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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, 18 March 20
SHIPPING MARKET INSIGHT - INTERMODAL
Despite we all knew about the Covid-19 weeks ago, few could realize the size of the thread until the last few days. The examples of China and Italy ...
Tuesday, 17 March 20
IT IS NOW UNQUESTIONABLE THAT 2020 WILL BE A MILESTONE YEAR FOR THE OIL MARKET, AS WELL AS THE WHOLE GLOBAL ECONOMY - ALLIED
It is now unquestionable that 2020 will be a milestone year for the oil market, as well as the whole global economy. The impact from the COVID-19 o ...
Tuesday, 17 March 20
PRELIMINARY FIELD EXPERIENCES ON THE EFFECTS OF LSFO AND VLSFO ON CYLINDER CONDITION - HANS JENSEN LUBRICATORS
It is now more than two months since the 0.5% sulphur cap entered into force, which have affected the operation of more than 70,000 vessels. As ant ...
Monday, 16 March 20
ULTRAMAX: S8 INDONESIA-INDIA AND S10 INDONESIA-CHINA ROUTES BOTH POSTED GAINS OF $1,412, AND $1,289 ON THE WEEK, TO CLOSE AT $5,575, AND $6,089 RESPECTIVELY - BALTIC BRIEFING
Capesize
The Capesize market came to work on Monday, with little expectation, or confidence, that the days ahead were going to bring anything o ...
Sunday, 15 March 20
CAPTIVE COAL OUTPUT RISES 19% IN APRIL-FEBRUARY - FINANCIAL EXPRESS
Coal production from captive mines in the first eleven months of the ongoing fiscal have increased by 18.8% year-on-year (y-o-y) to 51.7 million to ...
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- Star Paper Mills Limited - India
- Petron Corporation, Philippines
- Borneo Indobara - Indonesia
- Tata Chemicals Ltd - India
- Energy Link Ltd, New Zealand
- Cigading International Bulk Terminal - Indonesia
- Formosa Plastics Group - Taiwan
- Vijayanagar Sugar Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Interocean Group of Companies - India
- SMG Consultants - Indonesia
- Intertek Mineral Services - Indonesia
- Altura Mining Limited, Indonesia
- Indo Tambangraya Megah - Indonesia
- Heidelberg Cement - Germany
- Uttam Galva Steels Limited - India
- Edison Trading Spa - Italy
- Timah Investasi Mineral - Indoneisa
- CNBM International Corporation - China
- The University of Queensland
- Wilmar Investment Holdings
- Bhushan Steel Limited - India
- Bangladesh Power Developement Board
- Makarim & Taira - Indonesia
- Orica Australia Pty. Ltd.
- AsiaOL BioFuels Corp., Philippines
- Kapuas Tunggal Persada - Indonesia
- Indogreen Group - Indonesia
- MS Steel International - UAE
- Siam City Cement PLC, Thailand
- Karbindo Abesyapradhi - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Semirara Mining and Power Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Eastern Energy - Thailand
- The Treasury - Australian Government
- Electricity Generating Authority of Thailand
- Rio Tinto Coal - Australia
- Global Green Power PLC Corporation, Philippines
- Standard Chartered Bank - UAE
- Global Coal Blending Company Limited - Australia
- Vizag Seaport Private Limited - India
- Bhatia International Limited - India
- South Luzon Thermal Energy Corporation
- Romanian Commodities Exchange
- TNB Fuel Sdn Bhd - Malaysia
- LBH Netherlands Bv - Netherlands
- Eastern Coal Council - USA
- Malabar Cements Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Mercuria Energy - Indonesia
- Bukit Baiduri Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Renaissance Capital - South Africa
- Deloitte Consulting - India
- Essar Steel Hazira Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Siam City Cement - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Georgia Ports Authority, United States
- Leighton Contractors Pty Ltd - Australia
- Kideco Jaya Agung - Indonesia
- Wood Mackenzie - Singapore
- Karaikal Port Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Trasteel International SA, Italy
- GAC Shipping (India) Pvt Ltd
- Latin American Coal - Colombia
- CIMB Investment Bank - Malaysia
- ICICI Bank Limited - India
- Marubeni Corporation - India
- Anglo American - United Kingdom
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Planning Commission, India
- Tamil Nadu electricity Board
- Mjunction Services Limited - India
- Samtan Co., Ltd - South Korea
- Kumho Petrochemical, South Korea
- Baramulti Group, Indonesia
- Indika Energy - Indonesia
- Australian Commodity Traders Exchange
- Africa Commodities Group - South Africa
- Sinarmas Energy and Mining - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Commonwealth Bank - Australia
- Vedanta Resources Plc - India
- Sarangani Energy Corporation, Philippines
