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.
|
|
Sunday, 26 January 20
SHIPPING NEEDS TO PREPARE FOR CORONAVIRUS RESTRICTIONS WARNS HILL DICKINSON
The shipping industry needs to be prepared for potential restrictions in order to prevent the further spread of the ‘Wuhan’ coronavirus ...
Friday, 24 January 20
LOW-SULPHUR FUEL OIL PRICES DROP USD 99 PER MT IN SINGAPORE - BIMCO
Singapore has seen one of the largest drops in the price of Very Low Sulphur Fuel Oil (VLSFO), which peaked on 7 January 2020 at USD 740 per metric ...
Friday, 24 January 20
CHINA'S BENCHMARK POWER COAL PRICE REMAINED FLAT DURING THE PAST WEEK - XINHUA
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of coal prices in north China’s major ports, stood at 553 yuan (about 80.1 U.S. dollars) ...
Thursday, 23 January 20
PANAMAX: ANOTHER DISAPPOINTING WEEK IN BOTH THE ATLANTIC AND THE PACIFIC BASIN - FEARNLEYS
Cape Size
From bad to worse for the biggest ships as prices for low-sulphur fuel oil remain high whilst freight rates deteriorate further. Aver ...
Thursday, 23 January 20
AFRICAN POWER PLATFORM PUBLISHES REPORTS ON POWER SECTOR FRAMEWORK FOR SELECTED AFRICAN COUNTRIES
Press Release: African Power Platform publishes Reports on Power Sector Framework for selected African Countries
With the repo ...
|
|
|
Showing 1171 to 1175 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Star Paper Mills Limited - India
- Directorate Of Revenue Intelligence - India
- Indian Oil Corporation Limited
- Merrill Lynch Commodities Europe
- Videocon Industries ltd - India
- Meralco Power Generation, Philippines
- McConnell Dowell - Australia
- Therma Luzon, Inc, Philippines
- Savvy Resources Ltd - HongKong
- Gujarat Electricity Regulatory Commission - India
- Sindya Power Generating Company Private Ltd
- SMG Consultants - Indonesia
- Trasteel International SA, Italy
- Tata Chemicals Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Goldman Sachs - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Essar Steel Hazira Ltd - India
- Baramulti Group, Indonesia
- White Energy Company Limited
- TNB Fuel Sdn Bhd - Malaysia
- Kohat Cement Company Ltd. - Pakistan
- Semirara Mining Corp, Philippines
- Carbofer General Trading SA - India
- Commonwealth Bank - Australia
- OPG Power Generation Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- The University of Queensland
- Meenaskhi Energy Private Limited - India
- Intertek Mineral Services - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- IEA Clean Coal Centre - UK
- Parliament of New Zealand
- Attock Cement Pakistan Limited
- Thiess Contractors Indonesia
- Kobexindo Tractors - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Antam Resourcindo - Indonesia
- Indika Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Minerals Council of Australia
- Jorong Barutama Greston.PT - Indonesia
- Eastern Energy - Thailand
- Bangladesh Power Developement Board
- Borneo Indobara - Indonesia
- Rio Tinto Coal - Australia
- Banpu Public Company Limited - Thailand
- International Coal Ventures Pvt Ltd - India
- GMR Energy Limited - India
- Global Green Power PLC Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Sakthi Sugars Limited - India
- Jindal Steel & Power Ltd - India
- Bharathi Cement Corporation - India
- Samtan Co., Ltd - South Korea
- Directorate General of MIneral and Coal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Ministry of Finance - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wilmar Investment Holdings
- Mjunction Services Limited - India
- SN Aboitiz Power Inc, Philippines
- Orica Mining Services - Indonesia
- Ambuja Cements Ltd - India
- Orica Australia Pty. Ltd.
