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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, 03 April 20
CHINA'S BENCHMARK POWER COAL PRICE DROPS SLIGHTLY - XINHUA
China’s benchmark power coal price dropped slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge ...
Wednesday, 01 April 20
TRADERS SCRAMBLE TO SELL CHEAP CRUDE CARGOES AS GLUT GROWS - REUTERS
Oil traders across the globe are offering cargoes far in advance as rapidly vanishing demand drives key physical crude prices to multi-decade lows, ...
Wednesday, 01 April 20
MARKET INSIGHT - INTERMODAL
There is an old, allegedly Chinese, saying suggesting that living in “interesting” times usually refers to times of trouble. The latest ...
Tuesday, 31 March 20
FREIGHT MARKET: DRY BULKERS - SPOT MARKET 23-29 MARCH 2020
Capesize
The rebound in freight rates resumed this past week, with rates man-aging to post further gains by week’s end. The BCI is in negat ...
Tuesday, 31 March 20
DRY BULK: Q1 HAS BEEN THE WORST QUARTER NOTED FOR MORE THAN 3 YEARS NOW - ALLIED RESEARCH
At this point, the Covid-19 pandemic seems to be monopolizing all market (as well as all other) discussions across the world and any market insight ...
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- Georgia Ports Authority, United States
- Chamber of Mines of South Africa
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- Standard Chartered Bank - UAE
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- London Commodity Brokers - England
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- AsiaOL BioFuels Corp., Philippines
- Australian Commodity Traders Exchange
- Kobexindo Tractors - Indoneisa
- Attock Cement Pakistan Limited
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- Australian Coal Association
- Ministry of Transport, Egypt
- Global Business Power Corporation, Philippines
- IEA Clean Coal Centre - UK
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Meralco Power Generation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Dalmia Cement Bharat India
- Sindya Power Generating Company Private Ltd
- Larsen & Toubro Limited - India
- Eastern Coal Council - USA
- GMR Energy Limited - India
- GAC Shipping (India) Pvt Ltd
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- Independent Power Producers Association of India
- Trasteel International SA, Italy
- CIMB Investment Bank - Malaysia
- Barasentosa Lestari - Indonesia
- Grasim Industreis Ltd - India
- Xindia Steels Limited - India
- Formosa Plastics Group - Taiwan
- Antam Resourcindo - Indonesia
- Sarangani Energy Corporation, Philippines
- Mercator Lines Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Aditya Birla Group - India
- Semirara Mining Corp, Philippines
- Coastal Gujarat Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- Rio Tinto Coal - Australia
- Vijayanagar Sugar Pvt Ltd - India
- SMC Global Power, Philippines
- Kumho Petrochemical, South Korea
- Riau Bara Harum - Indonesia
- Coal and Oil Company - UAE
- Electricity Authority, New Zealand
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- Heidelberg Cement - Germany
- Parliament of New Zealand
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- McConnell Dowell - Australia
- Kepco SPC Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Star Paper Mills Limited - India
- Mjunction Services Limited - India
- Rashtriya Ispat Nigam Limited - India
- Lanco Infratech Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jindal Steel & Power Ltd - India
- Sojitz Corporation - Japan
- Intertek Mineral Services - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Straits Asia Resources Limited - Singapore
- European Bulk Services B.V. - Netherlands
- Ministry of Finance - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Gujarat Sidhee Cement - India
- Parry Sugars Refinery, India
- Pendopo Energi Batubara - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Therma Luzon, Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Indian Energy Exchange, India
- Wilmar Investment Holdings
- TNB Fuel Sdn Bhd - Malaysia
- Malabar Cements Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Agrawal Coal Company - India
- Coalindo Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Aboitiz Power Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- IHS Mccloskey Coal Group - USA
- South Luzon Thermal Energy Corporation
- Salva Resources Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Directorate Of Revenue Intelligence - India
- Commonwealth Bank - Australia
- Goldman Sachs - Singapore
- Binh Thuan Hamico - Vietnam
- Madhucon Powers Ltd - India
- Power Finance Corporation Ltd., India
- Bulk Trading Sa - Switzerland
- Maheswari Brothers Coal Limited - India
- Thiess Contractors Indonesia
- Cement Manufacturers Association - India
- San Jose City I Power Corp, Philippines
- MS Steel International - UAE
- Interocean Group of Companies - India
- Directorate General of MIneral and Coal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Economic Council, Georgia
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- Ministry of Mines - Canada
- Energy Development Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Makarim & Taira - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- New Zealand Coal & Carbon
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- Global Green Power PLC Corporation, Philippines
- Baramulti Group, Indonesia
- Orica Australia Pty. Ltd.
