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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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Thursday, 30 January 20
CAPE: WITH CHINESE NEW YEAR TAKING PLACE, THE RATES ARE REACHING FURTHER DISAPPOINTING LEVELS - FEARNLEYS
Cape
With Chinese New Year taking place, the rates are reaching further disappointing levels. Present TC average is below USD 4,500, off 24% fr ...
Wednesday, 29 January 20
INDONESIA REMAINS AT THE TOP SPOT IN 2019 AS THE LARGEST SUPPLIER OF COAL TO INDIA WITH 91.3 MLN TONNES - BANCHERO COSTA
Despite repeated promises from India’s government to reduce the country’s coal imports and increase domestic self-reliance, volumes jus ...
Wednesday, 29 January 20
MARKET INSIGHT - INTERMODAL
Last week Libya’s oil production operations were disrupted as it was reported that local Libyan tribes interrupted output at the the El Feel ...
Tuesday, 28 January 20
INDONESIA - UNCERTAINTY OVER AVAILABILITY OF LSFO - THE STANDARD CLUB
The club has received reports that low sulphur fuel is not currently readily available in all Indonesian ports and that there are local shortages.
...
Sunday, 26 January 20
SUPRAMAX: THE ASIAN BASIN SAW A 56,000DWT SHIP FIXING DELIVERY SAMARINDA TRIP TO WEST COAST INDIA AT $4,750 - BALTIC BRIEFING
Capesize
The market endured heavy losses throughout the past week, with the Capesize 5TC dropping from $8,352 to $4,772. In the lead up to Chin ...
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- Anglo American - United Kingdom
- Sree Jayajothi Cements Limited - India
- Coalindo Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- The State Trading Corporation of India Ltd
- GVK Power & Infra Limited - India
- Kepco SPC Power Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- New Zealand Coal & Carbon
- Goldman Sachs - Singapore
- Bhatia International Limited - India
- International Coal Ventures Pvt Ltd - India
- Star Paper Mills Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Central Java Power - Indonesia
- Mintek Dendrill Indonesia
- Binh Thuan Hamico - Vietnam
- Malabar Cements Ltd - India
- Sarangani Energy Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Samtan Co., Ltd - South Korea
- Vijayanagar Sugar Pvt Ltd - India
- Georgia Ports Authority, United States
- Miang Besar Coal Terminal - Indonesia
- Orica Australia Pty. Ltd.
- Barasentosa Lestari - Indonesia
- Indian Energy Exchange, India
- GMR Energy Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Planning Commission, India
- Sical Logistics Limited - India
- Baramulti Group, Indonesia
- Holcim Trading Pte Ltd - Singapore
- SMG Consultants - Indonesia
- Gujarat Sidhee Cement - India
- Interocean Group of Companies - India
- Oldendorff Carriers - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Meenaskhi Energy Private Limited - India
- Chettinad Cement Corporation Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Meralco Power Generation, Philippines
- Agrawal Coal Company - India
- ICICI Bank Limited - India
- Merrill Lynch Commodities Europe
- Aditya Birla Group - India
- Sinarmas Energy and Mining - Indonesia
- Altura Mining Limited, Indonesia
- Manunggal Multi Energi - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- CIMB Investment Bank - Malaysia
- Renaissance Capital - South Africa
- The University of Queensland
- TeaM Sual Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Australian Coal Association
- Economic Council, Georgia
- Directorate Of Revenue Intelligence - India
- Ministry of Mines - Canada
- Medco Energi Mining Internasional
- Kapuas Tunggal Persada - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Coal and Oil Company - UAE
- Timah Investasi Mineral - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Eastern Energy - Thailand
- Simpson Spence & Young - Indonesia
- Kartika Selabumi Mining - Indonesia
- Electricity Authority, New Zealand
- Indogreen Group - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Edison Trading Spa - Italy
- PTC India Limited - India
- Independent Power Producers Association of India
- Trasteel International SA, Italy
- Metalloyd Limited - United Kingdom
- San Jose City I Power Corp, Philippines
- Tata Chemicals Ltd - India
- London Commodity Brokers - England
- Cigading International Bulk Terminal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Globalindo Alam Lestari - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Minerals Council of Australia
- Videocon Industries ltd - India
