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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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Wednesday, 25 March 20
CORONAVIRUS CRISIS IS CRUSHING GLOBAL GDP GROWTH - FITCH RATINGS
The coronavirus crisis is crushing global GDP growth according to Fitch Ratings in its latest quarterly “Global Economic Outlook” (GEO) ...
Wednesday, 25 March 20
MARKET INSIGHT - INTERMODAL
There is no doubt that the Covid-19 pandemic crisis is a world-shattering event that will change the world as we know it. Societies are facing chal ...
Wednesday, 25 March 20
INDONESIA TO CANCEL RULES REQUIRING DOMESTIC SHIPS FOR COAL, PALM EXPORTS : REFINITIV
Indonesia's government will revoke rules requiring exporters of coal and palm oil to use domestic shipping companies for shipments, Coordinatin ...
Wednesday, 25 March 20
JAN-FEB 2020, INDONESIA SHIPPED 64.5 MLN TONNES OF COAL, UP +3.4% YOY - BANCHERO COSTA
In the 12 months of calendar 2019, Indonesia exported 386.4 mln tonnes of coal, according to vessel tracking data from Refinitiv. This represents a ...
Tuesday, 24 March 20
MARKET ANALYSIS - ALLIED
As countries around the world struggle to take back control of the ongoing COVID-19 pandemic the global economy shuts down bit by bit, leaving only ...
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- Heidelberg Cement - Germany
- GAC Shipping (India) Pvt Ltd
- Neyveli Lignite Corporation Ltd, - India
- Eastern Coal Council - USA
- MS Steel International - UAE
- Parry Sugars Refinery, India
- IEA Clean Coal Centre - UK
- Marubeni Corporation - India
- Directorate General of MIneral and Coal - Indonesia
- Directorate Of Revenue Intelligence - India
- Anglo American - United Kingdom
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Siam City Cement - Thailand
- Electricity Generating Authority of Thailand
- Interocean Group of Companies - India
- Karaikal Port Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- LBH Netherlands Bv - Netherlands
- Economic Council, Georgia
- Jorong Barutama Greston.PT - Indonesia
- Power Finance Corporation Ltd., India
- PetroVietnam Power Coal Import and Supply Company
- Therma Luzon, Inc, Philippines
- Central Java Power - Indonesia
- India Bulls Power Limited - India
- Port Waratah Coal Services - Australia
- Maharashtra Electricity Regulatory Commission - India
- Central Electricity Authority - India
- CIMB Investment Bank - Malaysia
- San Jose City I Power Corp, Philippines
- Eastern Energy - Thailand
- Kumho Petrochemical, South Korea
- Pipit Mutiara Jaya. PT, Indonesia
- Oldendorff Carriers - Singapore
- Rashtriya Ispat Nigam Limited - India
- Semirara Mining and Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Barasentosa Lestari - Indonesia
- Independent Power Producers Association of India
- Meralco Power Generation, Philippines
- Coalindo Energy - Indonesia
- Georgia Ports Authority, United States
- Savvy Resources Ltd - HongKong
- Larsen & Toubro Limited - India
- PNOC Exploration Corporation - Philippines
- Miang Besar Coal Terminal - Indonesia
- New Zealand Coal & Carbon
- Ministry of Mines - Canada
- Sinarmas Energy and Mining - Indonesia
- Aboitiz Power Corporation - Philippines
- Bangladesh Power Developement Board
- The Treasury - Australian Government
- International Coal Ventures Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Australian Coal Association
- Thai Mozambique Logistica
- Banpu Public Company Limited - Thailand
- Cement Manufacturers Association - India
- Indian Energy Exchange, India
- Sree Jayajothi Cements Limited - India
- Bukit Baiduri Energy - Indonesia
- SMG Consultants - Indonesia
- Energy Link Ltd, New Zealand
- Iligan Light & Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- CNBM International Corporation - China
- Coal and Oil Company - UAE
- Petron Corporation, Philippines
- Gujarat Sidhee Cement - India
- Bhatia International Limited - India
- Carbofer General Trading SA - India
- Binh Thuan Hamico - Vietnam
- Parliament of New Zealand
- McConnell Dowell - Australia
- Sojitz Corporation - Japan
- Simpson Spence & Young - Indonesia
- Madhucon Powers Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- European Bulk Services B.V. - Netherlands
- Baramulti Group, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Thiess Contractors Indonesia
- Merrill Lynch Commodities Europe
- Ministry of Transport, Egypt
- Ind-Barath Power Infra Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Wood Mackenzie - Singapore
- Salva Resources Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Semirara Mining Corp, Philippines
- Samtan Co., Ltd - South Korea
- The State Trading Corporation of India Ltd
- Tata Chemicals Ltd - India
- White Energy Company Limited
- Singapore Mercantile Exchange
- Maheswari Brothers Coal Limited - India
- Kapuas Tunggal Persada - Indonesia
- Renaissance Capital - South Africa
- GVK Power & Infra Limited - India
- Antam Resourcindo - Indonesia
- Orica Australia Pty. Ltd.
