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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, 23 January 20
COAL-BASED ELECTRICITY GENERATION SURGES 95% IN 2019 - PROFIT PAKISTAN TODAY
Coal-based power generation jumped 94.5 percent to 2,030 Gigawatt hours (GWh) in the year to November 2019, taking its share in the country’s ...
Wednesday, 22 January 20
INDIA: COAL PRODUCTION FROM CAPTIVE MINES RAISES 24% OUTPUT IN APRIL TO DECEMBER - FINANCIAL EXPRESS
Coal production from captive mines in the first nine months of the ongoing financial year was up 24% year-on-year (y-o-y) at 40.93 million tonne (M ...
Wednesday, 22 January 20
SHIPPING MARKET INSIGHT - INTERMODAL
It seems that we are finally seeing whitish smoke as far as the trade feud between the US and China is concerned, while following this much anticip ...
Tuesday, 21 January 20
IRON ORE - 5 THINGS TO WATCH IN 2020 - WOOD MACKENZIE
Wood Mackenzie identifies five trends that will impact the iron ore industry.
Slower demand growth (especially in China) and a decen ...
Tuesday, 21 January 20
ASIA'S APPETITE FOR COAL GROWS, WITH CHINA THE KEY DECIDER - NIKKEI
Although renewable power generation is expected to rise significantly in Asia, India’s vast electricity needs will still underpin global dema ...
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- Binh Thuan Hamico - Vietnam
- Deloitte Consulting - India
- Wilmar Investment Holdings
- CIMB Investment Bank - Malaysia
- Ministry of Mines - Canada
- Asmin Koalindo Tuhup - Indonesia
- Bangladesh Power Developement Board
- Indika Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Siam City Cement - Thailand
- Rio Tinto Coal - Australia
- Bhatia International Limited - India
- Sindya Power Generating Company Private Ltd
- Jaiprakash Power Ventures ltd
- Eastern Coal Council - USA
- New Zealand Coal & Carbon
- Gujarat Electricity Regulatory Commission - India
- Indian Energy Exchange, India
- Orica Australia Pty. Ltd.
- Dalmia Cement Bharat India
- PNOC Exploration Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Krishnapatnam Port Company Ltd. - India
- Ministry of Transport, Egypt
- MS Steel International - UAE
- Electricity Authority, New Zealand
- Maheswari Brothers Coal Limited - India
- Mercuria Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Eastern Energy - Thailand
- Baramulti Group, Indonesia
- Ind-Barath Power Infra Limited - India
- Salva Resources Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- European Bulk Services B.V. - Netherlands
- Bharathi Cement Corporation - India
- Bahari Cakrawala Sebuku - Indonesia
- Antam Resourcindo - Indonesia
- The University of Queensland
- Mjunction Services Limited - India
- South Luzon Thermal Energy Corporation
- Singapore Mercantile Exchange
- Indonesian Coal Mining Association
- Maharashtra Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Gujarat Mineral Development Corp Ltd - India
- Global Green Power PLC Corporation, Philippines
- Ambuja Cements Ltd - India
- Energy Development Corp, Philippines
- TeaM Sual Corporation - Philippines
- Videocon Industries ltd - India
- Timah Investasi Mineral - Indoneisa
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- PTC India Limited - India
- Manunggal Multi Energi - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
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- Kobexindo Tractors - Indoneisa
- Toyota Tsusho Corporation, Japan
- India Bulls Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Carbofer General Trading SA - India
- Bukit Makmur.PT - Indonesia
- Central Java Power - Indonesia
- Aditya Birla Group - India
- ICICI Bank Limited - India
- Alfred C Toepfer International GmbH - Germany
- Coal and Oil Company - UAE
- Bukit Baiduri Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Tata Chemicals Ltd - India
- Ministry of Finance - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Sree Jayajothi Cements Limited - India
- SMC Global Power, Philippines
- ASAPP Information Group - India
- Coalindo Energy - Indonesia
- Thai Mozambique Logistica
- PowerSource Philippines DevCo
- Independent Power Producers Association of India
- GMR Energy Limited - India
- CNBM International Corporation - China
- Madhucon Powers Ltd - India
- Marubeni Corporation - India
- Globalindo Alam Lestari - Indonesia
- Banpu Public Company Limited - Thailand
- Therma Luzon, Inc, Philippines
