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.
|
|
Monday, 03 February 20
KOWEPO INVITING BIDS FOR 2.46 MILLION TONS OF MIN.5700 AND MIN.5600 NCV COAL
COALspot.com: South Korea’s Korea Western Power Co., Ltd. (KOWEPO) has issued an international tender for total 2,460,000 tons of (Sub) Bitum ...
Sunday, 02 February 20
NOVEL CORONAVIRUS OUTBREAK IN CHINA - STANDARD CLUB
Members will be aware of the recent novel coronavirus outbreak in China, which has now been declared a global emergency by the World Health Organis ...
Sunday, 02 February 20
SUPRAMAX: A 52,000DWT SHIP WAS FIXED BASIS DELIVERY SOUTH KALIMANTAN TRIP TO INDIA, AT $6,000 - BALTIC BRIEFING
Capesize
The week proved conspicuous for all the wrong reasons. This was the week when the Baltic Capesize Index (BCI) turned negative, closing ...
Saturday, 01 February 20
50 MILLION PEOPLE QUARANTINED IN CHINA TO CONTAIN SPREAD OF CORONAVIRUS - HOW DOES IT AFFECT SHIPPING? - BIMCO
The outbreak of the novel coronavirus, declared a global health emergency by the WHO, has caused massive uncertainty across the global markets with ...
Saturday, 01 February 20
THERMAL COAL MARKETS: 5 TRENDS TO WATCH OUT FOR IN 2020 - MINING REVIEW
The seaborne thermal coal market entered the year challenged by low priced LNG in the Atlantic and rapidly increasing supply in the Pacific.
&n ...
|
|
|
Showing 1156 to 1160 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- OPG Power Generation Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Coalindo Energy - Indonesia
- PTC India Limited - India
- Deloitte Consulting - India
- Mjunction Services Limited - India
- Medco Energi Mining Internasional
- Price Waterhouse Coopers - Russia
- Vijayanagar Sugar Pvt Ltd - India
- Central Electricity Authority - India
- International Coal Ventures Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Central Java Power - Indonesia
- Parry Sugars Refinery, India
- Sindya Power Generating Company Private Ltd
- Economic Council, Georgia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Krishnapatnam Port Company Ltd. - India
- Asmin Koalindo Tuhup - Indonesia
- Toyota Tsusho Corporation, Japan
- Interocean Group of Companies - India
- Baramulti Group, Indonesia
- Videocon Industries ltd - India
- Ministry of Finance - Indonesia
- Minerals Council of Australia
- Independent Power Producers Association of India
- Indika Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Australian Commodity Traders Exchange
- VISA Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Holcim Trading Pte Ltd - Singapore
- Mintek Dendrill Indonesia
- Indonesian Coal Mining Association
- Kartika Selabumi Mining - Indonesia
- IEA Clean Coal Centre - UK
- Bulk Trading Sa - Switzerland
- Petrochimia International Co. Ltd.- Taiwan
- Bhoruka Overseas - Indonesia
- Indogreen Group - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Manunggal Multi Energi - Indonesia
- Cement Manufacturers Association - India
- New Zealand Coal & Carbon
- Miang Besar Coal Terminal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- SMC Global Power, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dalmia Cement Bharat India
- Wilmar Investment Holdings
- Ceylon Electricity Board - Sri Lanka
- Pipit Mutiara Jaya. PT, Indonesia
- McConnell Dowell - Australia
- Iligan Light & Power Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- Uttam Galva Steels Limited - India
- Kaltim Prima Coal - Indonesia
- Maheswari Brothers Coal Limited - India
- Electricity Authority, New Zealand
- Petron Corporation, Philippines
- Mercator Lines Limited - India
- Commonwealth Bank - Australia
- Tata Chemicals Ltd - India
- Gujarat Electricity Regulatory Commission - India
- CIMB Investment Bank - Malaysia
- Bukit Asam (Persero) Tbk - Indonesia
- Leighton Contractors Pty Ltd - Australia
- India Bulls Power Limited - India
- Bhatia International Limited - India
- Global Coal Blending Company Limited - Australia
- The State Trading Corporation of India Ltd
- Directorate Of Revenue Intelligence - India
- Orica Mining Services - Indonesia
- Mercuria Energy - Indonesia
- GVK Power & Infra Limited - India
- ICICI Bank Limited - India
- Eastern Coal Council - USA
- TNB Fuel Sdn Bhd - Malaysia
- Antam Resourcindo - Indonesia
- Vizag Seaport Private Limited - India
- Timah Investasi Mineral - Indoneisa
- Kobexindo Tractors - Indoneisa
- Malabar Cements Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Kumho Petrochemical, South Korea
- GMR Energy Limited - India
- Carbofer General Trading SA - India
- Australian Coal Association
- San Jose City I Power Corp, Philippines
- Goldman Sachs - Singapore
- Kepco SPC Power Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Larsen & Toubro Limited - India
- Siam City Cement PLC, Thailand
- Straits Asia Resources Limited - Singapore
- Oldendorff Carriers - Singapore
- Kapuas Tunggal Persada - Indonesia
- Thai Mozambique Logistica
- PetroVietnam Power Coal Import and Supply Company
- Altura Mining Limited, Indonesia
- The Treasury - Australian Government
- The University of Queensland
- Karaikal Port Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- PowerSource Philippines DevCo
- PNOC Exploration Corporation - Philippines
- Kohat Cement Company Ltd. - Pakistan
- Billiton Holdings Pty Ltd - Australia
- Africa Commodities Group - South Africa
- Jindal Steel & Power Ltd - India
- Meralco Power Generation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Trasteel International SA, Italy
- Essar Steel Hazira Ltd - India
- IHS Mccloskey Coal Group - USA
- Ministry of Transport, Egypt
- Romanian Commodities Exchange
- Bayan Resources Tbk. - Indonesia
- TeaM Sual Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Aditya Birla Group - India
- Orica Australia Pty. Ltd.