- Minerals Council of Australia
- Cement Manufacturers Association - India
- Central Java Power - Indonesia
- Aboitiz Power Corporation - Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Mercator Lines Limited - India
- Coastal Gujarat Power Limited - India
- Kepco SPC Power Corporation, Philippines
- Aditya Birla Group - India
- Coalindo Energy - Indonesia
- Carbofer General Trading SA - India
- Xindia Steels Limited - India
- Kaltim Prima Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- Miang Besar Coal Terminal - Indonesia
- SMC Global Power, Philippines
- Oldendorff Carriers - Singapore
- Billiton Holdings Pty Ltd - Australia
- Singapore Mercantile Exchange
- The State Trading Corporation of India Ltd
- White Energy Company Limited
- Lanco Infratech Ltd - India
- Orica Mining Services - Indonesia
- Australian Coal Association
- Grasim Industreis Ltd - India
- Sree Jayajothi Cements Limited - India
- Simpson Spence & Young - Indonesia
- Barasentosa Lestari - Indonesia
- Gujarat Sidhee Cement - India
- Madhucon Powers Ltd - India
- Bhoruka Overseas - Indonesia
- PTC India Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Makmur.PT - Indonesia
- Coal and Oil Company - UAE
- Gujarat Electricity Regulatory Commission - India
- Agrawal Coal Company - India
- Savvy Resources Ltd - HongKong
- Kohat Cement Company Ltd. - Pakistan
- Port Waratah Coal Services - Australia
- Kobexindo Tractors - Indoneisa
- India Bulls Power Limited - India
- Sakthi Sugars Limited - India
- Globalindo Alam Lestari - Indonesia
- New Zealand Coal & Carbon
- Krishnapatnam Port Company Ltd. - India
- Posco Energy - South Korea
- Global Business Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Ceylon Electricity Board - Sri Lanka
- Alfred C Toepfer International GmbH - Germany
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Transport, Egypt
- Sojitz Corporation - Japan
- Semirara Mining Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Manunggal Multi Energi - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Meralco Power Generation, Philippines
- PNOC Exploration Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Central Electricity Authority - India
- Thiess Contractors Indonesia
- Mintek Dendrill Indonesia
- IHS Mccloskey Coal Group - USA
- Meenaskhi Energy Private Limited - India
- Indian Energy Exchange, India
- GVK Power & Infra Limited - India
- Pendopo Energi Batubara - Indonesia
- Electricity Authority, New Zealand
- European Bulk Services B.V. - Netherlands
- Therma Luzon, Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Ambuja Cements Ltd - India
- International Coal Ventures Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Indonesian Coal Mining Association
- Ministry of Finance - Indonesia
- Dalmia Cement Bharat India
- Directorate Of Revenue Intelligence - India
- Riau Bara Harum - Indonesia
- Iligan Light & Power Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Sindya Power Generating Company Private Ltd
- Power Finance Corporation Ltd., India
- Ministry of Mines - Canada
- Gujarat Mineral Development Corp Ltd - India
- Attock Cement Pakistan Limited
- Videocon Industries ltd - India
- London Commodity Brokers - England
- IEA Clean Coal Centre - UK
- ASAPP Information Group - India
- San Jose City I Power Corp, Philippines
- Antam Resourcindo - Indonesia
- Thai Mozambique Logistica
- PowerSource Philippines DevCo
- Jindal Steel & Power Ltd - India
- Energy Development Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bharathi Cement Corporation - India
- Holcim Trading Pte Ltd - Singapore
- Bayan Resources Tbk. - Indonesia
- Price Waterhouse Coopers - Russia
- Independent Power Producers Association of India
- SN Aboitiz Power Inc, Philippines
- Parry Sugars Refinery, India
- Sical Logistics Limited - India
- Jaiprakash Power Ventures ltd
- PetroVietnam Power Coal Import and Supply Company
- McConnell Dowell - Australia
- Maharashtra Electricity Regulatory Commission - India
- Chamber of Mines of South Africa
- GMR Energy Limited - India
- OPG Power Generation Pvt Ltd - India
- VISA Power Limited - India
- Goldman Sachs - Singapore
- Chettinad Cement Corporation Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Salva Resources Pvt Ltd - India
- Larsen & Toubro Limited - India
- Parliament of New Zealand
- Banpu Public Company Limited - Thailand
- Medco Energi Mining Internasional
- Economic Council, Georgia
- Directorate General of MIneral and Coal - Indonesia
- Indian Oil Corporation Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
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