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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, 05 February 20
CORONAVIRUS AND THE SHIPPING INDUSTRY - WATSON, FARLEY & WILLIAMS
The continued spread of Coronavirus and governmental measures to minimise the impact is likely to affect the shipping industry and supply chain.
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Wednesday, 05 February 20
INDONESIA'S COAL PRICE REFERENCE UP 1.46% IN FEBRUARY
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised up the benchmark price of Indonesian thermal co ...
Wednesday, 05 February 20
MARKET INSIGHT - INTERMODAL
The oil and gas industry benefitted from a strong and solid ground in the previous year. We witnessed a slow but steady increase in bunker’s ...
Wednesday, 05 February 20
RUSSIA EXPORTED 28.6 MLN TONNES OF LNG IN 2019 - REFINITIV
A lot of attention has been paid recently on the surge in LNG exports from the United States. However, another country which is seeing truly expone ...
Tuesday, 04 February 20
CAPE: THE AVERAGE EARNINGS PER DAY FELL BENEATH THE USD 4,000, A LEVEL CONSIDERABLY BELOW EVEN THE MOST CONSERVATIVE OPEX LEVELS - ALLIED
The recent slump in the dry bulk freight market may well have been expected to some degree, but despite this the shock was still overwhelming when ...
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- Africa Commodities Group - South Africa
- Sojitz Corporation - Japan
- PetroVietnam Power Coal Import and Supply Company
- Bhushan Steel Limited - India
- Australian Commodity Traders Exchange
- Global Business Power Corporation, Philippines
- Sical Logistics Limited - India
- PTC India Limited - India
- Planning Commission, India
- Ind-Barath Power Infra Limited - India
- MS Steel International - UAE
- Timah Investasi Mineral - Indoneisa
- San Jose City I Power Corp, Philippines
- Leighton Contractors Pty Ltd - Australia
- Rashtriya Ispat Nigam Limited - India
- Holcim Trading Pte Ltd - Singapore
- Jaiprakash Power Ventures ltd
- Kideco Jaya Agung - Indonesia
- Metalloyd Limited - United Kingdom
- Kapuas Tunggal Persada - Indonesia
- Kobexindo Tractors - Indoneisa
- Baramulti Group, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- International Coal Ventures Pvt Ltd - India
- Bangladesh Power Developement Board
- Rio Tinto Coal - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Interocean Group of Companies - India
- Sakthi Sugars Limited - India
- Siam City Cement PLC, Thailand
- Directorate General of MIneral and Coal - Indonesia
- Simpson Spence & Young - Indonesia
- White Energy Company Limited
- Bharathi Cement Corporation - India
- Thiess Contractors Indonesia
- Grasim Industreis Ltd - India
- Central Electricity Authority - India
- Gujarat Electricity Regulatory Commission - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- IHS Mccloskey Coal Group - USA
- Dalmia Cement Bharat India
- Aboitiz Power Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Intertek Mineral Services - Indonesia
- Vedanta Resources Plc - India
- Petrochimia International Co. Ltd.- Taiwan
- Coalindo Energy - Indonesia
- Edison Trading Spa - Italy
- Directorate Of Revenue Intelligence - India
- Ministry of Finance - Indonesia
- Binh Thuan Hamico - Vietnam
- Kaltim Prima Coal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Mercuria Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- SMC Global Power, Philippines
- Salva Resources Pvt Ltd - India
- Indian Energy Exchange, India
- Alfred C Toepfer International GmbH - Germany
- Singapore Mercantile Exchange
- Manunggal Multi Energi - Indonesia
- Anglo American - United Kingdom
- Deloitte Consulting - India
- Siam City Cement - Thailand
- Indonesian Coal Mining Association
- Asmin Koalindo Tuhup - Indonesia
- Madhucon Powers Ltd - India
- Agrawal Coal Company - India
- Eastern Coal Council - USA
- Maheswari Brothers Coal Limited - India
- Bukit Makmur.PT - Indonesia
- Chamber of Mines of South Africa
- Indo Tambangraya Megah - Indonesia
- VISA Power Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Posco Energy - South Korea
- Sinarmas Energy and Mining - Indonesia
- Banpu Public Company Limited - Thailand
- GAC Shipping (India) Pvt Ltd
- Thai Mozambique Logistica
- Chettinad Cement Corporation Ltd - India
- Orica Mining Services - Indonesia
- Videocon Industries ltd - India
- Larsen & Toubro Limited - India
- Economic Council, Georgia
- Miang Besar Coal Terminal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Kumho Petrochemical, South Korea
