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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, 13 March 20
PANAMAX: SLIGHTLY STRONGER NUMBERS IN BOTH BASINS THIS WEEK - FEARNLEYS
Cape
Still very sad times for the big ships, and merit in further trading at present levels is highly debatable for most tonnage. Spot fixtures ...
Friday, 13 March 20
TOP 4 ACCOUNTING CONSIDERATIONS AFTER THE IMPLEMENTATION OF IMO 2020 - PWC
To install or not to install?
Following the IMO 2020 global low sulphur cap for marine fuel effective since 1 January 2020, many shi ...
Friday, 13 March 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 ...
Friday, 13 March 20
KOREA SOUTH-EAST POWER INVITED BIDS FOR 390,000 MT OF THERMAL COAL FOR MAY-JUNE 2020 LOADING
COALspot.com: Korea South-East Power Co., Ltd. (KOEN), has issued an international tender for total 390,000 Metric Tons of coal for May & June ...
Thursday, 12 March 20
INDIA 2019 THERMAL COAL IMPORTS RISE 12.6% TO NEARLY 200 MILLION TONNES - REUTERS
India’s thermal coal imports rose 12.6% to nearly 200 million tonnes in 2019, government data reviewed by Reuters showed, reflecting the seco ...
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- Coal and Oil Company - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- SMG Consultants - Indonesia
- Toyota Tsusho Corporation, Japan
- Minerals Council of Australia
- Orica Mining Services - Indonesia
- Lanco Infratech Ltd - India
- Australian Coal Association
- Chamber of Mines of South Africa
- Semirara Mining and Power Corporation, Philippines
- Posco Energy - South Korea
- Mintek Dendrill Indonesia
- Edison Trading Spa - Italy
- CNBM International Corporation - China
- Kobexindo Tractors - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Intertek Mineral Services - Indonesia
- Vizag Seaport Private Limited - India
- SMC Global Power, Philippines
- Semirara Mining Corp, Philippines
- Economic Council, Georgia
- Ministry of Finance - Indonesia
- Goldman Sachs - Singapore
- Larsen & Toubro Limited - India
- Medco Energi Mining Internasional
- European Bulk Services B.V. - Netherlands
- Directorate Of Revenue Intelligence - India
- Indian Energy Exchange, India
- Indian Oil Corporation Limited
- Global Coal Blending Company Limited - Australia
- MS Steel International - UAE
- Ministry of Mines - Canada
- Dalmia Cement Bharat India
- Interocean Group of Companies - India
- Kideco Jaya Agung - Indonesia
- Sree Jayajothi Cements Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Formosa Plastics Group - Taiwan
- Banpu Public Company Limited - Thailand
- Chettinad Cement Corporation Ltd - India
- Barasentosa Lestari - Indonesia
- Global Business Power Corporation, Philippines
- Parry Sugars Refinery, India
- Indika Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- South Luzon Thermal Energy Corporation
- Africa Commodities Group - South Africa
- Sindya Power Generating Company Private Ltd
- Jorong Barutama Greston.PT - Indonesia
- Anglo American - United Kingdom
- Madhucon Powers Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Sical Logistics Limited - India
- Port Waratah Coal Services - Australia
- GMR Energy Limited - India
- Energy Link Ltd, New Zealand
- Miang Besar Coal Terminal - Indonesia
- Kaltim Prima Coal - Indonesia
- Meralco Power Generation, Philippines
- India Bulls Power Limited - India
- Indonesian Coal Mining Association
- Renaissance Capital - South Africa
- Cigading International Bulk Terminal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Metalloyd Limited - United Kingdom
- Mjunction Services Limited - India
- Videocon Industries ltd - India
- Billiton Holdings Pty Ltd - Australia
- Bhushan Steel Limited - India
- Oldendorff Carriers - Singapore
- Orica Australia Pty. Ltd.