- Xindia Steels Limited - India
- AsiaOL BioFuels Corp., Philippines
- Chamber of Mines of South Africa
- Bangladesh Power Developement Board
- Therma Luzon, Inc, Philippines
- Wood Mackenzie - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Borneo Indobara - Indonesia
- Star Paper Mills Limited - India
- Power Finance Corporation Ltd., India
- Makarim & Taira - Indonesia
- Intertek Mineral Services - Indonesia
- Simpson Spence & Young - Indonesia
- Parliament of New Zealand
- Alfred C Toepfer International GmbH - Germany
- Attock Cement Pakistan Limited
- Latin American Coal - Colombia
- Savvy Resources Ltd - HongKong
- Sinarmas Energy and Mining - Indonesia
- Metalloyd Limited - United Kingdom
- Coastal Gujarat Power Limited - India
- ASAPP Information Group - India
- Port Waratah Coal Services - Australia
- Indian Energy Exchange, India
- Salva Resources Pvt Ltd - India
- Siam City Cement - Thailand
- Global Business Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Meenaskhi Energy Private Limited - India
- Riau Bara Harum - Indonesia
- Posco Energy - South Korea
- Grasim Industreis Ltd - India
- Binh Thuan Hamico - Vietnam
- Lanco Infratech Ltd - India
- Formosa Plastics Group - Taiwan
- Maharashtra Electricity Regulatory Commission - India
- London Commodity Brokers - England
- Sical Logistics Limited - India
- Banpu Public Company Limited - Thailand
- Edison Trading Spa - Italy
- Chettinad Cement Corporation Ltd - India
- Vedanta Resources Plc - India
- Electricity Generating Authority of Thailand
- Bharathi Cement Corporation - India
- Ambuja Cements Ltd - India
- CNBM International Corporation - China
- European Bulk Services B.V. - Netherlands
- Bukit Baiduri Energy - Indonesia
- Madhucon Powers Ltd - India
- Georgia Ports Authority, United States
- Coal and Oil Company - UAE
- Semirara Mining and Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Global Green Power PLC Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Merrill Lynch Commodities Europe
- Sarangani Energy Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Planning Commission, India
- Rio Tinto Coal - Australia
- MS Steel International - UAE
- Sakthi Sugars Limited - India
- Singapore Mercantile Exchange
- Jaiprakash Power Ventures ltd
- Thiess Contractors Indonesia
- Sree Jayajothi Cements Limited - India
- Agrawal Coal Company - India
- Ministry of Mines - Canada
- Heidelberg Cement - Germany
- Gujarat Sidhee Cement - India
- Kideco Jaya Agung - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Standard Chartered Bank - UAE
- Indian Oil Corporation Limited
- Marubeni Corporation - India
- LBH Netherlands Bv - Netherlands
- Cigading International Bulk Terminal - Indonesia
- Bukit Makmur.PT - Indonesia
- Aboitiz Power Corporation - Philippines
- Anglo American - United Kingdom
- Tamil Nadu electricity Board
- Renaissance Capital - South Africa
- Energy Development Corp, Philippines
- Semirara Mining Corp, Philippines
- White Energy Company Limited
- Bhushan Steel Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Barasentosa Lestari - Indonesia
- Sojitz Corporation - Japan
- Eastern Energy - Thailand
- SMG Consultants - Indonesia
- Indo Tambangraya Megah - Indonesia
- Ind-Barath Power Infra Limited - India
|
| |
| |
|
