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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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Thursday, 16 April 20
CHINA'S BENCHMARK POWER COAL PRICE FALLS 5 YUAN PER TONNE - XINHUA
China’s benchmark power coal price fell by 5 yuan (about 70 U.S. cents) per tonne during the past week.
The Bohai-Rim Steam-Co ...
Thursday, 16 April 20
MARKET INSIGHT - INTERMODAL
As everyone anticipated the results of the OPEC + G20 meeting last week, it was very interesting to watch the reaction of tanker rates that were in ...
Monday, 13 April 20
SUPRAMAX: A 56,000DWT SHIP WAS FIXED DELIVERY PARADIP, REDELIVERY CHINA, AT $4,700 - BALTIC BRIEFING
Capesize
The Capesize market this past week looks to have come off life support and found some improved sentiment. The week began rather ordina ...
Saturday, 11 April 20
FAQ: COVID-19 AND CLUB COVER - UK P&I
KNOWLEDGE TO ELEVATE
The Coronavirus (COVID-19) pandemic has generated a significant number of enquiries and questions from Members in recent ...
Saturday, 11 April 20
KOEN POWER PLANTS INVITED BIDS FOR 1.5 -1.62 MMT OF STEAM COAL
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) has issued an international tender for 1,500,000-1,620,000 Metric Tons (M ...
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- Coalindo Energy - Indonesia
- Xindia Steels Limited - India
- Makarim & Taira - Indonesia
- PTC India Limited - India
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- Indian Oil Corporation Limited
- Anglo American - United Kingdom
- Parry Sugars Refinery, India
- Parliament of New Zealand
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- McConnell Dowell - Australia
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- European Bulk Services B.V. - Netherlands
- Australian Coal Association
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- The State Trading Corporation of India Ltd
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- Iligan Light & Power Inc, Philippines
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- Electricity Generating Authority of Thailand
- Central Electricity Authority - India
- Therma Luzon, Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Wood Mackenzie - Singapore
- Petron Corporation, Philippines
- Rio Tinto Coal - Australia
- Bayan Resources Tbk. - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Vedanta Resources Plc - India
- LBH Netherlands Bv - Netherlands
- Vizag Seaport Private Limited - India
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- Timah Investasi Mineral - Indoneisa
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- Uttam Galva Steels Limited - India
- Metalloyd Limited - United Kingdom
- Heidelberg Cement - Germany
- Ambuja Cements Ltd - India
- Mercator Lines Limited - India
- Kalimantan Lumbung Energi - Indonesia
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- Bahari Cakrawala Sebuku - Indonesia
- Australian Commodity Traders Exchange
- Latin American Coal - Colombia
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- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Finance - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Coal Blending Company Limited - Australia
- Malabar Cements Ltd - India
- Edison Trading Spa - Italy
- Essar Steel Hazira Ltd - India
- Global Green Power PLC Corporation, Philippines
- MS Steel International - UAE
- Vijayanagar Sugar Pvt Ltd - India
- Trasteel International SA, Italy
- Maharashtra Electricity Regulatory Commission - India
- Global Business Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Sakthi Sugars Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Formosa Plastics Group - Taiwan
- Ceylon Electricity Board - Sri Lanka
- Attock Cement Pakistan Limited
- Mercuria Energy - Indonesia
- Orica Mining Services - Indonesia
- India Bulls Power Limited - India
- Ministry of Mines - Canada
- Port Waratah Coal Services - Australia
- The Treasury - Australian Government
- CNBM International Corporation - China
- Krishnapatnam Port Company Ltd. - India
- Bhushan Steel Limited - India
- Binh Thuan Hamico - Vietnam
