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Thursday, 10 February 22
EIA ANALYSIS CONSIDERS DIFFERENT OUTCOMES FOR COAL MARKETS IN INDIA AND SOUTHEAST ASIA
 In our International Energy Outlook 2021 (IEO2021) Issues in Focus: Uncertainty in Coal Trade in India and Greater Southeast Asia, we analyze three cases for coal markets in India and Greater Southeast Asia (GSEA), which highlight the role that varying levels of coal production and trade play in the regions’ carbon dioxide (CO2) emissions and electricity generation mix.
In our Low Coal Demand case, we assume policy or technology changes that result in 33% less coal demand between 2030 and 2050 in the industrial and power sectors of India and GSEA. As a result of less coal demand in the regions, regional coal production grows less, and coal imports decrease. In the Low Coal Supply case, we assume a 50% increase in the cost of coal production, compared with the IEO2021 Reference case, and less available coal supply in India and GSEA. We assume the opposite (a 50% decrease in the cost of coal production) in the High Coal Supply case.
The level of CO2 emissions from coal are directly proportional to coal consumption in these cases. In the IEO2021 Reference case, which assumes no changes to current policies or technologies, coal consumption in India and GSEA reaches a combined 3.2 billion short tons in 2050, and resulting CO2 emissions reach 5.6 billion metric tons.
We project India and GSEA coal demand and emissions in 2050 to differ from the Reference case:
Low Coal Demand case, 33% less consumption
Low Coal Demand case, 32% less emissions
Low Coal Supply case, 15% less consumption
Low Coal Supply case, 13% less emissions
High Coal Supply case, 15% more consumption
High Coal Supply case, 13% more emissions
In all cases, we expect coal consumption and coal-related emissions in India and GSEA to grow from 2020 levels.
Although the electricity generated in India and GSEA in 2050 is fairly similar to what we forecast in the IEO2021 Reference case and in our three side cases, the share of generation by generation type varies.
In India, the Low Coal Demand and Low Coal Supply cases both show that renewable sources generate more electricity than in the Reference case; renewables account for 75% of the generation mix by 2050, compared with 67% in the Reference case. In the High Coal Supply case, coal’s share of India’s electricity mix increases to 28% in 2050, compared with 21% in the Reference case, while renewables account for a 60% share.
In GSEA, renewable sources do not displace coal, natural gas, and hydroelectric generation as much as in India. In the Reference case, renewables make up 23% of the generation mix in GSEA in 2050. That share increases to 39% in the Low Coal Demand case and drops to 16% in the High Coal Supply case. Coal has a 45% share of generation in the Reference case and a 58% share in 2050 in the High Coal Supply case.
Source: EIA
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Thursday, 20 January 22
CHINESE COAL JUMPS OVER 6% ON PRE-HOLIDAY SUPPLY WORRY - REUTERS
China’s thermal coal futures soared more than 6% on Wednesday, hitting a level last seen in late November as investors grew concerned over ti ...
Thursday, 20 January 22
VIETNAM: COAL SECTOR SEES POSITIVE PROSPECT IN 2022 - VNA
With many signs of rising demand for coal in various economic sectors in 2022, the Vietnam National Coal – Mineral Industries Group (Vinacomi ...
Wednesday, 19 January 22
MARKET INSIGHT - INTERMODAL
Since the beginning of the year, we have been witnessing the BDI correcting downwards with sizable drops across all segments. Latest similar levels ...
Sunday, 09 January 22
INDONESIA MINISTER SAYS 'EMERGENCY OVER' ON COAL SUPPLY CRUNCH - REUTERS
Indonesia’s power emergency which has triggered a coal export ban is over but the government will still continue to discuss policies in this ...
Wednesday, 05 January 22
CHINA COAL FUTURES SURGE ON SUPPLY WORRIES AMID INDONESIA EXPORT BAN - REUTERS
China’s thermal coal futures surged by as much as 7.8per cent to kick off 2022 on concerns of supply disruptions after Indonesia, its biggest ...
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- Siam City Cement - Thailand
- Mjunction Services Limited - India
- Kartika Selabumi Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- OPG Power Generation Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wilmar Investment Holdings
- GVK Power & Infra Limited - India
- Altura Mining Limited, Indonesia
- Kepco SPC Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Price Waterhouse Coopers - Russia
- Karbindo Abesyapradhi - Indoneisa
- European Bulk Services B.V. - Netherlands
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Goldman Sachs - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Parry Sugars Refinery, India
- Binh Thuan Hamico - Vietnam
- Indonesian Coal Mining Association
- Vedanta Resources Plc - India
- Lanco Infratech Ltd - India
- Essar Steel Hazira Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Samtan Co., Ltd - South Korea
- Renaissance Capital - South Africa
- Sree Jayajothi Cements Limited - India
- Latin American Coal - Colombia
- Ind-Barath Power Infra Limited - India
- Timah Investasi Mineral - Indoneisa
- Bhatia International Limited - India
- IHS Mccloskey Coal Group - USA
- Tamil Nadu electricity Board
- Heidelberg Cement - Germany
- SMG Consultants - Indonesia
- Toyota Tsusho Corporation, Japan
- Manunggal Multi Energi - Indonesia
- Planning Commission, India
- Bulk Trading Sa - Switzerland
- Mercuria Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Kaltim Prima Coal - Indonesia
- Orica Australia Pty. Ltd.
