We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Wednesday, 11 March 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.07 PCT - XINHUA
China Taiyuan coal transaction price index stood at 133.16 points Monday, up 0.07 percent week on week.
The index, released by China ...
Wednesday, 11 March 20
SHIPPING MARKET INSIGHT - INTERMODAL
On the 4th of September the Baltic Dry Index marked its highest level for 2019, reaching 2,518 points, while the rest of the dry indices also recor ...
Tuesday, 10 March 20
SHIPPING MARKET ANALYSIS
It might be already overstated, but it seems to be important to point out once again how peculiar the current circumstances are.
Before the st ...
Tuesday, 10 March 20
EIA FORECASTS U.S ELECTRIC POWER SECTOR DEMAND FOR COAL WILL FALL BY 81 MMST (15%) IN 2020
EIA forecasts that U.S. coal production will total 595 million short tons (MMst) in 2020, down 95 MMst (14%) from 2019. According to EIA's Shor ...
Tuesday, 10 March 20
CORONAVIRUS: DEMAND DOWNGRADES FOR BULK COMMODITIES - WOOD MACKENZIE
The coronavirus outbreak is a rapidly evolving news story – and a real wildcard for bulks demand. Our global experts are monitoring the impac ...
|
|
|
Showing 1076 to 1080 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Neyveli Lignite Corporation Ltd, - India
- Bhatia International Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rio Tinto Coal - Australia
- Simpson Spence & Young - Indonesia
- Iligan Light & Power Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Anglo American - United Kingdom
- ICICI Bank Limited - India
- London Commodity Brokers - England
- Indogreen Group - Indonesia
- Africa Commodities Group - South Africa
- Mintek Dendrill Indonesia
- San Jose City I Power Corp, Philippines
- McConnell Dowell - Australia
- Merrill Lynch Commodities Europe
- Banpu Public Company Limited - Thailand
- Sical Logistics Limited - India
- Price Waterhouse Coopers - Russia
- Dalmia Cement Bharat India
- Carbofer General Trading SA - India
- Formosa Plastics Group - Taiwan
- Kalimantan Lumbung Energi - Indonesia
- Energy Link Ltd, New Zealand
- Marubeni Corporation - India
- Essar Steel Hazira Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Thiess Contractors Indonesia
- Sindya Power Generating Company Private Ltd
- Global Green Power PLC Corporation, Philippines
- Meralco Power Generation, Philippines
- Ministry of Transport, Egypt
- Miang Besar Coal Terminal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Maheswari Brothers Coal Limited - India
- Salva Resources Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Thai Mozambique Logistica
- Ind-Barath Power Infra Limited - India
- Ceylon Electricity Board - Sri Lanka
- Independent Power Producers Association of India
- India Bulls Power Limited - India
- Barasentosa Lestari - Indonesia
- Eastern Coal Council - USA
- Xindia Steels Limited - India
- Bharathi Cement Corporation - India
- Rashtriya Ispat Nigam Limited - India
- Port Waratah Coal Services - Australia
- Global Coal Blending Company Limited - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- GAC Shipping (India) Pvt Ltd
- New Zealand Coal & Carbon
- Siam City Cement PLC, Thailand
- IHS Mccloskey Coal Group - USA
- Indo Tambangraya Megah - Indonesia
- Pendopo Energi Batubara - Indonesia
- Interocean Group of Companies - India
- Semirara Mining Corp, Philippines
- Attock Cement Pakistan Limited
- Global Business Power Corporation, Philippines
- Malabar Cements Ltd - India
- VISA Power Limited - India
- Karaikal Port Pvt Ltd - India
- Renaissance Capital - South Africa
- Bukit Asam (Persero) Tbk - Indonesia
- Georgia Ports Authority, United States
- IEA Clean Coal Centre - UK
- Coastal Gujarat Power Limited - India
- PNOC Exploration Corporation - Philippines
- Ambuja Cements Ltd - India
- Singapore Mercantile Exchange
- Baramulti Group, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Australian Coal Association
- International Coal Ventures Pvt Ltd - India
- Star Paper Mills Limited - India
- Chamber of Mines of South Africa
- Standard Chartered Bank - UAE
- Indonesian Coal Mining Association
- OPG Power Generation Pvt Ltd - India
- The Treasury - Australian Government
- Coalindo Energy - Indonesia
- Orica Mining Services - Indonesia
- Planning Commission, India
- Jorong Barutama Greston.PT - Indonesia
- The University of Queensland
- Chettinad Cement Corporation Ltd - India
