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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, 10 April 20
INDIA'S BULKS SUPPLY CHAIN TAKES A HIT DURING LOCKDOWN - WOOD MACKENZIE
India is under a three-week lockdown from 25 March to contain the spread of the coronavirus outbreak. Businesses are shut, and the supply chain is ...
Thursday, 09 April 20
SUSPENSION OF WRONGFUL TRADING IN LIGHT OF COVID 19 - WF&W
KNOWLEDGE TO ELEVATE
DIRECTORS’ PERSONAL LIABILITY FOR WRONGFUL TRADING – RELIEF DURING THE CORONAVIRUS CRISIS
As the UK&rsquo ...
Wednesday, 08 April 20
LESSONS LEARNED FROM SCRUBBER INSTALLATION AND OPERATION - ABS
KNOWLEDGE TO ELEVATE
At the beginning of this year, the IMO’s global sulfur cap on marine fuels entered into force and shipowners who ch ...
Wednesday, 08 April 20
MARKET INSIGHT - INTERMODAL
With lockdown measures around the globe tightening during the last weeks of Q1, there is finally a feeling that most countries are slowly but stead ...
Tuesday, 07 April 20
SHIPPING MARKET ANALYSIS - ALLIED
With the first quarter of 2020 now firmly written in the books, it is worth examining what we have witnessed so far in the tanker market. Undoubted ...
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Showing 1021 to 1025 news of total 6871 |
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- Asia Pacific Energy Resources Ventures Inc, Philippines
- Wilmar Investment Holdings
- Jaiprakash Power Ventures ltd
- The State Trading Corporation of India Ltd
- Kapuas Tunggal Persada - Indonesia
- Commonwealth Bank - Australia
- Georgia Ports Authority, United States
- Pendopo Energi Batubara - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Dalmia Cement Bharat India
- New Zealand Coal & Carbon
- Kepco SPC Power Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Cement Manufacturers Association - India
- Ind-Barath Power Infra Limited - India
- Formosa Plastics Group - Taiwan
- Sarangani Energy Corporation, Philippines
- IEA Clean Coal Centre - UK
- Holcim Trading Pte Ltd - Singapore
- London Commodity Brokers - England
- Gujarat Sidhee Cement - India
- PNOC Exploration Corporation - Philippines
- Deloitte Consulting - India
- Directorate Of Revenue Intelligence - India
- Videocon Industries ltd - India
- Indonesian Coal Mining Association
- Metalloyd Limited - United Kingdom
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Simpson Spence & Young - Indonesia
- Standard Chartered Bank - UAE
- Ministry of Mines - Canada
- San Jose City I Power Corp, Philippines
- Sree Jayajothi Cements Limited - India
- Aditya Birla Group - India
- Asmin Koalindo Tuhup - Indonesia
- Minerals Council of Australia
- Sical Logistics Limited - India
- Central Java Power - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tamil Nadu electricity Board
- Global Green Power PLC Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Orica Mining Services - Indonesia
- IHS Mccloskey Coal Group - USA
- Maharashtra Electricity Regulatory Commission - India
- Kumho Petrochemical, South Korea
- Larsen & Toubro Limited - India
- Singapore Mercantile Exchange
- Lanco Infratech Ltd - India
- Binh Thuan Hamico - Vietnam
- Billiton Holdings Pty Ltd - Australia
- Anglo American - United Kingdom
- Ambuja Cements Ltd - India
- Madhucon Powers Ltd - India
- Ministry of Transport, Egypt
- Siam City Cement PLC, Thailand
- Malabar Cements Ltd - India
- Makarim & Taira - Indonesia
- Siam City Cement - Thailand
- SMG Consultants - Indonesia
- Vedanta Resources Plc - India
- Savvy Resources Ltd - HongKong
- Samtan Co., Ltd - South Korea
- White Energy Company Limited
- Bhoruka Overseas - Indonesia
- Maheswari Brothers Coal Limited - India
- Marubeni Corporation - India
- Energy Development Corp, Philippines
- Kobexindo Tractors - Indoneisa
- GVK Power & Infra Limited - India
- GAC Shipping (India) Pvt Ltd
- Meenaskhi Energy Private Limited - India
- Meralco Power Generation, Philippines
- Goldman Sachs - Singapore
- Mercuria Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- Jindal Steel & Power Ltd - India
- Indika Energy - Indonesia
- GMR Energy Limited - India
- Gujarat Electricity Regulatory Commission - India
- Central Electricity Authority - India
- Medco Energi Mining Internasional
- Xindia Steels Limited - India
- Semirara Mining and Power Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Iligan Light & Power Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Coal and Oil Company - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- Global Coal Blending Company Limited - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Neyveli Lignite Corporation Ltd, - India
