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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, 30 June 22
FINANCIAL GAINS SUPPORT COAL TRANSITION - BALTIC EXCHANGE
Support for the shift away from coal dependency continues to mount, with the International Monetary Fund (IMF) calculating that the move would gene ...
Thursday, 30 June 22
WHY ARE LNG SHIPPING STOCKS RESILIENT? - DREWRY
LNG shipping stocks are proving resilient despite uncertainties about growth in global GDP, high inflation and the ongoing geopolitical crisis caus ...
Thursday, 30 June 22
SPOT AUSTRALIAN THERMAL COAL HAS SURGED, BUT CONTRACT PRICE IS KEY - REUTERS
The spot price of Australian thermal coal is higher than that of coking coal, an unprecedented situation that highlights just how the global market ...
Thursday, 30 June 22
SHANXI PROVINCE RAISES ANNUAL COAL OUTPUT TO 1.3 BILLION TONS TO ENSURE CHINA’S ENERGY SUPPLY - GLOBAL TIMES
North China’s Shanxi Province, a major coal-producing region, recently announced a move to increase its annual coal production output by 107 ...
Thursday, 30 June 22
DIVERGENCE BETWEEN HIGH- AND LOW-GRADE THERMAL COAL PRICES IN APAC TO NARROW - FITCH RATINGS
Prices between high- and low-grade thermal coal in Asia-Pacific (APAC) have diverged since late March 2022, but Fitch Ratings expects the gap to na ...
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- TNB Fuel Sdn Bhd - Malaysia
- Indonesian Coal Mining Association
- Indika Energy - Indonesia
- Bukit Baiduri Energy - Indonesia
- MS Steel International - UAE
- PTC India Limited - India
- Tamil Nadu electricity Board
- Riau Bara Harum - Indonesia
- Borneo Indobara - Indonesia
- Medco Energi Mining Internasional
- GMR Energy Limited - India
- Bangladesh Power Developement Board
- Leighton Contractors Pty Ltd - Australia
- Xindia Steels Limited - India
- Antam Resourcindo - Indonesia
- Independent Power Producers Association of India
- Chamber of Mines of South Africa
- Grasim Industreis Ltd - India
- Manunggal Multi Energi - Indonesia
- San Jose City I Power Corp, Philippines
- CIMB Investment Bank - Malaysia
- Ambuja Cements Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- European Bulk Services B.V. - Netherlands
- Ind-Barath Power Infra Limited - India
- Australian Coal Association
- VISA Power Limited - India
- Aditya Birla Group - India
- ICICI Bank Limited - India
- Wilmar Investment Holdings
- Goldman Sachs - Singapore
- Pendopo Energi Batubara - Indonesia
- Commonwealth Bank - Australia
- Kaltim Prima Coal - Indonesia
- Bulk Trading Sa - Switzerland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Standard Chartered Bank - UAE
- Kepco SPC Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Romanian Commodities Exchange
- Binh Thuan Hamico - Vietnam
- Minerals Council of Australia
- IHS Mccloskey Coal Group - USA
- Trasteel International SA, Italy
- Vedanta Resources Plc - India
- Formosa Plastics Group - Taiwan
- Anglo American - United Kingdom
- Bank of Tokyo Mitsubishi UFJ Ltd
- Baramulti Group, Indonesia
- Jindal Steel & Power Ltd - India
- SMC Global Power, Philippines
- Maheswari Brothers Coal Limited - India
- Posco Energy - South Korea
- Energy Development Corp, Philippines
- Bhatia International Limited - India
- Banpu Public Company Limited - Thailand
- The University of Queensland
- Malabar Cements Ltd - India
- Parry Sugars Refinery, India
- Bhushan Steel Limited - India
- Karaikal Port Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Port Waratah Coal Services - Australia
- Bayan Resources Tbk. - Indonesia
- Kartika Selabumi Mining - Indonesia
- PNOC Exploration Corporation - Philippines
- Orica Australia Pty. Ltd.