- Bhushan Steel Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Parliament of New Zealand
- GAC Shipping (India) Pvt Ltd
- Eastern Coal Council - USA
- Marubeni Corporation - India
- Dalmia Cement Bharat India
- Therma Luzon, Inc, Philippines
- Rio Tinto Coal - Australia
- Central Electricity Authority - India
- Vedanta Resources Plc - India
- The Treasury - Australian Government
- Rashtriya Ispat Nigam Limited - India
- Indonesian Coal Mining Association
- ASAPP Information Group - India
- PNOC Exploration Corporation - Philippines
- Thiess Contractors Indonesia
- Tamil Nadu electricity Board
- Ministry of Finance - Indonesia
- Lanco Infratech Ltd - India
- Intertek Mineral Services - Indonesia
- Kumho Petrochemical, South Korea
- India Bulls Power Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Transport, Egypt
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Bukit Makmur.PT - Indonesia
- Salva Resources Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Electricity Generating Authority of Thailand
- Xindia Steels Limited - India
- Energy Link Ltd, New Zealand
- Antam Resourcindo - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- SMC Global Power, Philippines
- Parry Sugars Refinery, India
- Straits Asia Resources Limited - Singapore
- VISA Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Latin American Coal - Colombia
- Savvy Resources Ltd - HongKong
- Kaltim Prima Coal - Indonesia
- European Bulk Services B.V. - Netherlands
- Wilmar Investment Holdings
- Port Waratah Coal Services - Australia
- Karaikal Port Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Energy Development Corp, Philippines
- Thai Mozambique Logistica
- Orica Mining Services - Indonesia
- Riau Bara Harum - Indonesia
- SN Aboitiz Power Inc, Philippines
- Sakthi Sugars Limited - India
- Price Waterhouse Coopers - Russia
- McConnell Dowell - Australia
- Makarim & Taira - Indonesia
- Mercuria Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Siam City Cement PLC, Thailand
- Bulk Trading Sa - Switzerland
- Aboitiz Power Corporation - Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mercator Lines Limited - India
- PowerSource Philippines DevCo
- CNBM International Corporation - China
- MS Steel International - UAE
- Semirara Mining and Power Corporation, Philippines
- Australian Commodity Traders Exchange
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kohat Cement Company Ltd. - Pakistan
- Bhoruka Overseas - Indonesia
- Bangladesh Power Developement Board
- Attock Cement Pakistan Limited
- Commonwealth Bank - Australia
- Petron Corporation, Philippines
- Vizag Seaport Private Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Deloitte Consulting - India
- Indian Oil Corporation Limited
- Ind-Barath Power Infra Limited - India
- Indika Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Ambuja Cements Ltd - India
- Cement Manufacturers Association - India
- IHS Mccloskey Coal Group - USA
- IEA Clean Coal Centre - UK
- Singapore Mercantile Exchange
- Africa Commodities Group - South Africa
- Essar Steel Hazira Ltd - India
- Jindal Steel & Power Ltd - India
- Formosa Plastics Group - Taiwan
- Ceylon Electricity Board - Sri Lanka
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- South Luzon Thermal Energy Corporation
- Wood Mackenzie - Singapore
- Posco Energy - South Korea
- Siam City Cement - Thailand
- Carbofer General Trading SA - India
- Indo Tambangraya Megah - Indonesia
- White Energy Company Limited
- Borneo Indobara - Indonesia
- Larsen & Toubro Limited - India
- Semirara Mining Corp, Philippines
- Mjunction Services Limited - India
- Madhucon Powers Ltd - India
- Bukit Baiduri Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Chamber of Mines of South Africa
- Leighton Contractors Pty Ltd - Australia
- Romanian Commodities Exchange
- Sindya Power Generating Company Private Ltd
- Sojitz Corporation - Japan
- Bharathi Cement Corporation - India
- Grasim Industreis Ltd - India
- Power Finance Corporation Ltd., India
- Kideco Jaya Agung - Indonesia
- OPG Power Generation Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Kobexindo Tractors - Indoneisa
- Coastal Gujarat Power Limited - India
- Global Green Power PLC Corporation, Philippines
- Standard Chartered Bank - UAE
- Toyota Tsusho Corporation, Japan
- Uttam Galva Steels Limited - India
- Global Business Power Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Heidelberg Cement - Germany
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