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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, 03 March 20
IMPORTANCE OF MASTER'S CARGO CHECKS - BALTIC EXCHANGE
KNOWLEDGE TO ELEVATE
Adecision in recent High Court case has made it clear that there is no implied indemnity from a charterer to their counte ...
Tuesday, 03 March 20
COAL'S SHARE OF CHINA ENERGY MIX FALLS IN 2019 BUT CONSUMPTION STILL RISING - REUTERS
Coal accounted for 57.7% of China’s primary energy consumption in 2019, the National Bureau of Statistics said on Friday, down 1.5 percentage ...
Monday, 02 March 20
SHIPOWNERS AND OPERATORS COULD FACE DETENTION OF SHIPS FROM 1ST MARCH UNDER IMO RULE - ICS
Port state control authorities will begin to enforce the IMO’s Sulphur 2020 from 1st March, making it an offense for ships to carry fuel that ...
Saturday, 29 February 20
SUPRAMAX SENTIMENT WAS UP IN A FEW KEY AREAS OVER THE LAST WEEK - BALTIC BRIEFING
Capesize
The Capesize market woes related to Coronavirus have now spread through the wider global markets like wildfire. The wider supply and d ...
Thursday, 27 February 20
FOREIGN COMPANIES LIKELY TO SKIP COMMERCIAL COAL BLOCK AUCTIONS - ECONOMIC TIMES
The Centre is in the process of inviting global players for commercial mining, following 100% foreign direct investment in the sector. However, giv ...
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- LBH Netherlands Bv - Netherlands
- Sical Logistics Limited - India
- Planning Commission, India
- Sakthi Sugars Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Edison Trading Spa - Italy
- Savvy Resources Ltd - HongKong
- PNOC Exploration Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- Straits Asia Resources Limited - Singapore
- Parliament of New Zealand
- Eastern Coal Council - USA
- Carbofer General Trading SA - India
- Maharashtra Electricity Regulatory Commission - India
- Trasteel International SA, Italy
- India Bulls Power Limited - India
- Grasim Industreis Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Merrill Lynch Commodities Europe
- Karaikal Port Pvt Ltd - India
- Independent Power Producers Association of India
- Jaiprakash Power Ventures ltd
- Power Finance Corporation Ltd., India
- Australian Coal Association
- Asmin Koalindo Tuhup - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Parry Sugars Refinery, India
- Bukit Makmur.PT - Indonesia
- Siam City Cement PLC, Thailand
- Riau Bara Harum - Indonesia
- Indo Tambangraya Megah - Indonesia
- Petron Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- European Bulk Services B.V. - Netherlands
- Ind-Barath Power Infra Limited - India
- Orica Australia Pty. Ltd.
- Bhoruka Overseas - Indonesia
- SMC Global Power, Philippines
- Barasentosa Lestari - Indonesia
- Chettinad Cement Corporation Ltd - India
- Indika Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Ambuja Cements Ltd - India
- Mercuria Energy - Indonesia
- Goldman Sachs - Singapore
- Kartika Selabumi Mining - Indonesia
- Interocean Group of Companies - India
- Holcim Trading Pte Ltd - Singapore
- International Coal Ventures Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Videocon Industries ltd - India
- Rio Tinto Coal - Australia
- Latin American Coal - Colombia
- Anglo American - United Kingdom
- ASAPP Information Group - India
- Global Business Power Corporation, Philippines
- Mintek Dendrill Indonesia
- Sree Jayajothi Cements Limited - India
- Metalloyd Limited - United Kingdom
- Kobexindo Tractors - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- IEA Clean Coal Centre - UK
- Meenaskhi Energy Private Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Indonesian Coal Mining Association
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Singapore Mercantile Exchange
- Central Electricity Authority - India
- Georgia Ports Authority, United States
- The Treasury - Australian Government
- ICICI Bank Limited - India
- Ministry of Transport, Egypt
- Price Waterhouse Coopers - Russia
- Karbindo Abesyapradhi - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Coal and Oil Company - UAE
- GMR Energy Limited - India
- Tata Chemicals Ltd - India
- Ministry of Mines - Canada
- Orica Mining Services - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Energy Development Corp, Philippines
- Formosa Plastics Group - Taiwan
- Jorong Barutama Greston.PT - Indonesia
- Wood Mackenzie - Singapore
- Aditya Birla Group - India
