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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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Tuesday, 08 March 22
RUSSIA-UKRAINE CONFLICT ADDS IMPETUS TO ASIA'S ENERGY TRANSITION - IEEFA
Clean energy alternatives are a crucial hedge against future disruptions in global commodity markets
Russia’s invasion of Ukra ...
Tuesday, 08 March 22
THE HIGH COST OF INDONESIA’S DOWNSTREAM COAL PROJECTS IS UNDERESTIMATED - IEEFA
Three Indonesian ministries have come up with a DME purchase price of US$378/tonne fixed for 20 years compared to IEEFA’s US$601/tonne estima ...
Wednesday, 02 March 22
SHIPPING MARKET INSIGHT - INTERMODAL
The escalating confrontation between Russia and Ukraine has the potential to disrupt global order and set the world back a few decades. While count ...
Tuesday, 22 February 22
THE DRY BULK MARKET HAS MOVED ON A POSITIVE TRACK - ALLIED
The dry bulk market has moved on a positive track as of the past couple of weeks or so. Following the typical softening in freight conditions durin ...
Tuesday, 22 February 22
CHINA'S DAILY OUTPUT OF COAL REBOUNDS TO OVER 12 MLN TONNES - REUTERS
China’s coal output returned to more than 12 million tonnes per day as of Feb. 20, the country’s state planner said on Monday, a level ...
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- Tamil Nadu electricity Board
- SN Aboitiz Power Inc, Philippines
- Indogreen Group - Indonesia
- Therma Luzon, Inc, Philippines
- Vizag Seaport Private Limited - India
- Grasim Industreis Ltd - India
- Antam Resourcindo - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Orica Australia Pty. Ltd.
- Coastal Gujarat Power Limited - India
- Borneo Indobara - Indonesia
- GMR Energy Limited - India
- Global Green Power PLC Corporation, Philippines
- Makarim & Taira - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Indo Tambangraya Megah - Indonesia
- Edison Trading Spa - Italy
- Sindya Power Generating Company Private Ltd
- Port Waratah Coal Services - Australia
- Rio Tinto Coal - Australia
- Kaltim Prima Coal - Indonesia
- Goldman Sachs - Singapore
- Essar Steel Hazira Ltd - India
- Petron Corporation, Philippines
- Interocean Group of Companies - India
- Ministry of Transport, Egypt
- McConnell Dowell - Australia
- Simpson Spence & Young - Indonesia
- Price Waterhouse Coopers - Russia
- Savvy Resources Ltd - HongKong
- PetroVietnam Power Coal Import and Supply Company
- Malabar Cements Ltd - India
- Madhucon Powers Ltd - India
- Lanco Infratech Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- OPG Power Generation Pvt Ltd - India
- Singapore Mercantile Exchange
- Africa Commodities Group - South Africa
- TeaM Sual Corporation - Philippines
- Aboitiz Power Corporation - Philippines
- The University of Queensland
- Bukit Makmur.PT - Indonesia
- Trasteel International SA, Italy
- Miang Besar Coal Terminal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Romanian Commodities Exchange
- Neyveli Lignite Corporation Ltd, - India
- Videocon Industries ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Kapuas Tunggal Persada - Indonesia
- Siam City Cement - Thailand
- Energy Development Corp, Philippines
- Baramulti Group, Indonesia
- New Zealand Coal & Carbon
- Medco Energi Mining Internasional
- Parry Sugars Refinery, India
- Cement Manufacturers Association - India
- Jorong Barutama Greston.PT - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Finance - Indonesia
- Ministry of Mines - Canada
- Billiton Holdings Pty Ltd - Australia
- Indonesian Coal Mining Association
- Tata Chemicals Ltd - India
- The State Trading Corporation of India Ltd
- Sinarmas Energy and Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- PTC India Limited - India
- Formosa Plastics Group - Taiwan
- Alfred C Toepfer International GmbH - Germany
- Altura Mining Limited, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Indian Oil Corporation Limited
- Energy Link Ltd, New Zealand
- Electricity Authority, New Zealand
- Australian Commodity Traders Exchange
- VISA Power Limited - India
- Mercator Lines Limited - India
- Kobexindo Tractors - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- MS Steel International - UAE
- Bhoruka Overseas - Indonesia
- Global Coal Blending Company Limited - Australia
- Electricity Generating Authority of Thailand
- Xindia Steels Limited - India
- Independent Power Producers Association of India