- Salva Resources Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Baramulti Group, Indonesia
- Neyveli Lignite Corporation Ltd, - India
- CIMB Investment Bank - Malaysia
- Price Waterhouse Coopers - Russia
- TNB Fuel Sdn Bhd - Malaysia
- Miang Besar Coal Terminal - Indonesia
- Africa Commodities Group - South Africa
- Goldman Sachs - Singapore
- Sindya Power Generating Company Private Ltd
- Commonwealth Bank - Australia
- Cigading International Bulk Terminal - Indonesia
- Indian Energy Exchange, India
- Jorong Barutama Greston.PT - Indonesia
- Larsen & Toubro Limited - India
- Jaiprakash Power Ventures ltd
- Standard Chartered Bank - UAE
- GN Power Mariveles Coal Plant, Philippines
- Directorate Of Revenue Intelligence - India
- Madhucon Powers Ltd - India
- London Commodity Brokers - England
- Bhatia International Limited - India
- Bharathi Cement Corporation - India
- SMC Global Power, Philippines
- OPG Power Generation Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Carbofer General Trading SA - India
- Sinarmas Energy and Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- Indika Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Kapuas Tunggal Persada - Indonesia
- The University of Queensland
- New Zealand Coal & Carbon
- Kideco Jaya Agung - Indonesia
- Altura Mining Limited, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Banpu Public Company Limited - Thailand
- Maheswari Brothers Coal Limited - India
- Eastern Energy - Thailand
- VISA Power Limited - India
- Siam City Cement PLC, Thailand
- Renaissance Capital - South Africa
- Bangladesh Power Developement Board
- Savvy Resources Ltd - HongKong
- Gujarat Mineral Development Corp Ltd - India
- White Energy Company Limited
- Leighton Contractors Pty Ltd - Australia
- Chamber of Mines of South Africa
- Chettinad Cement Corporation Ltd - India
- GMR Energy Limited - India
- Power Finance Corporation Ltd., India
- Aboitiz Power Corporation - Philippines
- SMG Consultants - Indonesia
- Deloitte Consulting - India
- Planning Commission, India
- Holcim Trading Pte Ltd - Singapore
- Indonesian Coal Mining Association
- GVK Power & Infra Limited - India
- Sical Logistics Limited - India
- Jindal Steel & Power Ltd - India
- Aditya Birla Group - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Antam Resourcindo - Indonesia
- Pendopo Energi Batubara - Indonesia
- Lanco Infratech Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Meenaskhi Energy Private Limited - India
- Economic Council, Georgia
- Semirara Mining Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Bukit Makmur.PT - Indonesia
- Georgia Ports Authority, United States
- Coal and Oil Company - UAE
- Meralco Power Generation, Philippines
- Independent Power Producers Association of India
- Bulk Trading Sa - Switzerland
- Bukit Baiduri Energy - Indonesia
- Riau Bara Harum - Indonesia
- AsiaOL BioFuels Corp., Philippines
- South Luzon Thermal Energy Corporation
- Orica Australia Pty. Ltd.
- International Coal Ventures Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Romanian Commodities Exchange
- Kumho Petrochemical, South Korea
- Eastern Coal Council - USA
- TeaM Sual Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- ICICI Bank Limited - India
- Singapore Mercantile Exchange
- Ministry of Transport, Egypt
- Samtan Co., Ltd - South Korea
- Mintek Dendrill Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement - Thailand
- Karaikal Port Pvt Ltd - India
- Thiess Contractors Indonesia
- IHS Mccloskey Coal Group - USA
- Minerals Council of Australia
- Posco Energy - South Korea
- Interocean Group of Companies - India
- San Jose City I Power Corp, Philippines
- Sree Jayajothi Cements Limited - India
- Tata Chemicals Ltd - India
- Indogreen Group - Indonesia
- Oldendorff Carriers - Singapore
- Manunggal Multi Energi - Indonesia
- Energy Development Corp, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Central Java Power - Indonesia
- SN Aboitiz Power Inc, Philippines
- Barasentosa Lestari - Indonesia
- Medco Energi Mining Internasional
- Bhoruka Overseas - Indonesia
- Grasim Industreis Ltd - India
- ASAPP Information Group - India
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