latin American Coal - Colombia
- The Treasury - Australian Government
- Larsen & Toubro Limited - India
- Star Paper Mills Limited - India
- Kaltim Prima Coal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- London Commodity Brokers - England
- Dalmia Cement Bharat India
- Aboitiz Power Corporation - Philippines
- Edison Trading Spa - Italy
- Jindal Steel & Power Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Siam City Cement - Thailand
- LBH Netherlands Bv - Netherlands
- Karaikal Port Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Aditya Birla Group - India
- Vedanta Resources Plc - India
- Economic Council, Georgia
- PetroVietnam Power Coal Import and Supply Company
- Agrawal Coal Company - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Grasim Industreis Ltd - India
- Kumho Petrochemical, South Korea
- Petrochimia International Co. Ltd.- Taiwan
- Pipit Mutiara Jaya. PT, Indonesia
- Bhoruka Overseas - Indonesia
- Commonwealth Bank - Australia
- Maheswari Brothers Coal Limited - India
- Global Green Power PLC Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Directorate Of Revenue Intelligence - India
- Ceylon Electricity Board - Sri Lanka
- Indika Energy - Indonesia
- Carbofer General Trading SA - India
- Singapore Mercantile Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- SN Aboitiz Power Inc, Philippines
- Standard Chartered Bank - UAE
- Kepco SPC Power Corporation, Philippines
- Parliament of New Zealand
- South Luzon Thermal Energy Corporation
- Tata Chemicals Ltd - India
- Deloitte Consulting - India
- Billiton Holdings Pty Ltd - Australia
- European Bulk Services B.V. - Netherlands
- India Bulls Power Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Goldman Sachs - Singapore
- Wood Mackenzie - Singapore
- TeaM Sual Corporation - Philippines
- Australian Commodity Traders Exchange
- Karbindo Abesyapradhi - Indoneisa
- Krishnapatnam Port Company Ltd. - India
- Neyveli Lignite Corporation Ltd, - India
- Port Waratah Coal Services - Australia
- Toyota Tsusho Corporation, Japan
- Power Finance Corporation Ltd., India
- Anglo American - United Kingdom
- Ind-Barath Power Infra Limited - India
- Meralco Power Generation, Philippines
- Energy Link Ltd, New Zealand
- Iligan Light & Power Inc, Philippines
- Makarim & Taira - Indonesia
- Mercator Lines Limited - India
- Independent Power Producers Association of India
- Binh Thuan Hamico - Vietnam
- Bhushan Steel Limited - India
- Ministry of Finance - Indonesia
- Eastern Energy - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Sakthi Sugars Limited - India
- Riau Bara Harum - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Eastern Coal Council - USA
- AsiaOL BioFuels Corp., Philippines
- Interocean Group of Companies - India
- Semirara Mining Corp, Philippines
- Medco Energi Mining Internasional
- International Coal Ventures Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- Posco Energy - South Korea
- Maharashtra Electricity Regulatory Commission - India
- Orica Australia Pty. Ltd.
- GVK Power & Infra Limited - India
- Malabar Cements Ltd - India
- Vizag Seaport Private Limited - India
- Holcim Trading Pte Ltd - Singapore
- Kobexindo Tractors - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- IEA Clean Coal Centre - UK
- Attock Cement Pakistan Limited
- Metalloyd Limited - United Kingdom
- Mjunction Services Limited - India
- Parry Sugars Refinery, India
- Rio Tinto Coal - Australia
- Petron Corporation, Philippines
- Lanco Infratech Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Indonesian Coal Mining Association
- Madhucon Powers Ltd - India
- Borneo Indobara - Indonesia
- Ministry of Mines - Canada
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