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Wednesday, 17 August 22
LNG: MAJOR INVESTMENT AND EXPANSION PHASE, DOUBLING OF LIQUEFACTION CAPACITY BY 2028 PROJECTED - CLARKSONS
Clarksons Research have released the latest version of their long standing annual review, LNG Trade & Transport, on to Shipping Intelligence Network. Recent geopolitical turmoil and focus on ‘energy security’ has placed the LNG sector at the centre of global events, adding further momentum to a shipping segment with plenty of existing underlying growth trends. Reviewing the report and recent data points, Steve Gordon, Managing Director of Clarksons Research, commented:
• The LNG industry is experiencing a significant expansion phase, with recent focus on energy security enhancing an underlying growth outlook supported by Asian gas demand, energy transition dynamics and a significant LNG export project program.
• European LNG imports up ~50% y-o-y in 1H 2022, with some US exports diverting to Europe rather than Asia and impacting average haul and tonne mile.
• Strong projected LNG trade growth of 5% in 2022 to 400mt, with tonne mile growth projected at 3%. There are now 58 countries involved in LNG trade and 308 active country to country trades (2011: 42 and 163).
• LNG export program suggests a doubling of the current 459mt of LNG export liquefaction capacity by 2028, with 165mtpa of export capacity now under construction and a further 293mtpa in FEED.
• Final Investment Decisions (FID) totalling 31mtpa confirmed in 1H 2022 with increases in SPA signings.
• Surge in interest in the FSRU sector amid energy security concerns in Europe; 12 FSRUs now secured by European countries since the onset of the conflict.
• LNG carrier fleet capacity reaches 691 vessels (621 over 100,000 cbm) of 103.8m cbm (for context the fleet was 362 vessels and 51.9m cbm ten years ago), with expansion of 3.8% and 4.6% projected for 2022 and 2023. 60% of capacity now owned by independent shipping companies, up from 43% in 2000.
• Newbuild orderbook now 40% of existing capacity, up from 27% at start 2021, while 32% of existing capacity is steam turbine and there are uncertainties around the impact of EEXI and CII regulations.
• Record LNG newbuild carrier contracting; 104 vessels of 17.4m cbm and $22bn ordered in 2022 as of mid-July (including ~30 for the Qatari newbuild programme), with contracting largely project-driven ahead of the significant volume of liquefaction capacity set to come online in 2025-26.
• Firm term charter rate environment; 1-year rate for a 160k cbm DFDE unit stood at $130,000/day in mid-July, with the 1H 2022 average up 56% y o y, though spot rates more volatile including impacts from Freeport LNG disruption.
• Continued expansion in the LNG bunkering market; 147 ports now offer LNG bunkering (potentially increasing to >200 by 2024): 37% of all vessel type newbuilding capacity currently under construction is LNG fuel capable.
• Positive and improved long-term outlook; current projections suggest LNG trade could reach ~620mt by 2030 (up ~40mt on prior estimates reflecting assumptions), supported by energy transition dynamics (LNG as a bridging fuel), firm Asian demand growth, liquefaction capacity expansion and a push towards energy security and a reduced reliance for Europe on Russian pipeline gas, with potential requirements for ~$99bn of newbuild investment across 2023-30.
LNG Trade and Transport is in its 21st edition and includes coverage the global gas and energy markets, the developing LNG trade matrix, liquefaction and regasification capacity, future projects, the LNG carrier shipping fleet and the owners, yards and technology involved; charter rates and asset value trends, the FSRU and FLNG sectors, and the LNG bunkering industry.
Source: Clarksons
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Sunday, 21 August 22
COAL-RICH POLAND FACES WINTER OF ENERGY DISCONTENT - DW
Poland uses 10 million tons of coal a year to heat households — a whopping 87% of all coal consumed in EU homes in 2019, according to the War ...
Saturday, 20 August 22
KOSPO TO IMPORT 240000 MT OF MIN 4400 KCAL/KG NCV STEAM COAL FOR OCTOBER;LOADING FROM RUSSIAN PORTS NOT ALLOWED
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 240,000 MT of min 4,400kcal/kg to max. 4,999 kcal/kg NC ...