- Bukit Makmur.PT - Indonesia
- Globalindo Alam Lestari - Indonesia
- Eastern Energy - Thailand
- Deloitte Consulting - India
- Wood Mackenzie - Singapore
- Kepco SPC Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Bukit Baiduri Energy - Indonesia
- Cement Manufacturers Association - India
- Maheswari Brothers Coal Limited - India
- San Jose City I Power Corp, Philippines
- Sarangani Energy Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Altura Mining Limited, Indonesia
- VISA Power Limited - India
- Attock Cement Pakistan Limited
- Bhatia International Limited - India
- Tata Chemicals Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Grasim Industreis Ltd - India
- IEA Clean Coal Centre - UK
- Indogreen Group - Indonesia
- Mercator Lines Limited - India
- Parliament of New Zealand
- Bayan Resources Tbk. - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- International Coal Ventures Pvt Ltd - India
- Central Java Power - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Pipit Mutiara Jaya. PT, Indonesia
- Independent Power Producers Association of India
- Karaikal Port Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Latin American Coal - Colombia
- Agrawal Coal Company - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Georgia Ports Authority, United States
- Bhoruka Overseas - Indonesia
- Wilmar Investment Holdings
- LBH Netherlands Bv - Netherlands
- Petrochimia International Co. Ltd.- Taiwan
- Sinarmas Energy and Mining - Indonesia
- Power Finance Corporation Ltd., India
- Savvy Resources Ltd - HongKong
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GN Power Mariveles Coal Plant, Philippines
- Carbofer General Trading SA - India
- Bangladesh Power Developement Board
- Siam City Cement - Thailand
- The University of Queensland
- PowerSource Philippines DevCo
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Borneo Indobara - Indonesia
- Makarim & Taira - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Baramulti Group, Indonesia
- Romanian Commodities Exchange
- Energy Development Corp, Philippines
- Rio Tinto Coal - Australia
- Eastern Coal Council - USA
- ASAPP Information Group - India
- Standard Chartered Bank - UAE
- Maharashtra Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- London Commodity Brokers - England
- Coastal Gujarat Power Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Straits Asia Resources Limited - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Karbindo Abesyapradhi - Indoneisa
- Xindia Steels Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Pendopo Energi Batubara - Indonesia
- GVK Power & Infra Limited - India
- Petron Corporation, Philippines
- The Treasury - Australian Government
- Singapore Mercantile Exchange
- Binh Thuan Hamico - Vietnam
- Sojitz Corporation - Japan
- PTC India Limited - India
- Essar Steel Hazira Ltd - India
- Vedanta Resources Plc - India
- Kalimantan Lumbung Energi - Indonesia
- Malabar Cements Ltd - India
- Electricity Authority, New Zealand
- Simpson Spence & Young - Indonesia
- Ambuja Cements Ltd - India
- Antam Resourcindo - Indonesia
- Meenaskhi Energy Private Limited - India
- Planning Commission, India
- Kartika Selabumi Mining - Indonesia
- Uttam Galva Steels Limited - India
- Therma Luzon, Inc, Philippines
- Jindal Steel & Power Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Iligan Light & Power Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- White Energy Company Limited
- Timah Investasi Mineral - Indoneisa
- Trasteel International SA, Italy
- Central Electricity Authority - India
- Salva Resources Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Tamil Nadu electricity Board
- Ministry of Transport, Egypt
- New Zealand Coal & Carbon
- Marubeni Corporation - India
- McConnell Dowell - Australia
- Mercuria Energy - Indonesia
- Gujarat Sidhee Cement - India
- Bharathi Cement Corporation - India
- OPG Power Generation Pvt Ltd - India
- Thai Mozambique Logistica
- Kumho Petrochemical, South Korea
- Commonwealth Bank - Australia
- TeaM Sual Corporation - Philippines
- Aboitiz Power Corporation - Philippines
- ICICI Bank Limited - India
- Star Paper Mills Limited - India
- GAC Shipping (India) Pvt Ltd
- AsiaOL BioFuels Corp., Philippines
- Indo Tambangraya Megah - Indonesia
- IHS Mccloskey Coal Group - USA
- Riau Bara Harum - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- The State Trading Corporation of India Ltd
- Thiess Contractors Indonesia
- Price Waterhouse Coopers - Russia
- Jaiprakash Power Ventures ltd
- Coalindo Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Aditya Birla Group - India
- Ceylon Electricity Board - Sri Lanka
- Heidelberg Cement - Germany
- Electricity Generating Authority of Thailand
- Bulk Trading Sa - Switzerland
- Gujarat Electricity Regulatory Commission - India
- CIMB Investment Bank - Malaysia
- Samtan Co., Ltd - South Korea
- Rashtriya Ispat Nigam Limited - India
- Merrill Lynch Commodities Europe
- Australian Commodity Traders Exchange
- Sakthi Sugars Limited - India
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