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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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Tuesday, 31 March 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.43 PCT - XINHUA
China Taiyuan coal transaction price index stood at 132.17 points Monday, down 0.43 percent week on week.
The index, released by Chi ...
Tuesday, 31 March 20
COAL POWER REMAINS IN GLOBAL DECLINE, DESPITE CHINESE SURGE - SYDNEY MORNING HERALD
The impact of coronavirus has prompted a surge in coal-fired power plant construction permits in China, with the Chinese government issuing more pe ...
Monday, 30 March 20
CORONAVIRUS - IMPLICATIONS FOR SHIPS AND CREW - GARD
KNOWLEDGE TO ELEVATE
Countries around the world are strengthening their border control measures in order to prevent the further spread of COVI ...
Monday, 30 March 20
LAY-UP AND RE-ACTIVATION REVISITED - GARD
KNOWLEDGE TO ELEVATE
The COVID-19 pandemic has affected the maritime industry in previously unthinkable ways. Ports around the world are denyi ...
Monday, 30 March 20
PANAMAX: INDONESIA LACKED VOLUME, PARTLY DUE TO FORCE MAJEURE IN INDIAN PORTS - BALTIC BRIEFING
Capesize
As Covid-19 continued to ratchet up tensions across the globe, the Cape market dealt with the change to remote working. Most regions o ...
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- Asmin Koalindo Tuhup - Indonesia
- Eastern Coal Council - USA
- Formosa Plastics Group - Taiwan
- Independent Power Producers Association of India
- Gujarat Mineral Development Corp Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Economic Council, Georgia
- Australian Commodity Traders Exchange
- Toyota Tsusho Corporation, Japan
- TNB Fuel Sdn Bhd - Malaysia
- Siam City Cement - Thailand
- Global Coal Blending Company Limited - Australia
- Directorate General of MIneral and Coal - Indonesia
- Edison Trading Spa - Italy
- Merrill Lynch Commodities Europe
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Salva Resources Pvt Ltd - India
- SMC Global Power, Philippines
- Bhoruka Overseas - Indonesia
- Sical Logistics Limited - India
- Siam City Cement PLC, Thailand
- Makarim & Taira - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- IEA Clean Coal Centre - UK
- MS Steel International - UAE
- Essar Steel Hazira Ltd - India
- TeaM Sual Corporation - Philippines
- Bukit Makmur.PT - Indonesia
- Globalindo Alam Lestari - Indonesia
- New Zealand Coal & Carbon
- Oldendorff Carriers - Singapore
- Videocon Industries ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Baiduri Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Indonesian Coal Mining Association
- International Coal Ventures Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- The University of Queensland
- Manunggal Multi Energi - Indonesia
- Iligan Light & Power Inc, Philippines
- Vedanta Resources Plc - India
- Billiton Holdings Pty Ltd - Australia
- Straits Asia Resources Limited - Singapore
- Port Waratah Coal Services - Australia
- Karbindo Abesyapradhi - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- Leighton Contractors Pty Ltd - Australia
- Dalmia Cement Bharat India
- Chamber of Mines of South Africa
- Meenaskhi Energy Private Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indika Energy - Indonesia
- Cement Manufacturers Association - India
- Aditya Birla Group - India
- VISA Power Limited - India
- Ministry of Mines - Canada
- Kideco Jaya Agung - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Carbofer General Trading SA - India
- India Bulls Power Limited - India
- Kapuas Tunggal Persada - Indonesia
- Kepco SPC Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Anglo American - United Kingdom
- Borneo Indobara - Indonesia
- Thai Mozambique Logistica
- Kumho Petrochemical, South Korea
- The Treasury - Australian Government
- Electricity Authority, New Zealand
- GVK Power & Infra Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indian Energy Exchange, India
- Therma Luzon, Inc, Philippines
- Interocean Group of Companies - India
- Thiess Contractors Indonesia
- Africa Commodities Group - South Africa
- Gujarat Electricity Regulatory Commission - India
- Krishnapatnam Port Company Ltd. - India
- Indo Tambangraya Megah - Indonesia
- The State Trading Corporation of India Ltd
- Bulk Trading Sa - Switzerland
- Commonwealth Bank - Australia
- Simpson Spence & Young - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Sakthi Sugars Limited - India
- Madhucon Powers Ltd - India
- Bayan Resources Tbk. - Indonesia
- Karaikal Port Pvt Ltd - India
- Parry Sugars Refinery, India
- Coal and Oil Company - UAE
- Samtan Co., Ltd - South Korea
- Directorate Of Revenue Intelligence - India
- ASAPP Information Group - India
- Marubeni Corporation - India
- Semirara Mining and Power Corporation, Philippines
- Wilmar Investment Holdings
- Baramulti Group, Indonesia
- Sree Jayajothi Cements Limited - India
- Semirara Mining Corp, Philippines
- Indian Oil Corporation Limited
- Indogreen Group - Indonesia
- Price Waterhouse Coopers - Russia
- Rio Tinto Coal - Australia
- Goldman Sachs - Singapore
- Sinarmas Energy and Mining - Indonesia
- Banpu Public Company Limited - Thailand
- Planning Commission, India
- Binh Thuan Hamico - Vietnam
- Orica Australia Pty. Ltd.
