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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, 12 February 20
COAL INDIA WILL EXCEED LAST YEAR'S PRODUCTION FIGURES: OFFICIAL - PTI
Despite coal production being hampered at Dipka mines due to prolonged rains, Coal India Ltd will exceed last year’s production figures, a to ...
Wednesday, 12 February 20
MARKET INSIGHT - INTERMODAL
The recent Coronavirus outbreak in China has led to a global health emergency by World Health Organization and it is yet to be seen how long the ph ...
Wednesday, 12 February 20
THE SHIPPING INDUSTRY SEES FREIGHT MARKETS IN A COMPLETE STATE OF COLLAPSE AS DEMAND GETS PARALYZED DUE TO CORONAVIRUS OUTBREAK - ALLIED
With China and the world still trying to contain the effects and come to terms with the Wuhan novel coronavirus outbreak, the shipping industry see ...
Wednesday, 12 February 20
WORLD STEEL PRODUCTION IN 2019 - BANCHERO COSTA
In a worrying development, global steel production slowed down considerably in the fourth quarter of 2019. In the final 3 months of 2019, total cru ...
Sunday, 09 February 20
SUPRAMAX: THE ASIAN ARENA STRUGGLED, A 50,000DWT SHIP FIXING A COAL RUN FROM EAST KALIMANTAN TO INDIA AT $2,000 - THE BALTIC BRIEFING
Capesize
The Capesize market endured another dreadful week of calamitous rate level falls, as the usual season low Q1 period combined with rece ...
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- Goldman Sachs - Singapore
- Jaiprakash Power Ventures ltd
- London Commodity Brokers - England
- Bahari Cakrawala Sebuku - Indonesia
- Intertek Mineral Services - Indonesia
- Siam City Cement PLC, Thailand
- SMG Consultants - Indonesia
- Kaltim Prima Coal - Indonesia
- Electricity Generating Authority of Thailand
- Mintek Dendrill Indonesia
- Kalimantan Lumbung Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- Energy Development Corp, Philippines
- Merrill Lynch Commodities Europe
- Grasim Industreis Ltd - India
- New Zealand Coal & Carbon
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- Sindya Power Generating Company Private Ltd
- Wilmar Investment Holdings
- GVK Power & Infra Limited - India
- Bhushan Steel Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Uttam Galva Steels Limited - India
- Standard Chartered Bank - UAE
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- San Jose City I Power Corp, Philippines
- Xindia Steels Limited - India
- Star Paper Mills Limited - India
- Larsen & Toubro Limited - India
- AsiaOL BioFuels Corp., Philippines
- Meenaskhi Energy Private Limited - India
- Central Electricity Authority - India
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- Coalindo Energy - Indonesia
- Eastern Coal Council - USA
- Bhoruka Overseas - Indonesia
- Altura Mining Limited, Indonesia
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- Parry Sugars Refinery, India
- Coal and Oil Company - UAE
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- GAC Shipping (India) Pvt Ltd
- Rio Tinto Coal - Australia
- Coastal Gujarat Power Limited - India
- PTC India Limited - India
- Power Finance Corporation Ltd., India
- Bayan Resources Tbk. - Indonesia
- Mercuria Energy - Indonesia
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- Parliament of New Zealand
- Lanco Infratech Ltd - India
- Georgia Ports Authority, United States
- Ind-Barath Power Infra Limited - India
- Global Green Power PLC Corporation, Philippines
- Mjunction Services Limited - India
- Indian Energy Exchange, India
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- Straits Asia Resources Limited - Singapore
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- Sarangani Energy Corporation, Philippines
- Tamil Nadu electricity Board
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- Ministry of Transport, Egypt
- Banpu Public Company Limited - Thailand
- Gujarat Mineral Development Corp Ltd - India
- Agrawal Coal Company - India
- Borneo Indobara - Indonesia
- Toyota Tsusho Corporation, Japan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Riau Bara Harum - Indonesia
- Australian Coal Association
- Sical Logistics Limited - India
- CNBM International Corporation - China
- Leighton Contractors Pty Ltd - Australia
- Mercator Lines Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Therma Luzon, Inc, Philippines
- Aditya Birla Group - India
- Sinarmas Energy and Mining - Indonesia
- Timah Investasi Mineral - Indoneisa
- TeaM Sual Corporation - Philippines
- Port Waratah Coal Services - Australia
- Chamber of Mines of South Africa
- Simpson Spence & Young - Indonesia
- PowerSource Philippines DevCo
