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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, 14 February 20
KOWEPO INVITED BIDS FOR 1.275 MILLION TONS OF MIN. 5,600 NCV COAL
COALspot.com: Korea Western Power Co. Ltd (KOWEPO). as a representative of five Korean Gencos has issued an international tender for total 1,275,00 ...
Friday, 14 February 20
IS THE US COAL INDUSTRY COMPLETELY BURNED OUT? -FORBES
This is the fourth of a multi-part series on the state of the main sources of energy in the US and how they compare globally. The series will cover ...
Friday, 14 February 20
FITCH RTGS: GLOBAL PORTS VULNERABLE TO CORONAVIRUS - RELATED VOLUME DECLINES
Global ports will see reduced trade volumes as a result of the coronavirus, COVID-19, which would become more severe should Chinese production take ...
Thursday, 13 February 20
INDIA: MAJOR PORTS SHOW MUTED GROWTH IN CARGO AS THERMAL COAL VOLUME SLIDES 15% - BUSINESS STANDARD
A sharp slide of 15 per cent in thermal coal volumes weighed on the performance of major ports during the period of April-January of FY20. The majo ...
Wednesday, 12 February 20
REFINING SET FOR A CHALLENGING 2020 - WOOD MACKENZIE
Downstream isn’t the glamorous end of the oil business. And in Big Oil, it’s typically dwarfed by upstream. Yet having been forced to r ...
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- Parry Sugars Refinery, India
- Central Java Power - Indonesia
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- GVK Power & Infra Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Altura Mining Limited, Indonesia
- Simpson Spence & Young - Indonesia
- Standard Chartered Bank - UAE
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- Central Electricity Authority - India
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- Kumho Petrochemical, South Korea
- IEA Clean Coal Centre - UK
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- Ministry of Transport, Egypt
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- Sarangani Energy Corporation, Philippines
- Electricity Authority, New Zealand
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- SMC Global Power, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Bhatia International Limited - India
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- Metalloyd Limited - United Kingdom
- European Bulk Services B.V. - Netherlands
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- Sojitz Corporation - Japan
- The Treasury - Australian Government
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- Indo Tambangraya Megah - Indonesia
- South Luzon Thermal Energy Corporation
- Jaiprakash Power Ventures ltd
- Barasentosa Lestari - Indonesia
- Tamil Nadu electricity Board
- Manunggal Multi Energi - Indonesia
- Borneo Indobara - Indonesia
- Malabar Cements Ltd - India
- Xindia Steels Limited - India
- Trasteel International SA, Italy
- TeaM Sual Corporation - Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Chamber of Mines of South Africa
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- Bukit Makmur.PT - Indonesia
- Eastern Energy - Thailand
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- Bhushan Steel Limited - India
- Coal and Oil Company - UAE
- Kobexindo Tractors - Indoneisa
- PTC India Limited - India
- ICICI Bank Limited - India
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- Bahari Cakrawala Sebuku - Indonesia
- SN Aboitiz Power Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Kideco Jaya Agung - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Intertek Mineral Services - Indonesia
- Global Green Power PLC Corporation, Philippines
- Indian Oil Corporation Limited
- Gujarat Mineral Development Corp Ltd - India
- Samtan Co., Ltd - South Korea
- Savvy Resources Ltd - HongKong
- Interocean Group of Companies - India
- PNOC Exploration Corporation - Philippines
- Orica Australia Pty. Ltd.