- Baramulti Group, Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Coastal Gujarat Power Limited - India
- ICICI Bank Limited - India
- Ministry of Transport, Egypt
- International Coal Ventures Pvt Ltd - India
- Central Electricity Authority - India
- Edison Trading Spa - Italy
- Simpson Spence & Young - Indonesia
- Sojitz Corporation - Japan
- Coal and Oil Company - UAE
- Mintek Dendrill Indonesia
- Siam City Cement PLC, Thailand
- Port Waratah Coal Services - Australia
- Dalmia Cement Bharat India
- Merrill Lynch Commodities Europe
- India Bulls Power Limited - India
- Thiess Contractors Indonesia
- Star Paper Mills Limited - India
- Trasteel International SA, Italy
- GAC Shipping (India) Pvt Ltd
- Interocean Group of Companies - India
- Makarim & Taira - Indonesia
- Maheswari Brothers Coal Limited - India
- Orica Mining Services - Indonesia
- Borneo Indobara - Indonesia
- Rio Tinto Coal - Australia
- McConnell Dowell - Australia
- The Treasury - Australian Government
- AsiaOL BioFuels Corp., Philippines
- Ceylon Electricity Board - Sri Lanka
- Bank of Tokyo Mitsubishi UFJ Ltd
- Riau Bara Harum - Indonesia
- Georgia Ports Authority, United States
- Xindia Steels Limited - India
- Antam Resourcindo - Indonesia
- Energy Development Corp, Philippines
- SN Aboitiz Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Kalimantan Lumbung Energi - Indonesia
- MS Steel International - UAE
- CIMB Investment Bank - Malaysia
- Vijayanagar Sugar Pvt Ltd - India
- Central Java Power - Indonesia
- PNOC Exploration Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Banpu Public Company Limited - Thailand
- Rashtriya Ispat Nigam Limited - India
- Iligan Light & Power Inc, Philippines
- Grasim Industreis Ltd - India
- PowerSource Philippines DevCo
- Cement Manufacturers Association - India
- Coalindo Energy - Indonesia
- PTC India Limited - India
- Indika Energy - Indonesia
- Videocon Industries ltd - India
- Indo Tambangraya Megah - Indonesia
- Bhushan Steel Limited - India
- Minerals Council of Australia
- Gujarat Sidhee Cement - India
- Directorate Of Revenue Intelligence - India
- Chettinad Cement Corporation Ltd - India
- Posco Energy - South Korea
- Bukit Baiduri Energy - Indonesia
- Electricity Generating Authority of Thailand
- Carbofer General Trading SA - India
- Sinarmas Energy and Mining - Indonesia
- Anglo American - United Kingdom
- Independent Power Producers Association of India
- Petron Corporation, Philippines
- Medco Energi Mining Internasional
- Neyveli Lignite Corporation Ltd, - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bayan Resources Tbk. - Indonesia
- Jindal Steel & Power Ltd - India
- Indogreen Group - Indonesia
- The University of Queensland
- Barasentosa Lestari - Indonesia
- Mercator Lines Limited - India
- Cigading International Bulk Terminal - Indonesia
- GMR Energy Limited - India
- Malabar Cements Ltd - India
- Aboitiz Power Corporation - Philippines
- Australian Commodity Traders Exchange
- Wood Mackenzie - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Standard Chartered Bank - UAE
- Straits Asia Resources Limited - Singapore
- White Energy Company Limited
- Vizag Seaport Private Limited - India
- Sarangani Energy Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Energy Link Ltd, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Larsen & Toubro Limited - India
- Sakthi Sugars Limited - India
- Sical Logistics Limited - India
- Eastern Energy - Thailand
- Marubeni Corporation - India
- Bharathi Cement Corporation - India
- Eastern Coal Council - USA
- Attock Cement Pakistan Limited
- Chamber of Mines of South Africa
- IEA Clean Coal Centre - UK
- Holcim Trading Pte Ltd - Singapore
- ASAPP Information Group - India
- Leighton Contractors Pty Ltd - Australia
- Billiton Holdings Pty Ltd - Australia
- Karaikal Port Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Power Finance Corporation Ltd., India
- Miang Besar Coal Terminal - Indonesia
- Electricity Authority, New Zealand
- Ministry of Mines - Canada
- The State Trading Corporation of India Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Deloitte Consulting - India
- South Luzon Thermal Energy Corporation
- Global Green Power PLC Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Aditya Birla Group - India
- Indian Energy Exchange, India
- London Commodity Brokers - England
- Tata Chemicals Ltd - India
- Australian Coal Association
- Bhoruka Overseas - Indonesia
- Commonwealth Bank - Australia
- Semirara Mining and Power Corporation, Philippines
- Kumho Petrochemical, South Korea
- TeaM Sual Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- Jorong Barutama Greston.PT - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Africa Commodities Group - South Africa
- New Zealand Coal & Carbon
- Kapuas Tunggal Persada - Indonesia
- Global Business Power Corporation, Philippines
- Romanian Commodities Exchange
- Agrawal Coal Company - India
- San Jose City I Power Corp, Philippines
- SMC Global Power, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bangladesh Power Developement Board
- Meralco Power Generation, Philippines
- Therma Luzon, Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Parliament of New Zealand
- LBH Netherlands Bv - Netherlands
- Meenaskhi Energy Private Limited - India
- Thai Mozambique Logistica
- Kobexindo Tractors - Indoneisa
- Kideco Jaya Agung - Indonesia
- Bukit Makmur.PT - Indonesia
- Madhucon Powers Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Intertek Mineral Services - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Ambuja Cements Ltd - India
- Globalindo Alam Lestari - Indonesia
- Salva Resources Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Indian Oil Corporation Limited
- Oldendorff Carriers - Singapore
- Jaiprakash Power Ventures ltd
- Petrochimia International Co. Ltd.- Taiwan
- CNBM International Corporation - China
- VISA Power Limited - India
- Singapore Mercantile Exchange
- Uttam Galva Steels Limited - India
- Economic Council, Georgia
- Ministry of Finance - Indonesia
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