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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
INVESTMENT IN GLOBAL COAL SUPPLY CHAIN TO HIT $115 BN IN 2022, LED BY CHINA AND INDIA - BUSINESS LINE
At over $80 billion, China and India are anticipated to make up the bulk of global coal investment in 2022, says IEA.
The investment ...
Wednesday, 29 June 22
LNG MARKET REMAINS TIGHT - INTERMODAL
LNG market remains tight currently, mainly driven by the US LNG outage from the recent fire in Freeport LNG terminal together with the recent fall ...
Wednesday, 29 June 22
CHINA'S NEW PLAN FOR RENEWABLE ENERGY DEVELOPMENT FOCUSES ON CONSUMPTION - FITCH RATINGS
China’s focus on consumption penetration for renewable energy development in its recently released 14th five-year plan – 2021 to 2025 & ...
Wednesday, 29 June 22
APAC CORPORATE SECTOR OUTLOOKS SHIFT AMID GLOBAL SHOCKS - FITCH RATINGS’
Fitch Ratings’ mid-2022 corporate sector outlook review revealed that the Asia-Pacific (APAC) region saw the largest number of sector outlook ...
Thursday, 16 June 22
MARKET INSIGHT - INTERMODAL
Picking up from my last insight in March, on the early days of the invasion, it's worth pointing out the way that the fast-paced working enviro ...
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- Coal and Oil Company - UAE
- Central Electricity Authority - India
- Timah Investasi Mineral - Indoneisa
- ICICI Bank Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Ministry of Transport, Egypt
- PetroVietnam Power Coal Import and Supply Company
- IEA Clean Coal Centre - UK
- Global Coal Blending Company Limited - Australia
- OPG Power Generation Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Antam Resourcindo - Indonesia
- Malabar Cements Ltd - India
- Bukit Baiduri Energy - Indonesia
- Australian Commodity Traders Exchange
- Coastal Gujarat Power Limited - India
- Indogreen Group - Indonesia
- Renaissance Capital - South Africa
- Cigading International Bulk Terminal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Gujarat Mineral Development Corp Ltd - India
- Therma Luzon, Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Metalloyd Limited - United Kingdom
- AsiaOL BioFuels Corp., Philippines
- Posco Energy - South Korea
- Anglo American - United Kingdom
- Thai Mozambique Logistica
- Global Green Power PLC Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Leighton Contractors Pty Ltd - Australia
- Australian Coal Association
- Petron Corporation, Philippines
- Standard Chartered Bank - UAE
- Carbofer General Trading SA - India
- Globalindo Alam Lestari - Indonesia
- Deloitte Consulting - India
- Interocean Group of Companies - India
- Energy Link Ltd, New Zealand
- Parliament of New Zealand
- Parry Sugars Refinery, India
- India Bulls Power Limited - India
- London Commodity Brokers - England
- Iligan Light & Power Inc, Philippines
- Mercator Lines Limited - India
- Binh Thuan Hamico - Vietnam
- Pendopo Energi Batubara - Indonesia
- Sakthi Sugars Limited - India
- Madhucon Powers Ltd - India
- Medco Energi Mining Internasional
- Rio Tinto Coal - Australia
- Sinarmas Energy and Mining - Indonesia
- MS Steel International - UAE
- Georgia Ports Authority, United States
- Manunggal Multi Energi - Indonesia
- Karaikal Port Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Jorong Barutama Greston.PT - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Bayan Resources Tbk. - Indonesia
- Kepco SPC Power Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Holcim Trading Pte Ltd - Singapore
- Riau Bara Harum - Indonesia
- Romanian Commodities Exchange
- Altura Mining Limited, Indonesia
- SMC Global Power, Philippines
- Siam City Cement - Thailand
- Mintek Dendrill Indonesia
- Tata Chemicals Ltd - India
- Kobexindo Tractors - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- Marubeni Corporation - India
- Pipit Mutiara Jaya. PT, Indonesia
- Thiess Contractors Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Africa Commodities Group - South Africa
- Asmin Koalindo Tuhup - Indonesia
- IHS Mccloskey Coal Group - USA
- Larsen & Toubro Limited - India
- McConnell Dowell - Australia
- Wood Mackenzie - Singapore
- Semirara Mining Corp, Philippines
- ASAPP Information Group - India
- Banpu Public Company Limited - Thailand
- The University of Queensland
- Indian Energy Exchange, India
- GAC Shipping (India) Pvt Ltd
- Straits Asia Resources Limited - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Ambuja Cements Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Toyota Tsusho Corporation, Japan
- PowerSource Philippines DevCo
- Xindia Steels Limited - India
- Independent Power Producers Association of India
- Trasteel International SA, Italy
- Attock Cement Pakistan Limited
- Siam City Cement PLC, Thailand
- Ministry of Finance - Indonesia
- Kumho Petrochemical, South Korea
- Kaltim Prima Coal - Indonesia
- Mercuria Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- TeaM Sual Corporation - Philippines
- Salva Resources Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GMR Energy Limited - India
- Mjunction Services Limited - India
- Meralco Power Generation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- Bhoruka Overseas - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Indika Energy - Indonesia
- Indonesian Coal Mining Association
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Orica Australia Pty. Ltd.