- Sree Jayajothi Cements Limited - India
- Vizag Seaport Private Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Tata Chemicals Ltd - India
- Siam City Cement - Thailand
- Thai Mozambique Logistica
- Ministry of Mines - Canada
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- McConnell Dowell - Australia
- Cement Manufacturers Association - India
- IHS Mccloskey Coal Group - USA
- Semirara Mining and Power Corporation, Philippines
- Deloitte Consulting - India
- Attock Cement Pakistan Limited
- Gujarat Sidhee Cement - India
- Samtan Co., Ltd - South Korea
- PetroVietnam Power Coal Import and Supply Company
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- Oldendorff Carriers - Singapore
- Petron Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- The Treasury - Australian Government
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- Electricity Authority, New Zealand
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- International Coal Ventures Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Renaissance Capital - South Africa
- Asmin Koalindo Tuhup - Indonesia
- Bharathi Cement Corporation - India
- Carbofer General Trading SA - India
- Planning Commission, India
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- Aboitiz Power Corporation - Philippines
- Indonesian Coal Mining Association
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- CIMB Investment Bank - Malaysia
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- Bukit Baiduri Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- SMC Global Power, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
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- Gujarat Electricity Regulatory Commission - India
- Indian Oil Corporation Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Indo Tambangraya Megah - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
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- Barasentosa Lestari - Indonesia
- OPG Power Generation Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- South Luzon Thermal Energy Corporation
- Commonwealth Bank - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Pendopo Energi Batubara - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Economic Council, Georgia
- Wood Mackenzie - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Orica Australia Pty. Ltd.
- Kideco Jaya Agung - Indonesia
- ASAPP Information Group - India
- Dalmia Cement Bharat India
- Videocon Industries ltd - India
- Baramulti Group, Indonesia
- Ministry of Finance - Indonesia
- VISA Power Limited - India
- Eastern Energy - Thailand
- Karaikal Port Pvt Ltd - India
- ICICI Bank Limited - India
- Kumho Petrochemical, South Korea
- Semirara Mining Corp, Philippines
- Malabar Cements Ltd - India
- Jindal Steel & Power Ltd - India
- Romanian Commodities Exchange
- Karbindo Abesyapradhi - Indoneisa
- Essar Steel Hazira Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- MS Steel International - UAE
- Singapore Mercantile Exchange
- Rashtriya Ispat Nigam Limited - India
- White Energy Company Limited
- Ceylon Electricity Board - Sri Lanka
- Global Business Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Antam Resourcindo - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Iligan Light & Power Inc, Philippines
- Sojitz Corporation - Japan
- Heidelberg Cement - Germany
- India Bulls Power Limited - India
- GMR Energy Limited - India
- Bulk Trading Sa - Switzerland
- Makarim & Taira - Indonesia
- Formosa Plastics Group - Taiwan
- Sakthi Sugars Limited - India
- Posco Energy - South Korea
- Indogreen Group - Indonesia
- The State Trading Corporation of India Ltd
- Price Waterhouse Coopers - Russia
- Savvy Resources Ltd - HongKong
- Australian Commodity Traders Exchange
- Africa Commodities Group - South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kepco SPC Power Corporation, Philippines
- Interocean Group of Companies - India
- Trasteel International SA, Italy
- Kobexindo Tractors - Indoneisa
- Metalloyd Limited - United Kingdom
- Minerals Council of Australia
- The University of Queensland
- SN Aboitiz Power Inc, Philippines
- Orica Mining Services - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Anglo American - United Kingdom
- IEA Clean Coal Centre - UK
- Latin American Coal - Colombia
- Kapuas Tunggal Persada - Indonesia
- Directorate Of Revenue Intelligence - India
- LBH Netherlands Bv - Netherlands
- Directorate General of MIneral and Coal - Indonesia
- Bhatia International Limited - India
- Bangladesh Power Developement Board
- Ambuja Cements Ltd - India
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