- Krishnapatnam Port Company Ltd. - India
- Merrill Lynch Commodities Europe
- CNBM International Corporation - China
- Gujarat Sidhee Cement - India
- CIMB Investment Bank - Malaysia
- Iligan Light & Power Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- Tata Chemicals Ltd - India
- Billiton Holdings Pty Ltd - Australia
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- Sree Jayajothi Cements Limited - India
- Uttam Galva Steels Limited - India
- Mjunction Services Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Siam City Cement - Thailand
- Indian Energy Exchange, India
- Petron Corporation, Philippines
- White Energy Company Limited
- Siam City Cement PLC, Thailand
- San Jose City I Power Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- India Bulls Power Limited - India
- Baramulti Group, Indonesia
- Maheswari Brothers Coal Limited - India
- Heidelberg Cement - Germany
- Africa Commodities Group - South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Coal Blending Company Limited - Australia
- Edison Trading Spa - Italy
- Sical Logistics Limited - India
- Neyveli Lignite Corporation Ltd, - India
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- Renaissance Capital - South Africa
- Electricity Generating Authority of Thailand
- Semirara Mining Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Romanian Commodities Exchange
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- Wilmar Investment Holdings
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- McConnell Dowell - Australia
- Wood Mackenzie - Singapore
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- Georgia Ports Authority, United States
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- Kartika Selabumi Mining - Indonesia
- Meralco Power Generation, Philippines
- Aboitiz Power Corporation - Philippines
- Independent Power Producers Association of India
- Eastern Coal Council - USA
- Kapuas Tunggal Persada - Indonesia
- PowerSource Philippines DevCo
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- Ministry of Finance - Indonesia
- Planning Commission, India
- Banpu Public Company Limited - Thailand
- The University of Queensland
- Parliament of New Zealand
- Goldman Sachs - Singapore
- Ceylon Electricity Board - Sri Lanka
- Energy Development Corp, Philippines
- Global Business Power Corporation, Philippines
- Indonesian Coal Mining Association
- Rio Tinto Coal - Australia
- Power Finance Corporation Ltd., India
- Coastal Gujarat Power Limited - India
- Chettinad Cement Corporation Ltd - India
- OPG Power Generation Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Oldendorff Carriers - Singapore
- Formosa Plastics Group - Taiwan
- AsiaOL BioFuels Corp., Philippines
- Orica Mining Services - Indonesia
- Ind-Barath Power Infra Limited - India
- Holcim Trading Pte Ltd - Singapore
- The State Trading Corporation of India Ltd
- GN Power Mariveles Coal Plant, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Bhoruka Overseas - Indonesia
- Attock Cement Pakistan Limited
- Aditya Birla Group - India
- Australian Coal Association
- Directorate General of MIneral and Coal - Indonesia
- Jindal Steel & Power Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Kaltim Prima Coal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Deloitte Consulting - India
- Price Waterhouse Coopers - Russia
- Mintek Dendrill Indonesia
- Bukit Baiduri Energy - Indonesia
- Lanco Infratech Ltd - India
- MS Steel International - UAE
- Singapore Mercantile Exchange
- Carbofer General Trading SA - India
- Riau Bara Harum - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Toyota Tsusho Corporation, Japan
- Star Paper Mills Limited - India
- Agrawal Coal Company - India
- Sakthi Sugars Limited - India
- Anglo American - United Kingdom
- Bulk Trading Sa - Switzerland
- Coalindo Energy - Indonesia
- New Zealand Coal & Carbon
- Indogreen Group - Indonesia
- Medco Energi Mining Internasional
- Bangladesh Power Developement Board
- Marubeni Corporation - India
- SMG Consultants - Indonesia
- Thiess Contractors Indonesia
- Cement Manufacturers Association - India
- Minerals Council of Australia
- LBH Netherlands Bv - Netherlands
- Dalmia Cement Bharat India
- Ambuja Cements Ltd - India
- Makarim & Taira - Indonesia
- Australian Commodity Traders Exchange
- Kepco SPC Power Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- GMR Energy Limited - India
- International Coal Ventures Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- ASAPP Information Group - India
- Ministry of Mines - Canada
- Indika Energy - Indonesia
- Bharathi Cement Corporation - India
- Latin American Coal - Colombia
- Straits Asia Resources Limited - Singapore
- Globalindo Alam Lestari - Indonesia
- Madhucon Powers Ltd - India
- Mercator Lines Limited - India
- Alfred C Toepfer International GmbH - Germany
- VISA Power Limited - India
- Economic Council, Georgia
- Posco Energy - South Korea
- London Commodity Brokers - England
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