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Thursday, 10 November 16
WILL TRUMP VICTORY PROVIDE A BOOST FOR HYDROCARBON & COAL INDUSTRIES? - DOUGLAS-WESTWOOD
 Donald Trump’s surprise victory ends months of an adversarial presidential campaign with bitter disagreements between the two major candidates across a spectrum of policy positions.
Despite one question at the end of the second presidential debate, energy policy has taken a backseat to immigration, taxation, foreign affairs and candidate suitability. However, there are indications that the US’s new President-elect could present a more positive outcome for the hydrocarbon industry than the pre-election favourite, said Matt Loffman.
According to Matt Loffman of Matt Loffman, Douglas-Westwood Houston, Trump’s policy on energy centres around the concept of ‘energy independence’ and the development of domestic oil, gas and coal reserves. He has pledged to “open onshore and offshore leasing on federal lands” and ‘eliminate’ a moratorium on coal leasing and open-shale extraction. In contrast, Hilary had campaigned for an expedited transition to renewable energy sources, and had targeted a reduction in domestic oil consumption by 6.5 million bbl/d as a national goal, to be achieved by 2027 with tighter vehicle efficiency standards (recent automotive efficiency gains have been modest – improving 2.5 miles/gallon for new vehicles over five years) and “through cleaner fuels”. A reduction on this scale would have approximately halved anticipated annual liquid consumption growth globally (the equivalent of 650,000 bbl/d) and would likely have become a primary factor in an extended period of depressed crude and LNG prices.
On the Keystone XL pipeline, Trump was quoted in May 2016 saying he “would absolutely approve it, 100%” but would seek to renegotiate terms. Clinton had opposed the Keystone XL pipeline, along with Artic drilling. Furthermore, there was significant uncertainty around Clinton’s support for the lifting of the crude export ban. President-elect Trump has set out to “eliminate all barriers to responsible energy production” which suggests a freer regulatory environment. Whilst the result is undoubtedly a blow for the renewable energy industry, the historic election result is perhaps welcome news for a hydrocarbon industry that has been on the ropes for over two years, Douglas-Westwood Houston concluded.
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Thursday, 07 July 22
COAL INDIA'S PRODUCTION SETS RECORD INCREASE OF 29% YOY AT 36 MT IN Q1FY23 - IIFL SECURITIES
Coal India Limited (CIL) has ended April-June quarter FY’23 capping a historic high of 29% yoy output growth, compared to same quarter FY&rsq ...
Wednesday, 06 July 22
MARKET INSIGHT - INTERMODAL
Following the 3rd Decarbonizing Shipping Forum, held in Hamburg on June 2022, there has been a meaningful resurgence of discussions within the ship ...
Tuesday, 05 July 22
WHY ARE VLSFO PRICES SO HIGH, ESPECIALLY IN SINGAPORE? - STEVE CHRISTY, INTEGR8 FUELS
Tightness in products still trumps talks of recession
Last month we wrote about the fears of recession versus the tightness in product markets ...
Tuesday, 05 July 22
ADANI ENTERPRISES LOWEST BIDDER IN COAL INDIA'S IMPORT TENDER: REPORT - BUSINESS STANDARD
Coal India Ltd floated its first import tender on behalf of power companies, where Adani Enterprises Ltd came out to be the lowest bidder, a report ...
Tuesday, 05 July 22
CHINA POLICY KEY FOR IRON ORE OUTLOOK - ING
China’s covid lockdowns and recessionary risks hit iron ore
Iron ore prices have fallen significantly from their year-to-date high of US$ ...
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- Thiess Contractors Indonesia
- Therma Luzon, Inc, Philippines
- Bangladesh Power Developement Board
- The University of Queensland
- Medco Energi Mining Internasional
- Wood Mackenzie - Singapore
- PTC India Limited - India
- Toyota Tsusho Corporation, Japan
- Power Finance Corporation Ltd., India
- Posco Energy - South Korea
- Leighton Contractors Pty Ltd - Australia
- Energy Development Corp, Philippines
- San Jose City I Power Corp, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Heidelberg Cement - Germany
- Altura Mining Limited, Indonesia
- London Commodity Brokers - England
- Indonesian Coal Mining Association
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SMC Global Power, Philippines
- Central Electricity Authority - India
- Global Green Power PLC Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Bhatia International Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Billiton Holdings Pty Ltd - Australia
- GMR Energy Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Africa Commodities Group - South Africa
- Kobexindo Tractors - Indoneisa
- Jaiprakash Power Ventures ltd
- Aditya Birla Group - India
- Deloitte Consulting - India
- PowerSource Philippines DevCo
- Jorong Barutama Greston.PT - Indonesia
- Banpu Public Company Limited - Thailand
- Wilmar Investment Holdings
- India Bulls Power Limited - India
- Central Java Power - Indonesia
- Gujarat Sidhee Cement - India
- Malabar Cements Ltd - India
- Coal and Oil Company - UAE
- Cigading International Bulk Terminal - Indonesia
- Larsen & Toubro Limited - India
- Attock Cement Pakistan Limited
- Kideco Jaya Agung - Indonesia
- Sojitz Corporation - Japan
- Siam City Cement - Thailand
- Holcim Trading Pte Ltd - Singapore
- Global Business Power Corporation, Philippines
- Indian Energy Exchange, India
- Thai Mozambique Logistica
- Iligan Light & Power Inc, Philippines
- Agrawal Coal Company - India
- Miang Besar Coal Terminal - Indonesia
- Vizag Seaport Private Limited - India
- Mintek Dendrill Indonesia
- Anglo American - United Kingdom
- Kaltim Prima Coal - Indonesia
- CIMB Investment Bank - Malaysia
- Edison Trading Spa - Italy
- Price Waterhouse Coopers - Russia
- Trasteel International SA, Italy
- Orica Australia Pty. Ltd.