- Australian Coal Association
- South Luzon Thermal Energy Corporation
- PowerSource Philippines DevCo
- Carbofer General Trading SA - India
- International Coal Ventures Pvt Ltd - India
- Star Paper Mills Limited - India
- Coalindo Energy - Indonesia
- Eastern Energy - Thailand
- Bulk Trading Sa - Switzerland
- Bukit Makmur.PT - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Tata Chemicals Ltd - India
- Essar Steel Hazira Ltd - India
- MS Steel International - UAE
- Leighton Contractors Pty Ltd - Australia
- CIMB Investment Bank - Malaysia
- Baramulti Group, Indonesia
- Timah Investasi Mineral - Indoneisa
- Romanian Commodities Exchange
- Ministry of Finance - Indonesia
- SMC Global Power, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Borneo Indobara - Indonesia
- Barasentosa Lestari - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- McConnell Dowell - Australia
- Karaikal Port Pvt Ltd - India
- Rio Tinto Coal - Australia
- Banpu Public Company Limited - Thailand
- Kideco Jaya Agung - Indonesia
- Eastern Coal Council - USA
- Manunggal Multi Energi - Indonesia
- SN Aboitiz Power Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Semirara Mining Corp, Philippines
- Global Business Power Corporation, Philippines
- Renaissance Capital - South Africa
- Posco Energy - South Korea
- Sakthi Sugars Limited - India
- Energy Link Ltd, New Zealand
- Vizag Seaport Private Limited - India
- Edison Trading Spa - Italy
- Sindya Power Generating Company Private Ltd
- Bangladesh Power Developement Board
- Toyota Tsusho Corporation, Japan
- Agrawal Coal Company - India
- Africa Commodities Group - South Africa
- Sinarmas Energy and Mining - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Riau Bara Harum - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Heidelberg Cement - Germany
- Thai Mozambique Logistica
- Gujarat Mineral Development Corp Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- ICICI Bank Limited - India
- Kohat Cement Company Ltd. - Pakistan
- ASAPP Information Group - India
- The Treasury - Australian Government
- Economic Council, Georgia
- Therma Luzon, Inc, Philippines
- Mercator Lines Limited - India
- Orica Australia Pty. Ltd.
- Globalindo Alam Lestari - Indonesia
- TeaM Sual Corporation - Philippines
- Merrill Lynch Commodities Europe
- Bhushan Steel Limited - India
- Coastal Gujarat Power Limited - India
- Uttam Galva Steels Limited - India
- Grasim Industreis Ltd - India
- Mjunction Services Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Oldendorff Carriers - Singapore
- Power Finance Corporation Ltd., India
- Straits Asia Resources Limited - Singapore
- Cigading International Bulk Terminal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- Sojitz Corporation - Japan
- Wood Mackenzie - Singapore
- VISA Power Limited - India
- Antam Resourcindo - Indonesia
- Chettinad Cement Corporation Ltd - India
- Bharathi Cement Corporation - India
- OPG Power Generation Pvt Ltd - India
- Altura Mining Limited, Indonesia
- India Bulls Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- Petron Corporation, Philippines
- Latin American Coal - Colombia
- Electricity Generating Authority of Thailand
- Ceylon Electricity Board - Sri Lanka
- Port Waratah Coal Services - Australia
- Krishnapatnam Port Company Ltd. - India
- Indogreen Group - Indonesia
- Salva Resources Pvt Ltd - India
- Planning Commission, India
- Chamber of Mines of South Africa
- Attock Cement Pakistan Limited
- Directorate General of MIneral and Coal - Indonesia
- Price Waterhouse Coopers - Russia
- Parliament of New Zealand
- Independent Power Producers Association of India
- Thiess Contractors Indonesia
- Indian Energy Exchange, India
- Aboitiz Power Corporation - Philippines
- Mintek Dendrill Indonesia
- AsiaOL BioFuels Corp., Philippines
- CNBM International Corporation - China
- The University of Queensland
- Bhatia International Limited - India
- Interocean Group of Companies - India
- Australian Commodity Traders Exchange
- Indian Oil Corporation Limited
- Bukit Baiduri Energy - Indonesia
- PTC India Limited - India
- Intertek Mineral Services - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Parry Sugars Refinery, India
- Electricity Authority, New Zealand
- Bayan Resources Tbk. - Indonesia
- Trasteel International SA, Italy
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