- Formosa Plastics Group - Taiwan
- Tamil Nadu electricity Board
- Neyveli Lignite Corporation Ltd, - India
- Romanian Commodities Exchange
- Minerals Council of Australia
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- Georgia Ports Authority, United States
- Pendopo Energi Batubara - Indonesia
- Leighton Contractors Pty Ltd - Australia
- The State Trading Corporation of India Ltd
- OPG Power Generation Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Cement Manufacturers Association - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- IEA Clean Coal Centre - UK
- Edison Trading Spa - Italy
- LBH Netherlands Bv - Netherlands
- Australian Coal Association
- Kepco SPC Power Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Star Paper Mills Limited - India
- Cigading International Bulk Terminal - Indonesia
- Orica Mining Services - Indonesia
- Global Coal Blending Company Limited - Australia
- Uttam Galva Steels Limited - India
- Port Waratah Coal Services - Australia
- Gujarat Sidhee Cement - India
- Anglo American - United Kingdom
- PetroVietnam Power Coal Import and Supply Company
- GAC Shipping (India) Pvt Ltd
- Indo Tambangraya Megah - Indonesia
- Price Waterhouse Coopers - Russia
- Trasteel International SA, Italy
- Parliament of New Zealand
- Global Business Power Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Sojitz Corporation - Japan
- Goldman Sachs - Singapore
- Heidelberg Cement - Germany
- Iligan Light & Power Inc, Philippines
- Planning Commission, India
- Mercator Lines Limited - India
- Sakthi Sugars Limited - India
- Meenaskhi Energy Private Limited - India
- Kumho Petrochemical, South Korea
- Posco Energy - South Korea
- Holcim Trading Pte Ltd - Singapore
- Agrawal Coal Company - India
- Xindia Steels Limited - India
- Bhushan Steel Limited - India
- Standard Chartered Bank - UAE
- McConnell Dowell - Australia
- Medco Energi Mining Internasional
- Borneo Indobara - Indonesia
- Karaikal Port Pvt Ltd - India
- VISA Power Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Riau Bara Harum - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Interocean Group of Companies - India
- Coastal Gujarat Power Limited - India
- Intertek Mineral Services - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Semirara Mining Corp, Philippines
- Chamber of Mines of South Africa
- Africa Commodities Group - South Africa
- Ceylon Electricity Board - Sri Lanka
- Mintek Dendrill Indonesia
- Indian Oil Corporation Limited
- Bayan Resources Tbk. - Indonesia
- Malabar Cements Ltd - India
- Lanco Infratech Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- White Energy Company Limited
- Petron Corporation, Philippines
- Larsen & Toubro Limited - India
- Bhoruka Overseas - Indonesia
- Directorate Of Revenue Intelligence - India
- Vedanta Resources Plc - India
- Sical Logistics Limited - India
- Merrill Lynch Commodities Europe
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karbindo Abesyapradhi - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Australian Commodity Traders Exchange
- Grasim Industreis Ltd - India
- SMG Consultants - Indonesia
- Aboitiz Power Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Makarim & Taira - Indonesia
- Simpson Spence & Young - Indonesia
- Jindal Steel & Power Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Meralco Power Generation, Philippines
- Energy Link Ltd, New Zealand
- Central Electricity Authority - India
- Renaissance Capital - South Africa
- Economic Council, Georgia
- Altura Mining Limited, Indonesia
- Power Finance Corporation Ltd., India
- Bulk Trading Sa - Switzerland
- London Commodity Brokers - England
- Indogreen Group - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Savvy Resources Ltd - HongKong
- Parry Sugars Refinery, India
- San Jose City I Power Corp, Philippines
- Electricity Generating Authority of Thailand
- SN Aboitiz Power Inc, Philippines
- Siam City Cement PLC, Thailand
- Vizag Seaport Private Limited - India
- Billiton Holdings Pty Ltd - Australia
- GVK Power & Infra Limited - India
- Kartika Selabumi Mining - Indonesia
- Thiess Contractors Indonesia
- Kaltim Prima Coal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Kideco Jaya Agung - Indonesia
- Latin American Coal - Colombia
- Attock Cement Pakistan Limited
- Wood Mackenzie - Singapore
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