Wednesday, 17 August 22
INDIAN COMPANIES SWAPPING DOLLAR FOR ASIAN CURRENCIES TO BUY RUSSIAN COAL - REUTERS
Indian companies are using Asian currencies more often to pay for Russian coal imports, according to customs documents and industry sources, avoidi ...
Wednesday, 17 August 22
UNAFFORDABLE LNG PRICES UNDERMINE RAPID DEMAND GROWTH FORECASTS IN KEY ASIAN MARKETS - IEEFA
Sustained high prices may accelerate downward pressures on Asian LNG demand, clouding long-term industry outlooks
The global liquefi ...
Wednesday, 17 August 22
CHINA'S COAL-RICH SHANXI MAKES STRIDES IN HIGH-QUALITY DEVELOPMENT - XINHUA
Shanxi, a major coal-producing province in north China, has made continuous advances in high-quality development over the past decade, according to ...
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- Ind-Barath Power Infra Limited - India
- Eastern Coal Council - USA
- Mercuria Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Carbofer General Trading SA - India
- Marubeni Corporation - India
- Straits Asia Resources Limited - Singapore
- Semirara Mining Corp, Philippines
- European Bulk Services B.V. - Netherlands
- Edison Trading Spa - Italy
- Krishnapatnam Port Company Ltd. - India
- Global Green Power PLC Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- The University of Queensland
- LBH Netherlands Bv - Netherlands
- Parry Sugars Refinery, India
- Vizag Seaport Private Limited - India
- Barasentosa Lestari - Indonesia
- Sindya Power Generating Company Private Ltd
- Orica Mining Services - Indonesia
- Indian Energy Exchange, India
- Orica Australia Pty. Ltd.
- Electricity Generating Authority of Thailand
- Karbindo Abesyapradhi - Indoneisa
- Trasteel International SA, Italy
- Merrill Lynch Commodities Europe
- Thai Mozambique Logistica
- IEA Clean Coal Centre - UK
- Sojitz Corporation - Japan
- Ministry of Transport, Egypt
- Renaissance Capital - South Africa
- Bukit Asam (Persero) Tbk - Indonesia
- PTC India Limited - India
- Binh Thuan Hamico - Vietnam
- GAC Shipping (India) Pvt Ltd
- The State Trading Corporation of India Ltd
- India Bulls Power Limited - India
- Standard Chartered Bank - UAE
- Thiess Contractors Indonesia
- Mjunction Services Limited - India
- Sakthi Sugars Limited - India
- Manunggal Multi Energi - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Neyveli Lignite Corporation Ltd, - India
- Asmin Koalindo Tuhup - Indonesia
- Indogreen Group - Indonesia
- Eastern Energy - Thailand
- ICICI Bank Limited - India
- Kideco Jaya Agung - Indonesia
- TeaM Sual Corporation - Philippines
- Xindia Steels Limited - India
- Bangladesh Power Developement Board
- International Coal Ventures Pvt Ltd - India
- Videocon Industries ltd - India
- Australian Coal Association
- PNOC Exploration Corporation - Philippines
- Bhushan Steel Limited - India
- Sree Jayajothi Cements Limited - India
- Ministry of Mines - Canada
- Price Waterhouse Coopers - Russia
- Independent Power Producers Association of India
- Rashtriya Ispat Nigam Limited - India
- Dalmia Cement Bharat India
- Maharashtra Electricity Regulatory Commission - India
- Globalindo Alam Lestari - Indonesia
- ASAPP Information Group - India
- The Treasury - Australian Government
- GMR Energy Limited - India
- Posco Energy - South Korea
- Karaikal Port Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Latin American Coal - Colombia
- Gujarat Mineral Development Corp Ltd - India
- SMC Global Power, Philippines
- Indonesian Coal Mining Association
- VISA Power Limited - India
- Antam Resourcindo - Indonesia
- McConnell Dowell - Australia
- Holcim Trading Pte Ltd - Singapore
- White Energy Company Limited
- Ambuja Cements Ltd - India
- Pendopo Energi Batubara - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Kaltim Prima Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kepco SPC Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Port Waratah Coal Services - Australia
- Global Coal Blending Company Limited - Australia
- San Jose City I Power Corp, Philippines
- Tamil Nadu electricity Board
- Parliament of New Zealand
- Jaiprakash Power Ventures ltd
- Medco Energi Mining Internasional
- Chamber of Mines of South Africa