- Riau Bara Harum - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Sarangani Energy Corporation, Philippines
- Coal and Oil Company - UAE
- Attock Cement Pakistan Limited
- ASAPP Information Group - India
- Semirara Mining Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Indika Energy - Indonesia
- Uttam Galva Steels Limited - India
- Mintek Dendrill Indonesia
- Latin American Coal - Colombia
- White Energy Company Limited
- Eastern Coal Council - USA
- Gujarat Sidhee Cement - India
- The Treasury - Australian Government
- European Bulk Services B.V. - Netherlands
- Bharathi Cement Corporation - India
- Leighton Contractors Pty Ltd - Australia
- Wilmar Investment Holdings
- Semirara Mining and Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Bhushan Steel Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- International Coal Ventures Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- IHS Mccloskey Coal Group - USA
- Krishnapatnam Port Company Ltd. - India
- Sical Logistics Limited - India
- Central Electricity Authority - India
- Coalindo Energy - Indonesia
- SMC Global Power, Philippines
- LBH Netherlands Bv - Netherlands
- Oldendorff Carriers - Singapore
- Kumho Petrochemical, South Korea
- Heidelberg Cement - Germany
- Kepco SPC Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Merrill Lynch Commodities Europe
- Commonwealth Bank - Australia
- Bangladesh Power Developement Board
- Chamber of Mines of South Africa
- Deloitte Consulting - India
- Meenaskhi Energy Private Limited - India
- Gujarat Electricity Regulatory Commission - India
- CIMB Investment Bank - Malaysia
- Toyota Tsusho Corporation, Japan
- Aditya Birla Group - India
- Standard Chartered Bank - UAE
- Kideco Jaya Agung - Indonesia
- Bayan Resources Tbk. - Indonesia
- Iligan Light & Power Inc, Philippines
- Indian Energy Exchange, India
- Intertek Mineral Services - Indonesia
- Ind-Barath Power Infra Limited - India
- Binh Thuan Hamico - Vietnam
- Central Java Power - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Maheswari Brothers Coal Limited - India
- CNBM International Corporation - China
- London Commodity Brokers - England
- Bulk Trading Sa - Switzerland
- Carbofer General Trading SA - India
- Thai Mozambique Logistica
- India Bulls Power Limited - India
- IEA Clean Coal Centre - UK
- PNOC Exploration Corporation - Philippines
- ICICI Bank Limited - India
- Global Business Power Corporation, Philippines
- Minerals Council of Australia
- Bhatia International Limited - India
- Star Paper Mills Limited - India
- Banpu Public Company Limited - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Orica Mining Services - Indonesia
- Barasentosa Lestari - Indonesia
- Larsen & Toubro Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Sojitz Corporation - Japan
- SMG Consultants - Indonesia
- Jindal Steel & Power Ltd - India
- Wood Mackenzie - Singapore
- Parliament of New Zealand
- Cigading International Bulk Terminal - Indonesia
- GVK Power & Infra Limited - India
- Directorate Of Revenue Intelligence - India
- Chettinad Cement Corporation Ltd - India
- Timah Investasi Mineral - Indoneisa
- Australian Coal Association
- Sree Jayajothi Cements Limited - India
- Mjunction Services Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Economic Council, Georgia
- Eastern Energy - Thailand
- Straits Asia Resources Limited - Singapore
- Agrawal Coal Company - India
- Karaikal Port Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Power Finance Corporation Ltd., India
- Vedanta Resources Plc - India
- South Luzon Thermal Energy Corporation
- Marubeni Corporation - India
- Mercuria Energy - Indonesia
- PowerSource Philippines DevCo
- AsiaOL BioFuels Corp., Philippines
- Sakthi Sugars Limited - India
- Posco Energy - South Korea
- Salva Resources Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Pendopo Energi Batubara - Indonesia
- Thiess Contractors Indonesia
- Siam City Cement PLC, Thailand
- Dalmia Cement Bharat India
- Georgia Ports Authority, United States
- Anglo American - United Kingdom
- San Jose City I Power Corp, Philippines
- Meralco Power Generation, Philippines
- Manunggal Multi Energi - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Directorate General of MIneral and Coal - Indonesia
- Renaissance Capital - South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Planning Commission, India
- Ambuja Cements Ltd - India
- Metalloyd Limited - United Kingdom
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