- Larsen & Toubro Limited - India
- Mintek Dendrill Indonesia
- Bhushan Steel Limited - India
- Antam Resourcindo - Indonesia
- Mercator Lines Limited - India
- Kobexindo Tractors - Indoneisa
- SMG Consultants - Indonesia
- Central Electricity Authority - India
- Sarangani Energy Corporation, Philippines
- Altura Mining Limited, Indonesia
- Posco Energy - South Korea
- Ministry of Transport, Egypt
- Miang Besar Coal Terminal - Indonesia
- Barasentosa Lestari - Indonesia
- Standard Chartered Bank - UAE
- Rashtriya Ispat Nigam Limited - India
- OPG Power Generation Pvt Ltd - India
- Ambuja Cements Ltd - India
- Minerals Council of Australia
- Timah Investasi Mineral - Indoneisa
- Attock Cement Pakistan Limited
- Eastern Energy - Thailand
- Xindia Steels Limited - India
- Australian Coal Association
- Energy Link Ltd, New Zealand
- Heidelberg Cement - Germany
- Kaltim Prima Coal - Indonesia
- Sojitz Corporation - Japan
- Kalimantan Lumbung Energi - Indonesia
- Romanian Commodities Exchange
- GAC Shipping (India) Pvt Ltd
- Latin American Coal - Colombia
- CNBM International Corporation - China
- Ceylon Electricity Board - Sri Lanka
- Aboitiz Power Corporation - Philippines
- Grasim Industreis Ltd - India
- Vizag Seaport Private Limited - India
- Renaissance Capital - South Africa
- Jorong Barutama Greston.PT - Indonesia
- Riau Bara Harum - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- San Jose City I Power Corp, Philippines
- Ministry of Finance - Indonesia
- LBH Netherlands Bv - Netherlands
- Metalloyd Limited - United Kingdom
- Ind-Barath Power Infra Limited - India
- Global Business Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Meralco Power Generation, Philippines
- Global Green Power PLC Corporation, Philippines
- Singapore Mercantile Exchange
- Petron Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- PTC India Limited - India
- London Commodity Brokers - England
- Kartika Selabumi Mining - Indonesia
- Mjunction Services Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- Jaiprakash Power Ventures ltd
- Coastal Gujarat Power Limited - India
- White Energy Company Limited
- Petrochimia International Co. Ltd.- Taiwan
- Malabar Cements Ltd - India
- Tamil Nadu electricity Board
- Jindal Steel & Power Ltd - India
- Coalindo Energy - Indonesia
- Tata Chemicals Ltd - India
- Electricity Generating Authority of Thailand
- Maharashtra Electricity Regulatory Commission - India
- Cigading International Bulk Terminal - Indonesia
- Deloitte Consulting - India
- Wood Mackenzie - Singapore
- Energy Development Corp, Philippines
- PowerSource Philippines DevCo
- Maheswari Brothers Coal Limited - India
- Medco Energi Mining Internasional
- Georgia Ports Authority, United States
- Pendopo Energi Batubara - Indonesia
- Agrawal Coal Company - India
- SN Aboitiz Power Inc, Philippines
- Orica Mining Services - Indonesia
- Bharathi Cement Corporation - India
- McConnell Dowell - Australia
- Power Finance Corporation Ltd., India
- Mercuria Energy - Indonesia
- Lanco Infratech Ltd - India
- Central Java Power - Indonesia
- GMR Energy Limited - India
- Uttam Galva Steels Limited - India
- Sindya Power Generating Company Private Ltd
- Savvy Resources Ltd - HongKong
- Trasteel International SA, Italy
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhatia International Limited - India
- ICICI Bank Limited - India
- Bangladesh Power Developement Board
- Gujarat Sidhee Cement - India
- Parliament of New Zealand
- South Luzon Thermal Energy Corporation
- GN Power Mariveles Coal Plant, Philippines
- Star Paper Mills Limited - India
- Intertek Mineral Services - Indonesia
- CIMB Investment Bank - Malaysia
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