- Cement Manufacturers Association - India
- Simpson Spence & Young - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bulk Trading Sa - Switzerland
- TNB Fuel Sdn Bhd - Malaysia
- Minerals Council of Australia
- Rio Tinto Coal - Australia
- Romanian Commodities Exchange
- Makarim & Taira - Indonesia
- New Zealand Coal & Carbon
- PetroVietnam Power Coal Import and Supply Company
- SMG Consultants - Indonesia
- Australian Commodity Traders Exchange
- Kapuas Tunggal Persada - Indonesia
- Coal and Oil Company - UAE
- Siam City Cement - Thailand
- Interocean Group of Companies - India
- Star Paper Mills Limited - India
- Uttam Galva Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Petron Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Sarangani Energy Corporation, Philippines
- Goldman Sachs - Singapore
- Central Electricity Authority - India
- Baramulti Group, Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Lanco Infratech Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Aboitiz Power Corporation - Philippines
- Energy Link Ltd, New Zealand
- Bharathi Cement Corporation - India
- Global Business Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Jindal Steel & Power Ltd - India
- Grasim Industreis Ltd - India
- Bayan Resources Tbk. - Indonesia
- Sical Logistics Limited - India
- Siam City Cement PLC, Thailand
- Wilmar Investment Holdings
- OPG Power Generation Pvt Ltd - India
- Indika Energy - Indonesia
- Heidelberg Cement - Germany
- Commonwealth Bank - Australia
- GVK Power & Infra Limited - India
- Banpu Public Company Limited - Thailand
- South Luzon Thermal Energy Corporation
- Metalloyd Limited - United Kingdom
- Oldendorff Carriers - Singapore
- Central Java Power - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Kartika Selabumi Mining - Indonesia
- Singapore Mercantile Exchange
- Mercator Lines Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Wood Mackenzie - Singapore
- Coalindo Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- Mintek Dendrill Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Formosa Plastics Group - Taiwan
- PowerSource Philippines DevCo
- Aditya Birla Group - India
- Coastal Gujarat Power Limited - India
- AsiaOL BioFuels Corp., Philippines
- Agrawal Coal Company - India
- Larsen & Toubro Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Essar Steel Hazira Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Madhucon Powers Ltd - India
- Bukit Baiduri Energy - Indonesia
- Africa Commodities Group - South Africa
- Therma Luzon, Inc, Philippines
- Bhoruka Overseas - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- London Commodity Brokers - England
- Borneo Indobara - Indonesia
- MS Steel International - UAE
- Deloitte Consulting - India
- Attock Cement Pakistan Limited
- Kalimantan Lumbung Energi - Indonesia
- Malabar Cements Ltd - India
- Georgia Ports Authority, United States
- Altura Mining Limited, Indonesia
- Toyota Tsusho Corporation, Japan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Finance - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Iligan Light & Power Inc, Philippines
- Electricity Authority, New Zealand
- Savvy Resources Ltd - HongKong
- Alfred C Toepfer International GmbH - Germany
- Indo Tambangraya Megah - Indonesia
- Meralco Power Generation, Philippines
- Intertek Mineral Services - Indonesia
- CNBM International Corporation - China
- Directorate General of MIneral and Coal - Indonesia
- Planning Commission, India
- Power Finance Corporation Ltd., India
- Bhatia International Limited - India
- SN Aboitiz Power Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Kobexindo Tractors - Indoneisa
- Samtan Co., Ltd - South Korea
- Economic Council, Georgia
- Salva Resources Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- IHS Mccloskey Coal Group - USA
- Kumho Petrochemical, South Korea
- Vedanta Resources Plc - India
- Anglo American - United Kingdom
- Tata Chemicals Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Electricity Regulatory Commission - India
- Energy Development Corp, Philippines
- Riau Bara Harum - Indonesia
- Indian Oil Corporation Limited
- Gujarat Sidhee Cement - India
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