- McConnell Dowell - Australia
- Standard Chartered Bank - UAE
- Antam Resourcindo - Indonesia
- Makarim & Taira - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Mjunction Services Limited - India
- Dalmia Cement Bharat India
- CNBM International Corporation - China
- Semirara Mining and Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- European Bulk Services B.V. - Netherlands
- Eastern Coal Council - USA
- Kapuas Tunggal Persada - Indonesia
- Simpson Spence & Young - Indonesia
- The State Trading Corporation of India Ltd
- Salva Resources Pvt Ltd - India
- Vedanta Resources Plc - India
- Lanco Infratech Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- MS Steel International - UAE
- Maharashtra Electricity Regulatory Commission - India
- Riau Bara Harum - Indonesia
- Videocon Industries ltd - India
- SN Aboitiz Power Inc, Philippines
- Borneo Indobara - Indonesia
- Orica Mining Services - Indonesia
- Pendopo Energi Batubara - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Planning Commission, India
- Barasentosa Lestari - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Port Waratah Coal Services - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Georgia Ports Authority, United States
- Indo Tambangraya Megah - Indonesia
- Bukit Makmur.PT - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Transport, Egypt
- Ceylon Electricity Board - Sri Lanka
- Global Coal Blending Company Limited - Australia
- Renaissance Capital - South Africa
- Chamber of Mines of South Africa
- ICICI Bank Limited - India
- Globalindo Alam Lestari - Indonesia
- Savvy Resources Ltd - HongKong
- Merrill Lynch Commodities Europe
- Neyveli Lignite Corporation Ltd, - India
- South Luzon Thermal Energy Corporation
- Chettinad Cement Corporation Ltd - India
- Sakthi Sugars Limited - India
- Interocean Group of Companies - India
- Kumho Petrochemical, South Korea
- Coalindo Energy - Indonesia
- Tamil Nadu electricity Board
- Sindya Power Generating Company Private Ltd
- OPG Power Generation Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Energy Link Ltd, New Zealand
- Metalloyd Limited - United Kingdom
- Grasim Industreis Ltd - India
- Madhucon Powers Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Intertek Mineral Services - Indonesia
- Kartika Selabumi Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- Rio Tinto Coal - Australia
- Romanian Commodities Exchange
- Ind-Barath Power Infra Limited - India
- Directorate Of Revenue Intelligence - India
- TeaM Sual Corporation - Philippines
- Xindia Steels Limited - India
- Bhoruka Overseas - Indonesia
- Latin American Coal - Colombia
- Coastal Gujarat Power Limited - India
- Parliament of New Zealand
- Indogreen Group - Indonesia
- Eastern Energy - Thailand
- Meralco Power Generation, Philippines
- Electricity Authority, New Zealand
- Rashtriya Ispat Nigam Limited - India
- Krishnapatnam Port Company Ltd. - India
- Samtan Co., Ltd - South Korea
- Bayan Resources Tbk. - Indonesia
- LBH Netherlands Bv - Netherlands
- White Energy Company Limited
- Petrochimia International Co. Ltd.- Taiwan
- Cement Manufacturers Association - India
- PetroVietnam Power Coal Import and Supply Company
- Directorate General of MIneral and Coal - Indonesia
- Ambuja Cements Ltd - India
- GVK Power & Infra Limited - India
- Tata Chemicals Ltd - India
- Jindal Steel & Power Ltd - India
- Bhushan Steel Limited - India
- Mercuria Energy - Indonesia
- ASAPP Information Group - India
- Mercator Lines Limited - India
- Maheswari Brothers Coal Limited - India
- Alfred C Toepfer International GmbH - Germany
- Binh Thuan Hamico - Vietnam
- Sarangani Energy Corporation, Philippines
- Uttam Galva Steels Limited - India
- Baramulti Group, Indonesia
- Oldendorff Carriers - Singapore
- Minerals Council of Australia
- AsiaOL BioFuels Corp., Philippines
- Manunggal Multi Energi - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Indian Oil Corporation Limited
- Bukit Asam (Persero) Tbk - Indonesia
- GAC Shipping (India) Pvt Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- SMG Consultants - Indonesia
- Essar Steel Hazira Ltd - India
- Indika Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Independent Power Producers Association of India
- Straits Asia Resources Limited - Singapore
- The Treasury - Australian Government
- Sree Jayajothi Cements Limited - India
- Petron Corporation, Philippines
- VISA Power Limited - India
- Commonwealth Bank - Australia
- Meenaskhi Energy Private Limited - India
- Parry Sugars Refinery, India
- Australian Coal Association
- Karbindo Abesyapradhi - Indoneisa
- Electricity Generating Authority of Thailand
- IEA Clean Coal Centre - UK
- IHS Mccloskey Coal Group - USA
- Economic Council, Georgia
- Ministry of Finance - Indonesia
- Kepco SPC Power Corporation, Philippines
- Carbofer General Trading SA - India
- Bharathi Cement Corporation - India
- Asmin Koalindo Tuhup - Indonesia
- Goldman Sachs - Singapore
- New Zealand Coal & Carbon
- Star Paper Mills Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Siam City Cement PLC, Thailand
- Marubeni Corporation - India
- Gujarat Mineral Development Corp Ltd - India
- Timah Investasi Mineral - Indoneisa
- Sical Logistics Limited - India
- Australian Commodity Traders Exchange
- Aboitiz Power Corporation - Philippines
- Semirara Mining Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Ministry of Mines - Canada
- Singapore Mercantile Exchange
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