- South Luzon Thermal Energy Corporation
- Indian Oil Corporation Limited
- Mercator Lines Limited - India
- Sical Logistics Limited - India
- VISA Power Limited - India
- Manunggal Multi Energi - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Altura Mining Limited, Indonesia
- The University of Queensland
- Toyota Tsusho Corporation, Japan
- Wilmar Investment Holdings
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- PTC India Limited - India
- Australian Commodity Traders Exchange
- Global Green Power PLC Corporation, Philippines
- GMR Energy Limited - India
- Krishnapatnam Port Company Ltd. - India
- PowerSource Philippines DevCo
- Mercuria Energy - Indonesia
- Siam City Cement PLC, Thailand
- Kohat Cement Company Ltd. - Pakistan
- Indonesian Coal Mining Association
- Posco Energy - South Korea
- Latin American Coal - Colombia
- TeaM Sual Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Jaiprakash Power Ventures ltd
- Sindya Power Generating Company Private Ltd
- Uttam Galva Steels Limited - India
- Global Business Power Corporation, Philippines
- Bhushan Steel Limited - India
- Bukit Makmur.PT - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Edison Trading Spa - Italy
- Timah Investasi Mineral - Indoneisa
- Electricity Authority, New Zealand
- Makarim & Taira - Indonesia
- IHS Mccloskey Coal Group - USA
- Gujarat Electricity Regulatory Commission - India
- Mjunction Services Limited - India
- London Commodity Brokers - England
- GN Power Mariveles Coal Plant, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Lanco Infratech Ltd - India
- ASAPP Information Group - India
- Aditya Birla Group - India
- Mintek Dendrill Indonesia
- ICICI Bank Limited - India
- Kideco Jaya Agung - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Agrawal Coal Company - India
- Tamil Nadu electricity Board
- Billiton Holdings Pty Ltd - Australia
- Indika Energy - Indonesia
- Minerals Council of Australia
- Formosa Plastics Group - Taiwan
- Essar Steel Hazira Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Dalmia Cement Bharat India
- Pendopo Energi Batubara - Indonesia
- Coastal Gujarat Power Limited - India
- Bhoruka Overseas - Indonesia
- Goldman Sachs - Singapore
- Africa Commodities Group - South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kaltim Prima Coal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Global Coal Blending Company Limited - Australia
- Kartika Selabumi Mining - Indonesia
- Jindal Steel & Power Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kobexindo Tractors - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- Metalloyd Limited - United Kingdom
- Trasteel International SA, Italy
- Attock Cement Pakistan Limited
- Ministry of Finance - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Intertek Mineral Services - Indonesia
- Malabar Cements Ltd - India
- SN Aboitiz Power Inc, Philippines
- Sakthi Sugars Limited - India
- Romanian Commodities Exchange
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- AsiaOL BioFuels Corp., Philippines
- Deloitte Consulting - India
- Videocon Industries ltd - India
- Riau Bara Harum - Indonesia
- Planning Commission, India
- Indogreen Group - Indonesia
- Sarangani Energy Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Chettinad Cement Corporation Ltd - India
- Standard Chartered Bank - UAE
- Rio Tinto Coal - Australia
- Vedanta Resources Plc - India
- Vizag Seaport Private Limited - India
- Commonwealth Bank - Australia
- Energy Development Corp, Philippines
- Grasim Industreis Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Bharathi Cement Corporation - India
- Chamber of Mines of South Africa
- TNB Fuel Sdn Bhd - Malaysia
- SMC Global Power, Philippines
- Globalindo Alam Lestari - Indonesia
- Straits Asia Resources Limited - Singapore
- Price Waterhouse Coopers - Russia
- Xindia Steels Limited - India
- Medco Energi Mining Internasional
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- Offshore Bulk Terminal Pte Ltd, Singapore
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