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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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Tuesday, 26 October 21
ENERGY CRISIS SHOWS COAL IS AN EXPENSIVE AND UNRELIABLE SOURCE OF ELECTRICITY GENERATION - IEEFA
Any knee-jerk reaction that urges more investment in coal completely misses the point
India is teetering on the brink of joining a growing glo ...
Tuesday, 26 October 21
CHINA TO INVESTIGATE ENERGY INDEX PROVIDERS IN BID TO TAME COAL PRICES - REUTERS
China said on Monday it will investigate energy price index providers as it urged coal industry participants to “strictly” meet contrac ...
Tuesday, 26 October 21
THERE IS PLENTY OF COAL AND GAS IN THE WORLD BUT A VOLATILE MARKET IS NOBODY'S FRIEND - IEEFA
Gas will be winding its way out of the energy system
Gas prices are continuing to surge around the world. The cost of gas is at unpr ...
Tuesday, 26 October 21
AUSTRALIA EXPORTED 51.6 MLN TONNES OF COAL TO INDIA IN FIRST 10 MONTHS, 19% OF ALL AUSTRALIAN COAL EXPORTS; CHINA WAS THE DESTINATION FOR JUST 0.7% - BANCHERO COSTA
2020 proved to be a truly terrible year for global seaborne coal trade. In 2021 things started pretty badly, but we are seeing increasing signs of ...
Monday, 25 October 21
A QUESTION OF POSSESSION - THE BALTIC EXCHANGE
Possession and tangibility are closely related concepts long established under English law. Yet a change to these concepts is around the corner. Th ...
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- The Treasury - Australian Government
- Sarangani Energy Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Riau Bara Harum - Indonesia
- Chettinad Cement Corporation Ltd - India
- Indo Tambangraya Megah - Indonesia
- Electricity Authority, New Zealand
- Anglo American - United Kingdom
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- Bhoruka Overseas - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Sojitz Corporation - Japan
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- Sinarmas Energy and Mining - Indonesia
- Aditya Birla Group - India
- Bangladesh Power Developement Board
- Timah Investasi Mineral - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- International Coal Ventures Pvt Ltd - India
- Renaissance Capital - South Africa
- Interocean Group of Companies - India
- Global Coal Blending Company Limited - Australia
- Kaltim Prima Coal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Siam City Cement - Thailand
- Videocon Industries ltd - India
- VISA Power Limited - India
- Commonwealth Bank - Australia
- Gujarat Electricity Regulatory Commission - India
- Orica Mining Services - Indonesia
- Meralco Power Generation, Philippines
- Price Waterhouse Coopers - Russia
- ICICI Bank Limited - India
- Directorate Of Revenue Intelligence - India
- Bukit Makmur.PT - Indonesia
- Mercator Lines Limited - India
- Siam City Cement PLC, Thailand
- New Zealand Coal & Carbon
- Manunggal Multi Energi - Indonesia
- Orica Australia Pty. Ltd.
- Sakthi Sugars Limited - India
- Vedanta Resources Plc - India
- Maharashtra Electricity Regulatory Commission - India
- Essar Steel Hazira Ltd - India
- Heidelberg Cement - Germany
- Electricity Generating Authority of Thailand
- Iligan Light & Power Inc, Philippines
- Larsen & Toubro Limited - India
- Independent Power Producers Association of India
- Central Java Power - Indonesia
- Gujarat Sidhee Cement - India
- Krishnapatnam Port Company Ltd. - India
- Indian Oil Corporation Limited
- PetroVietnam Power Coal Import and Supply Company
- Deloitte Consulting - India
- Africa Commodities Group - South Africa
- Australian Coal Association
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- Antam Resourcindo - Indonesia
- Uttam Galva Steels Limited - India
- Ceylon Electricity Board - Sri Lanka
- SMG Consultants - Indonesia
- Indonesian Coal Mining Association
- Sree Jayajothi Cements Limited - India
- Vizag Seaport Private Limited - India
- Planning Commission, India
- Malabar Cements Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Global Business Power Corporation, Philippines
- Indian Energy Exchange, India
- TeaM Sual Corporation - Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- The State Trading Corporation of India Ltd
- Asmin Koalindo Tuhup - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Lanco Infratech Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Wood Mackenzie - Singapore
- Makarim & Taira - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Wilmar Investment Holdings