- Formosa Plastics Group - Taiwan
- Coal and Oil Company - UAE
- LBH Netherlands Bv - Netherlands
- Parry Sugars Refinery, India
- The University of Queensland
- Gujarat Sidhee Cement - India
- Georgia Ports Authority, United States
- Commonwealth Bank - Australia
- Port Waratah Coal Services - Australia
- Ministry of Mines - Canada
- Borneo Indobara - Indonesia
- Indogreen Group - Indonesia
- Trasteel International SA, Italy
- Bayan Resources Tbk. - Indonesia
- Energy Link Ltd, New Zealand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Riau Bara Harum - Indonesia
- India Bulls Power Limited - India
- The State Trading Corporation of India Ltd
- Power Finance Corporation Ltd., India
- Maharashtra Electricity Regulatory Commission - India
- TeaM Sual Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Karaikal Port Pvt Ltd - India
- Parliament of New Zealand
- Bulk Trading Sa - Switzerland
- Makarim & Taira - Indonesia
- Therma Luzon, Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Electricity Authority, New Zealand
- Cement Manufacturers Association - India
- Global Coal Blending Company Limited - Australia
- Romanian Commodities Exchange
- New Zealand Coal & Carbon
- CNBM International Corporation - China
- Medco Energi Mining Internasional
- Vizag Seaport Private Limited - India
- Heidelberg Cement - Germany
- The Treasury - Australian Government
- Electricity Generating Authority of Thailand
- Eastern Energy - Thailand
- OPG Power Generation Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Central Java Power - Indonesia
- Xindia Steels Limited - India
- SMG Consultants - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Bukit Baiduri Energy - Indonesia
- McConnell Dowell - Australia
- Price Waterhouse Coopers - Russia
- Meralco Power Generation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Marubeni Corporation - India
- TNB Fuel Sdn Bhd - Malaysia
- Goldman Sachs - Singapore
- Star Paper Mills Limited - India
- Globalindo Alam Lestari - Indonesia
- Independent Power Producers Association of India
- Sree Jayajothi Cements Limited - India
- IEA Clean Coal Centre - UK
- Essar Steel Hazira Ltd - India
- Toyota Tsusho Corporation, Japan
- Kalimantan Lumbung Energi - Indonesia
- Petron Corporation, Philippines
- Tamil Nadu electricity Board
- Semirara Mining and Power Corporation, Philippines
- Wilmar Investment Holdings
- Pendopo Energi Batubara - Indonesia
- ICICI Bank Limited - India
- Semirara Mining Corp, Philippines
- Antam Resourcindo - Indonesia
- GVK Power & Infra Limited - India
- Oldendorff Carriers - Singapore
- Attock Cement Pakistan Limited
- CIMB Investment Bank - Malaysia
- Cigading International Bulk Terminal - Indonesia
- Ministry of Transport, Egypt
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sindya Power Generating Company Private Ltd
- Sarangani Energy Corporation, Philippines
- ASAPP Information Group - India
- Ambuja Cements Ltd - India
- Altura Mining Limited, Indonesia
- Coastal Gujarat Power Limited - India
- South Luzon Thermal Energy Corporation
- GN Power Mariveles Coal Plant, Philippines
- Meenaskhi Energy Private Limited - India
- Mjunction Services Limited - India
- Energy Development Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Mercator Lines Limited - India
- Merrill Lynch Commodities Europe
- Bank of Tokyo Mitsubishi UFJ Ltd
- Minerals Council of Australia
- Jindal Steel & Power Ltd - India
- PowerSource Philippines DevCo
- Aditya Birla Group - India
- Bhatia International Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Straits Asia Resources Limited - Singapore
- Lanco Infratech Ltd - India
- Iligan Light & Power Inc, Philippines
- Tata Chemicals Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Renaissance Capital - South Africa
- Indian Oil Corporation Limited
- London Commodity Brokers - England
- Pipit Mutiara Jaya. PT, Indonesia
- Malabar Cements Ltd - India
- Bhoruka Overseas - Indonesia
- Carbofer General Trading SA - India
- Mintek Dendrill Indonesia
- Savvy Resources Ltd - HongKong
- Uttam Galva Steels Limited - India
- Latin American Coal - Colombia
- Kepco SPC Power Corporation, Philippines
- Standard Chartered Bank - UAE
- Wood Mackenzie - Singapore
- GMR Energy Limited - India
- Barasentosa Lestari - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indika Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Samtan Co., Ltd - South Korea
- Orica Australia Pty. Ltd.
- Australian Coal Association
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