- Ministry of Finance - Indonesia
- Banpu Public Company Limited - Thailand
- Kapuas Tunggal Persada - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Baramulti Group, Indonesia
- Minerals Council of Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Pendopo Energi Batubara - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Eastern Energy - Thailand
- Bukit Baiduri Energy - Indonesia
- Siam City Cement - Thailand
- OPG Power Generation Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Gujarat Sidhee Cement - India
- Thiess Contractors Indonesia
- Binh Thuan Hamico - Vietnam
- Sarangani Energy Corporation, Philippines
- Mjunction Services Limited - India
- Salva Resources Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bulk Trading Sa - Switzerland
- Central Java Power - Indonesia
- Meralco Power Generation, Philippines
- Toyota Tsusho Corporation, Japan
- Australian Commodity Traders Exchange
- Globalindo Alam Lestari - Indonesia
- Samtan Co., Ltd - South Korea
- PTC India Limited - India
- Indian Energy Exchange, India
- Heidelberg Cement - Germany
- New Zealand Coal & Carbon
- Kideco Jaya Agung - Indonesia
- Coastal Gujarat Power Limited - India
- Jindal Steel & Power Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Energy Link Ltd, New Zealand
- PowerSource Philippines DevCo
- McConnell Dowell - Australia
- Lanco Infratech Ltd - India
- Indogreen Group - Indonesia
- Marubeni Corporation - India
- San Jose City I Power Corp, Philippines
- Directorate Of Revenue Intelligence - India
- IHS Mccloskey Coal Group - USA
- Thai Mozambique Logistica
- Manunggal Multi Energi - Indonesia
- Semirara Mining Corp, Philippines
- SMG Consultants - Indonesia
- Kaltim Prima Coal - Indonesia
- Madhucon Powers Ltd - India
- Uttam Galva Steels Limited - India
- Posco Energy - South Korea
- Kohat Cement Company Ltd. - Pakistan
- Dalmia Cement Bharat India
- GN Power Mariveles Coal Plant, Philippines
- Mercator Lines Limited - India
- CIMB Investment Bank - Malaysia
- Commonwealth Bank - Australia
- Bhatia International Limited - India
- Kumho Petrochemical, South Korea
- Electricity Authority, New Zealand
- Oldendorff Carriers - Singapore
- Port Waratah Coal Services - Australia
- South Luzon Thermal Energy Corporation
- Deloitte Consulting - India
- White Energy Company Limited
- Gujarat Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- Malabar Cements Ltd - India
- Chamber of Mines of South Africa
- Medco Energi Mining Internasional
- Billiton Holdings Pty Ltd - Australia
- Bharathi Cement Corporation - India
- Simpson Spence & Young - Indonesia
- Wilmar Investment Holdings
- Tamil Nadu electricity Board
- Gujarat Mineral Development Corp Ltd - India
- Bangladesh Power Developement Board
- Larsen & Toubro Limited - India
- Timah Investasi Mineral - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- VISA Power Limited - India
- Electricity Generating Authority of Thailand
- Star Paper Mills Limited - India
- Sinarmas Energy and Mining - Indonesia
- London Commodity Brokers - England
- Intertek Mineral Services - Indonesia
- Sindya Power Generating Company Private Ltd
- Economic Council, Georgia
- Xindia Steels Limited - India
- Semirara Mining and Power Corporation, Philippines
- Agrawal Coal Company - India
- Renaissance Capital - South Africa
- Vedanta Resources Plc - India
- The State Trading Corporation of India Ltd
- Borneo Indobara - Indonesia
- The University of Queensland
- Bayan Resources Tbk. - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- GVK Power & Infra Limited - India
- SN Aboitiz Power Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- Aboitiz Power Corporation - Philippines
- Essar Steel Hazira Ltd - India
- Coalindo Energy - Indonesia
- TeaM Sual Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Cement Manufacturers Association - India
- Indian Oil Corporation Limited
- Standard Chartered Bank - UAE
- Alfred C Toepfer International GmbH - Germany
- Makarim & Taira - Indonesia
- CNBM International Corporation - China
- Bhushan Steel Limited - India
- AsiaOL BioFuels Corp., Philippines
- Sojitz Corporation - Japan
- Romanian Commodities Exchange
- PetroVietnam Power Coal Import and Supply Company
- Africa Commodities Group - South Africa
- Maheswari Brothers Coal Limited - India
- MS Steel International - UAE
- Attock Cement Pakistan Limited
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