- Africa Commodities Group - South Africa
- Thai Mozambique Logistica
- VISA Power Limited - India
- Samtan Co., Ltd - South Korea
- LBH Netherlands Bv - Netherlands
- The University of Queensland
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indian Oil Corporation Limited
- Global Coal Blending Company Limited - Australia
- Kartika Selabumi Mining - Indonesia
- ICICI Bank Limited - India
- Borneo Indobara - Indonesia
- Essar Steel Hazira Ltd - India
- Meenaskhi Energy Private Limited - India
- The State Trading Corporation of India Ltd
- Billiton Holdings Pty Ltd - Australia
- Anglo American - United Kingdom
- The Treasury - Australian Government
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- Tata Chemicals Ltd - India
- Indika Energy - Indonesia
- Orica Mining Services - Indonesia
- Merrill Lynch Commodities Europe
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Bangladesh Power Developement Board
- Cigading International Bulk Terminal - Indonesia
- Bhushan Steel Limited - India
- PTC India Limited - India
- ASAPP Information Group - India
- Bharathi Cement Corporation - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Savvy Resources Ltd - HongKong
- GN Power Mariveles Coal Plant, Philippines
- Tamil Nadu electricity Board
- Mintek Dendrill Indonesia
- India Bulls Power Limited - India
- Kaltim Prima Coal - Indonesia
- Sree Jayajothi Cements Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Bukit Baiduri Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Port Waratah Coal Services - Australia
- Holcim Trading Pte Ltd - Singapore
- White Energy Company Limited
- Ceylon Electricity Board - Sri Lanka
- Miang Besar Coal Terminal - Indonesia
- Ind-Barath Power Infra Limited - India
- Singapore Mercantile Exchange
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PowerSource Philippines DevCo
- Petrochimia International Co. Ltd.- Taiwan
- Videocon Industries ltd - India
- Jaiprakash Power Ventures ltd
- Bayan Resources Tbk. - Indonesia
- Vedanta Resources Plc - India
- Bukit Asam (Persero) Tbk - Indonesia
- SMG Consultants - Indonesia
- Bhatia International Limited - India
- Price Waterhouse Coopers - Russia
- Manunggal Multi Energi - Indonesia
- Siam City Cement PLC, Thailand
- Romanian Commodities Exchange
- Bhoruka Overseas - Indonesia
- Chettinad Cement Corporation Ltd - India
- Indo Tambangraya Megah - Indonesia
- Kideco Jaya Agung - Indonesia
- Indonesian Coal Mining Association
- Eastern Energy - Thailand
- Sakthi Sugars Limited - India
- Bukit Makmur.PT - Indonesia
- Wood Mackenzie - Singapore
- Medco Energi Mining Internasional
- Latin American Coal - Colombia
- GVK Power & Infra Limited - India
- Siam City Cement - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Central Electricity Authority - India
- Simpson Spence & Young - Indonesia
- CNBM International Corporation - China
- Sical Logistics Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Toyota Tsusho Corporation, Japan
- Petron Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Carbofer General Trading SA - India
- Jorong Barutama Greston.PT - Indonesia
- Iligan Light & Power Inc, Philippines
- Oldendorff Carriers - Singapore
- Karaikal Port Pvt Ltd - India
- Edison Trading Spa - Italy
- Minerals Council of Australia
- Planning Commission, India
- Renaissance Capital - South Africa
- Posco Energy - South Korea
- Deloitte Consulting - India
- International Coal Ventures Pvt Ltd - India
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