- Electricity Authority, New Zealand
- Goldman Sachs - Singapore
- Larsen & Toubro Limited - India
- Wilmar Investment Holdings
- Timah Investasi Mineral - Indoneisa
- Minerals Council of Australia
- Riau Bara Harum - Indonesia
- CNBM International Corporation - China
- Petrochimia International Co. Ltd.- Taiwan
- AsiaOL BioFuels Corp., Philippines
- SN Aboitiz Power Inc, Philippines
- Bangladesh Power Developement Board
- Bahari Cakrawala Sebuku - Indonesia
- Uttam Galva Steels Limited - India
- Mercuria Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- CIMB Investment Bank - Malaysia
- Sojitz Corporation - Japan
- Metalloyd Limited - United Kingdom
- Directorate Of Revenue Intelligence - India
- Kapuas Tunggal Persada - Indonesia
- Electricity Generating Authority of Thailand
- Trasteel International SA, Italy
- Oldendorff Carriers - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Tamil Nadu electricity Board
- Siam City Cement - Thailand
- ASAPP Information Group - India
- White Energy Company Limited
- Samtan Co., Ltd - South Korea
- PowerSource Philippines DevCo
- Agrawal Coal Company - India
- Savvy Resources Ltd - HongKong
- European Bulk Services B.V. - Netherlands
- Bukit Baiduri Energy - Indonesia
- Romanian Commodities Exchange
- Bukit Makmur.PT - Indonesia
- GMR Energy Limited - India
- Intertek Mineral Services - Indonesia
- Jaiprakash Power Ventures ltd
- Gujarat Sidhee Cement - India
- Globalindo Alam Lestari - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wood Mackenzie - Singapore
- TeaM Sual Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Cement Manufacturers Association - India
- Heidelberg Cement - Germany
- Kohat Cement Company Ltd. - Pakistan
- Bhoruka Overseas - Indonesia
- Borneo Indobara - Indonesia
- Straits Asia Resources Limited - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
- Meenaskhi Energy Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- Deloitte Consulting - India
- SMC Global Power, Philippines
- Central Electricity Authority - India
- Aditya Birla Group - India
- Tata Chemicals Ltd - India
- Australian Commodity Traders Exchange
- Mjunction Services Limited - India
- Sarangani Energy Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Kepco SPC Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kobexindo Tractors - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Parliament of New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Leighton Contractors Pty Ltd - Australia
- Latin American Coal - Colombia
- Bhushan Steel Limited - India
- Eastern Energy - Thailand
- Semirara Mining and Power Corporation, Philippines
- Madhucon Powers Ltd - India
- Power Finance Corporation Ltd., India
- Bulk Trading Sa - Switzerland
- Sakthi Sugars Limited - India
- GVK Power & Infra Limited - India
- LBH Netherlands Bv - Netherlands
- The State Trading Corporation of India Ltd
- Therma Luzon, Inc, Philippines
- Grasim Industreis Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Posco Energy - South Korea
- Ministry of Finance - Indonesia
- Indian Oil Corporation Limited
- Medco Energi Mining Internasional
- Kideco Jaya Agung - Indonesia
- Petron Corporation, Philippines
- Economic Council, Georgia
- Manunggal Multi Energi - Indonesia
- MS Steel International - UAE
- Asmin Koalindo Tuhup - Indonesia
- Indian Energy Exchange, India
- Energy Development Corp, Philippines
- Kumho Petrochemical, South Korea
- PTC India Limited - India
- Jindal Steel & Power Ltd - India
- Antam Resourcindo - Indonesia
- Videocon Industries ltd - India
- Coal and Oil Company - UAE
- South Luzon Thermal Energy Corporation
- Alfred C Toepfer International GmbH - Germany
- Central Java Power - Indonesia
- Toyota Tsusho Corporation, Japan
- Edison Trading Spa - Italy
- Cigading International Bulk Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- SMG Consultants - Indonesia
- Indika Energy - Indonesia
- Altura Mining Limited, Indonesia
- Parry Sugars Refinery, India
- Sree Jayajothi Cements Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Makarim & Taira - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Kaltim Prima Coal - Indonesia
- Aboitiz Power Corporation - Philippines
- Mercator Lines Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Commonwealth Bank - Australia
- Binh Thuan Hamico - Vietnam
- Lanco Infratech Ltd - India
- Vedanta Resources Plc - India
- Ministry of Mines - Canada
|
| |
| |
|