- European Bulk Services B.V. - Netherlands
- Meenaskhi Energy Private Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Coalindo Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bhushan Steel Limited - India
- Simpson Spence & Young - Indonesia
- GMR Energy Limited - India
- Jaiprakash Power Ventures ltd
- Energy Link Ltd, New Zealand
- Grasim Industreis Ltd - India
- Merrill Lynch Commodities Europe
- Energy Development Corp, Philippines
- Altura Mining Limited, Indonesia
- Carbofer General Trading SA - India
- CNBM International Corporation - China
- Eastern Coal Council - USA
- Bukit Baiduri Energy - Indonesia
- Ministry of Transport, Egypt
- Coal and Oil Company - UAE
- Metalloyd Limited - United Kingdom
- IHS Mccloskey Coal Group - USA
- Gujarat Mineral Development Corp Ltd - India
- Star Paper Mills Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Tamil Nadu electricity Board
- IEA Clean Coal Centre - UK
- Therma Luzon, Inc, Philippines
- Goldman Sachs - Singapore
- Xindia Steels Limited - India
- Indogreen Group - Indonesia
- Standard Chartered Bank - UAE
- Binh Thuan Hamico - Vietnam
- Bharathi Cement Corporation - India
- Attock Cement Pakistan Limited
- San Jose City I Power Corp, Philippines
- Sical Logistics Limited - India
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- Petron Corporation, Philippines
- White Energy Company Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Billiton Holdings Pty Ltd - Australia
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- Dalmia Cement Bharat India
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- Kumho Petrochemical, South Korea
- Kepco SPC Power Corporation, Philippines
- Port Waratah Coal Services - Australia
- Baramulti Group, Indonesia
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- Edison Trading Spa - Italy
- Semirara Mining and Power Corporation, Philippines
- MS Steel International - UAE
- Formosa Plastics Group - Taiwan
- McConnell Dowell - Australia
- Singapore Mercantile Exchange
- Romanian Commodities Exchange
- Karaikal Port Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Ministry of Mines - Canada
- Mjunction Services Limited - India
- Parliament of New Zealand
- PowerSource Philippines DevCo
- Kartika Selabumi Mining - Indonesia
- Ambuja Cements Ltd - India
- Globalindo Alam Lestari - Indonesia
- Power Finance Corporation Ltd., India
- The University of Queensland
- ASAPP Information Group - India
- Kobexindo Tractors - Indoneisa
- Samtan Co., Ltd - South Korea
- Borneo Indobara - Indonesia
- Australian Commodity Traders Exchange
- Trasteel International SA, Italy
- Parry Sugars Refinery, India
- South Luzon Thermal Energy Corporation
- Bulk Trading Sa - Switzerland
- Barasentosa Lestari - Indonesia
- Mercuria Energy - Indonesia
- Intertek Mineral Services - Indonesia
- PTC India Limited - India
- Savvy Resources Ltd - HongKong
- Miang Besar Coal Terminal - Indonesia
- Rio Tinto Coal - Australia
- Eastern Energy - Thailand
- Kapuas Tunggal Persada - Indonesia
- Thiess Contractors Indonesia
- Oldendorff Carriers - Singapore
- Sindya Power Generating Company Private Ltd
- SMC Global Power, Philippines
- LBH Netherlands Bv - Netherlands
- Posco Energy - South Korea
- Maheswari Brothers Coal Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Latin American Coal - Colombia
- London Commodity Brokers - England
- Agrawal Coal Company - India
- Ind-Barath Power Infra Limited - India
- Straits Asia Resources Limited - Singapore
- Toyota Tsusho Corporation, Japan
- AsiaOL BioFuels Corp., Philippines
- Madhucon Powers Ltd - India
- SN Aboitiz Power Inc, Philippines
- Chamber of Mines of South Africa
- Global Green Power PLC Corporation, Philippines
- Marubeni Corporation - India
- Bayan Resources Tbk. - Indonesia
- India Bulls Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Bhatia International Limited - India
- Cement Manufacturers Association - India
- Cigading International Bulk Terminal - Indonesia
- Georgia Ports Authority, United States
- Jindal Steel & Power Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Minerals Council of Australia
- Semirara Mining Corp, Philippines
- Economic Council, Georgia
- GAC Shipping (India) Pvt Ltd
- Alfred C Toepfer International GmbH - Germany
- Coastal Gujarat Power Limited - India
- Banpu Public Company Limited - Thailand
- GVK Power & Infra Limited - India
- Medco Energi Mining Internasional
- Mintek Dendrill Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Salva Resources Pvt Ltd - India
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