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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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Saturday, 01 February 20
COAL IS NOT GOING ANYWHERE - MINING REVIEW
The coal sector is living under the constant threat of being blamed by environmentalists as being responsible for a world disaster called global wa ...
Saturday, 01 February 20
CIL PRODUCTION TO NOT EXCEED 640 MILLION TON IN FY20: OFFICIAL - PTI
Hit by disruptions due to a prolonged monsoon, mining major Coal India Ltd’s production in the current fiscal will not exceed 640 million ton ...
Saturday, 01 February 20
WHO PAYS FOR IMO 2020? - FREIGHT WAVES
The United Nations’ International Maritime Organization (IMO) implemented its low-sulfur fuel mandate on January 1, 2020. Full enforcement be ...
Friday, 31 January 20
EIA EXPECTS U.S. ELECTRICITY GENERATION FROM RENEWABLES TO SOON SURPASS NUCLEAR AND COAL
In the latest long-term projections, the U.S Energy Information Administration (EIA) projects electricity generation from renewable sources such as ...
Thursday, 30 January 20
PRIVATE SECTOR COMPANIES SEEK 'LEVEL PLAYING FIELD' FOR COAL BLOCK AUCTION - PTI
Private sector companies scouting opportunities for commercial coal mining in the country are seeking a “level playing field” to encour ...
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- Coal and Oil Company - UAE
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- LBH Netherlands Bv - Netherlands
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- Eastern Coal Council - USA
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- Sree Jayajothi Cements Limited - India
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- Edison Trading Spa - Italy
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- Africa Commodities Group - South Africa
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- SN Aboitiz Power Inc, Philippines
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- The University of Queensland
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- Baramulti Group, Indonesia
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- Miang Besar Coal Terminal - Indonesia
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- Parliament of New Zealand
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- CNBM International Corporation - China
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- London Commodity Brokers - England
- Global Coal Blending Company Limited - Australia
- Kohat Cement Company Ltd. - Pakistan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Indogreen Group - Indonesia
- Tata Chemicals Ltd - India
- Meralco Power Generation, Philippines
- Ministry of Transport, Egypt
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- Timah Investasi Mineral - Indoneisa
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- Kaltim Prima Coal - Indonesia
- Madhucon Powers Ltd - India
- San Jose City I Power Corp, Philippines
- Goldman Sachs - Singapore
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- Commonwealth Bank - Australia
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- Manunggal Multi Energi - Indonesia
- Global Business Power Corporation, Philippines
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- Energy Development Corp, Philippines
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- Chettinad Cement Corporation Ltd - India
- Metalloyd Limited - United Kingdom
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- White Energy Company Limited
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- McConnell Dowell - Australia
- Altura Mining Limited, Indonesia
- Vedanta Resources Plc - India
- PetroVietnam Power Coal Import and Supply Company
- Directorate General of MIneral and Coal - Indonesia
- Antam Resourcindo - Indonesia
- Mercuria Energy - Indonesia
- Standard Chartered Bank - UAE
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- Formosa Plastics Group - Taiwan
- Mintek Dendrill Indonesia
- VISA Power Limited - India
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- Trasteel International SA, Italy
- Banpu Public Company Limited - Thailand
- Sarangani Energy Corporation, Philippines
- SMC Global Power, Philippines
- Siam City Cement PLC, Thailand
- Therma Luzon, Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- International Coal Ventures Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Petrochimia International Co. Ltd.- Taiwan
- Kapuas Tunggal Persada - Indonesia
- Port Waratah Coal Services - Australia
- Directorate Of Revenue Intelligence - India
- Sojitz Corporation - Japan
- GN Power Mariveles Coal Plant, Philippines
- Billiton Holdings Pty Ltd - Australia
- Iligan Light & Power Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Binh Thuan Hamico - Vietnam
- Straits Asia Resources Limited - Singapore
- Xindia Steels Limited - India
- Sical Logistics Limited - India
- Thai Mozambique Logistica
- Orica Australia Pty. Ltd.
- Bukit Baiduri Energy - Indonesia
- MS Steel International - UAE
- Australian Coal Association
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- The State Trading Corporation of India Ltd
- Eastern Energy - Thailand
- Maheswari Brothers Coal Limited - India
- Economic Council, Georgia
- Malabar Cements Ltd - India
- India Bulls Power Limited - India
- Electricity Authority, New Zealand
- Tamil Nadu electricity Board
- Krishnapatnam Port Company Ltd. - India
- Indian Energy Exchange, India
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- Rio Tinto Coal - Australia
- Bangladesh Power Developement Board
- Sindya Power Generating Company Private Ltd
- Mercator Lines Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bayan Resources Tbk. - Indonesia
- Central Electricity Authority - India
- Ministry of Finance - Indonesia
- Wood Mackenzie - Singapore
- Merrill Lynch Commodities Europe
- Sakthi Sugars Limited - India
- GAC Shipping (India) Pvt Ltd
- Leighton Contractors Pty Ltd - Australia
- Anglo American - United Kingdom
- Planning Commission, India
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- Chamber of Mines of South Africa
- IEA Clean Coal Centre - UK
- Alfred C Toepfer International GmbH - Germany
- Kumho Petrochemical, South Korea
- Salva Resources Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Ambuja Cements Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Heidelberg Cement - Germany
- Petron Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Marubeni Corporation - India
- Lanco Infratech Ltd - India
- Deloitte Consulting - India
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