- Central Electricity Authority - India
- Neyveli Lignite Corporation Ltd, - India
- PowerSource Philippines DevCo
- Singapore Mercantile Exchange
- Alfred C Toepfer International GmbH - Germany
- Coal and Oil Company - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- SMG Consultants - Indonesia
- Interocean Group of Companies - India
- Renaissance Capital - South Africa
- Rashtriya Ispat Nigam Limited - India
- Metalloyd Limited - United Kingdom
- Makarim & Taira - Indonesia
- Star Paper Mills Limited - India
- Bhoruka Overseas - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Barasentosa Lestari - Indonesia
- Coalindo Energy - Indonesia
- Electricity Generating Authority of Thailand
- Meralco Power Generation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Africa Commodities Group - South Africa
- Edison Trading Spa - Italy
- Sojitz Corporation - Japan
- Dalmia Cement Bharat India
- Asmin Koalindo Tuhup - Indonesia
- Simpson Spence & Young - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Central Java Power - Indonesia
- New Zealand Coal & Carbon
- Krishnapatnam Port Company Ltd. - India
- Altura Mining Limited, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- White Energy Company Limited
- Parliament of New Zealand
- The State Trading Corporation of India Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Mintek Dendrill Indonesia
- Sindya Power Generating Company Private Ltd
- Australian Commodity Traders Exchange
- Jaiprakash Power Ventures ltd
- Wood Mackenzie - Singapore
- Videocon Industries ltd - India
- Larsen & Toubro Limited - India
- Ministry of Transport, Egypt
- Indian Oil Corporation Limited
- Semirara Mining and Power Corporation, Philippines
- Deloitte Consulting - India
- GVK Power & Infra Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Attock Cement Pakistan Limited
- GAC Shipping (India) Pvt Ltd
- Iligan Light & Power Inc, Philippines
- Price Waterhouse Coopers - Russia
- Cigading International Bulk Terminal - Indonesia
- Latin American Coal - Colombia
- Maharashtra Electricity Regulatory Commission - India
- Meenaskhi Energy Private Limited - India
- Straits Asia Resources Limited - Singapore
- The Treasury - Australian Government
- Mercuria Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Sidhee Cement - India
- Bharathi Cement Corporation - India
- Indian Energy Exchange, India
- Siam City Cement PLC, Thailand
- Semirara Mining Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Thai Mozambique Logistica
- Sical Logistics Limited - India
- Essar Steel Hazira Ltd - India
- Global Coal Blending Company Limited - Australia
- Carbofer General Trading SA - India
- Lanco Infratech Ltd - India
- IEA Clean Coal Centre - UK
- Sree Jayajothi Cements Limited - India
- Samtan Co., Ltd - South Korea
- Kobexindo Tractors - Indoneisa
- Marubeni Corporation - India
- Sakthi Sugars Limited - India
- Sarangani Energy Corporation, Philippines
- Mercator Lines Limited - India
- LBH Netherlands Bv - Netherlands
- Heidelberg Cement - Germany
- Aboitiz Power Corporation - Philippines
- Eastern Coal Council - USA
- McConnell Dowell - Australia
- Economic Council, Georgia
- Globalindo Alam Lestari - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Cement Manufacturers Association - India
- OPG Power Generation Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Ministry of Mines - Canada
- ASAPP Information Group - India
- Orica Mining Services - Indonesia
- Georgia Ports Authority, United States
- Tata Chemicals Ltd - India
- Indogreen Group - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Electricity Authority, New Zealand
- Planning Commission, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- CNBM International Corporation - China
- Bukit Makmur.PT - Indonesia
- Mjunction Services Limited - India
- Savvy Resources Ltd - HongKong
- Madhucon Powers Ltd - India
- Vizag Seaport Private Limited - India
- Uttam Galva Steels Limited - India
- Global Business Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Salva Resources Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Agrawal Coal Company - India
- Gujarat Electricity Regulatory Commission - India
- Energy Link Ltd, New Zealand
- Coastal Gujarat Power Limited - India
- TeaM Sual Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Thiess Contractors Indonesia
- Kideco Jaya Agung - Indonesia
- India Bulls Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Petron Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- GN Power Mariveles Coal Plant, Philippines
- Kapuas Tunggal Persada - Indonesia
- Timah Investasi Mineral - Indoneisa
- Siam City Cement - Thailand
- Merrill Lynch Commodities Europe
- Toyota Tsusho Corporation, Japan
- London Commodity Brokers - England
- Eastern Energy - Thailand
- Power Finance Corporation Ltd., India
- Gujarat Mineral Development Corp Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- International Coal Ventures Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- South Luzon Thermal Energy Corporation
- Kumho Petrochemical, South Korea
- Holcim Trading Pte Ltd - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Therma Luzon, Inc, Philippines
- Rio Tinto Coal - Australia
- Petrochimia International Co. Ltd.- Taiwan
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