- Vijayanagar Sugar Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Singapore Mercantile Exchange
- Coalindo Energy - Indonesia
- The State Trading Corporation of India Ltd
- Merrill Lynch Commodities Europe
- Oldendorff Carriers - Singapore
- Intertek Mineral Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Star Paper Mills Limited - India
- Grasim Industreis Ltd - India
- Directorate Of Revenue Intelligence - India
- Ceylon Electricity Board - Sri Lanka
- Goldman Sachs - Singapore
- Essar Steel Hazira Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- CIMB Investment Bank - Malaysia
- Commonwealth Bank - Australia
- Semirara Mining and Power Corporation, Philippines
- Energy Development Corp, Philippines
- VISA Power Limited - India
- Sree Jayajothi Cements Limited - India
- Electricity Authority, New Zealand
- Electricity Generating Authority of Thailand
- Kalimantan Lumbung Energi - Indonesia
- Baramulti Group, Indonesia
- Vedanta Resources Plc - India
- Aditya Birla Group - India
- Ministry of Mines - Canada
- Agrawal Coal Company - India
- Videocon Industries ltd - India
- Central Java Power - Indonesia
- Makarim & Taira - Indonesia
- Jaiprakash Power Ventures ltd
- Heidelberg Cement - Germany
- Sojitz Corporation - Japan
- Price Waterhouse Coopers - Russia
- Formosa Plastics Group - Taiwan
- Economic Council, Georgia
- Bangladesh Power Developement Board
- Cement Manufacturers Association - India
- Sical Logistics Limited - India
- Samtan Co., Ltd - South Korea
- Eastern Coal Council - USA
- Power Finance Corporation Ltd., India
- San Jose City I Power Corp, Philippines
- Edison Trading Spa - Italy
- Orica Mining Services - Indonesia
- White Energy Company Limited
- Gujarat Sidhee Cement - India
- Eastern Energy - Thailand
- Global Business Power Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Minerals Council of Australia
- Dalmia Cement Bharat India
- Bhushan Steel Limited - India
- South Luzon Thermal Energy Corporation
- LBH Netherlands Bv - Netherlands
- SMG Consultants - Indonesia
- CNBM International Corporation - China
- GVK Power & Infra Limited - India
- European Bulk Services B.V. - Netherlands
- Petrochimia International Co. Ltd.- Taiwan
- Uttam Galva Steels Limited - India
- Sarangani Energy Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Bulk Trading Sa - Switzerland
- Bhatia International Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- New Zealand Coal & Carbon
- Kideco Jaya Agung - Indonesia
- The Treasury - Australian Government
- Indo Tambangraya Megah - Indonesia
- Borneo Indobara - Indonesia
- Sindya Power Generating Company Private Ltd
- PTC India Limited - India
- Jindal Steel & Power Ltd - India
- Vizag Seaport Private Limited - India
- Chamber of Mines of South Africa
- Port Waratah Coal Services - Australia
- SN Aboitiz Power Inc, Philippines
- Wilmar Investment Holdings
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Makmur.PT - Indonesia
- International Coal Ventures Pvt Ltd - India
- Bharathi Cement Corporation - India
- Neyveli Lignite Corporation Ltd, - India
- Chettinad Cement Corporation Ltd - India
- Aboitiz Power Corporation - Philippines
- Lanco Infratech Ltd - India
- Latin American Coal - Colombia
- Gujarat Electricity Regulatory Commission - India
- Indian Oil Corporation Limited
- Tamil Nadu electricity Board
- Alfred C Toepfer International GmbH - Germany
- Planning Commission, India
- Bank of Tokyo Mitsubishi UFJ Ltd
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