- Gujarat Mineral Development Corp Ltd - India
- Energy Development Corp, Philippines
- Mintek Dendrill Indonesia
- Posco Energy - South Korea
- Mercator Lines Limited - India
- Edison Trading Spa - Italy
- Timah Investasi Mineral - Indoneisa
- MS Steel International - UAE
- Asmin Koalindo Tuhup - Indonesia
- TeaM Sual Corporation - Philippines
- Altura Mining Limited, Indonesia
- Kumho Petrochemical, South Korea
- Karbindo Abesyapradhi - Indoneisa
- Dalmia Cement Bharat India
- Planning Commission, India
- Formosa Plastics Group - Taiwan
- Sical Logistics Limited - India
- VISA Power Limited - India
- Sarangani Energy Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Salva Resources Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Price Waterhouse Coopers - Russia
- Siam City Cement PLC, Thailand
- Coalindo Energy - Indonesia
- Renaissance Capital - South Africa
- Kapuas Tunggal Persada - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Sojitz Corporation - Japan
- Siam City Cement - Thailand
- Globalindo Alam Lestari - Indonesia
- ASAPP Information Group - India
- Latin American Coal - Colombia
- Indo Tambangraya Megah - Indonesia
- Aboitiz Power Corporation - Philippines
- PowerSource Philippines DevCo
- Barasentosa Lestari - Indonesia
- SMC Global Power, Philippines
- Electricity Generating Authority of Thailand
- Oldendorff Carriers - Singapore
- Ceylon Electricity Board - Sri Lanka
- Aditya Birla Group - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Indogreen Group - Indonesia
- Romanian Commodities Exchange
- South Luzon Thermal Energy Corporation
- Xindia Steels Limited - India
- Sree Jayajothi Cements Limited - India
- Maheswari Brothers Coal Limited - India
- Lanco Infratech Ltd - India
- Straits Asia Resources Limited - Singapore
- Grasim Industreis Ltd - India
- Karaikal Port Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- CIMB Investment Bank - Malaysia
- Cement Manufacturers Association - India
- Bukit Baiduri Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Agrawal Coal Company - India
- Australian Coal Association
- Bhatia International Limited - India
- Kideco Jaya Agung - Indonesia
- Georgia Ports Authority, United States
- Eastern Coal Council - USA
- Energy Link Ltd, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- ICICI Bank Limited - India
- Tamil Nadu electricity Board
- IHS Mccloskey Coal Group - USA
- Jaiprakash Power Ventures ltd
- Vedanta Resources Plc - India
- Bukit Makmur.PT - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- LBH Netherlands Bv - Netherlands
- Bayan Resources Tbk. - Indonesia
- Medco Energi Mining Internasional
- CNBM International Corporation - China
- PTC India Limited - India
- Larsen & Toubro Limited - India
- London Commodity Brokers - England
- Simpson Spence & Young - Indonesia
- Central Java Power - Indonesia
- Petron Corporation, Philippines
- Marubeni Corporation - India
- Vijayanagar Sugar Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Wood Mackenzie - Singapore
- Deloitte Consulting - India
- Interocean Group of Companies - India
- GVK Power & Infra Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Manunggal Multi Energi - Indonesia
- Coal and Oil Company - UAE
- Miang Besar Coal Terminal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Toyota Tsusho Corporation, Japan
- Alfred C Toepfer International GmbH - Germany
- Bhushan Steel Limited - India
- Power Finance Corporation Ltd., India
- Global Coal Blending Company Limited - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Heidelberg Cement - Germany
- Independent Power Producers Association of India
- Port Waratah Coal Services - Australia
- Africa Commodities Group - South Africa
- Mercuria Energy - Indonesia
- Singapore Mercantile Exchange
- Malabar Cements Ltd - India
- New Zealand Coal & Carbon
- Chettinad Cement Corporation Ltd - India
- Australian Commodity Traders Exchange
- Ministry of Transport, Egypt
- Vizag Seaport Private Limited - India
- San Jose City I Power Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Chamber of Mines of South Africa
- The State Trading Corporation of India Ltd
- PNOC Exploration Corporation - Philippines
- Standard Chartered Bank - UAE
- Madhucon Powers Ltd - India
- Makarim & Taira - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Krishnapatnam Port Company Ltd. - India
- Bhoruka Overseas - Indonesia
- India Bulls Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- Ministry of Mines - Canada
- Anglo American - United Kingdom
- Metalloyd Limited - United Kingdom
- Neyveli Lignite Corporation Ltd, - India
- Economic Council, Georgia
- Ind-Barath Power Infra Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Central Electricity Authority - India
- Indian Energy Exchange, India
- Kepco SPC Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Indonesian Coal Mining Association
- Parry Sugars Refinery, India
- Uttam Galva Steels Limited - India
- Gujarat Sidhee Cement - India
- Global Business Power Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Electricity Authority, New Zealand
- Thai Mozambique Logistica
- Asia Pacific Energy Resources Ventures Inc, Philippines
- The Treasury - Australian Government
|
| |
| |
|