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Monday, 22 October 18
CONTINUED HIGH LNG PRICES; TRADE WAR IMPACT LIMITED - FITCH RATINGS
 Fitch Ratings expects sustained high spot liquefied natural gas (LNG) and contract prices over the next two quarters on limited investment in LNG export projects over the previous two years due to market expectations of oversupply, higher demand during Asia's summer and winter periods and rising oil prices, with LNG contracts typically linked to oil price benchmarks with a three- to six-month lagged effect.
LNG demand should also be supported across the Asia-Pacific region by rising energy usage and a government-supported switch to natural gas from coal to curb air pollution. Most of the region's demand growth has come from China, which is now the second-largest global LNG importer, behind Japan. Chinese government policy encouraging a switch to gas for winter heating led demand to rise by 46.4% in 2017, with further growth in 2018. This should support further investment in LNG over the next two years, with the market potentially entering a deficit in 2022-2025.
The ongoing trade war between China and the US, with China placing an initial 10% tariff on US LNG, may delay further investment in US projects and limit US export volume to China. However, China only accounted for 15% of US LNG exports over 2017 and Fitch expects US cargos to be redirected to other markets should exports become uncompetitive. We believe the ongoing impact will be limited, as Chinese importers had already cut purchases of US natural gas in the previous few months. PetroChina Company Limited (A+/Stable) had also signed a long-term LNG contract with Qatargas in September 2018, which should mitigate the loss of US imports.
Trade tensions may slow further investment in US LNG facilities, but globally, several major LNG projects have either been greenlit or moved towards final investment decision (FID). We do not expect new projects to deliver their first cargos until around 2022, as LNG projects typically take around four to five years from FID to first cargo delivery.
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Sunday, 07 October 18
SUPRAMAX: INDO-INDIA USUAL COAL RUNS WERE COVERED AT US$ 12K - FEARNLEYS
Capesize
Average daily earnings up close to 15 pct in 5 trading days, thus patience finally paying off for owners of the big ships - Chinese play ...
Sunday, 07 October 18
A CASE FOR 20/20 VISION? IMO'S LOW SULPHUR FUEL LIMIT UNDER MARPOL ANNEX VI WHICH COMES INTO FORCE ON 1ST JANUARY 2020
KNOWLEDGE TO ELEVATE
The implementation of the global 0.5% sulphur cap for bunker fuel under MARPOL Annex VI in just under 18 months’ ti ...
Friday, 05 October 18
COAL PRODUCTION REACHES 64% OF 2018 TARGET : THE JAKARTA POST
National coal production up to August has already reached 311 million tons, or 64 percent of this year's total target of 485 million tons, acco ...
Wednesday, 03 October 18
VALUE OF AUSTRALIAN COAL EXPORTS TIPPED TO DECLINE SHARPLY OVER NEXT 18 MONTHS - THE GUARDIAN
Thermal coal prices forecast to drop 25% and metallurgical coal prices 23% as value of iron ore exports also falls
The value of Aust ...
Wednesday, 03 October 18
SHIPPING MARKET INSIGHT - KATERINA RESTIS
The bunker fuel supply and availability landscape is close to its transformation with the enforcement of the IMO’s global 0.5% fuel Sulphur c ...
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Showing 1596 to 1600 news of total 6871 |
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- Banpu Public Company Limited - Thailand
- Lanco Infratech Ltd - India
- Essar Steel Hazira Ltd - India
- Tata Chemicals Ltd - India
- Savvy Resources Ltd - HongKong
- Jindal Steel & Power Ltd - India
- ASAPP Information Group - India
- Bulk Trading Sa - Switzerland
- PNOC Exploration Corporation - Philippines
- Sojitz Corporation - Japan
- Manunggal Multi Energi - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Wood Mackenzie - Singapore
- Indika Energy - Indonesia
- Coastal Gujarat Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Kepco SPC Power Corporation, Philippines
- Parry Sugars Refinery, India
- Sarangani Energy Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Ind-Barath Power Infra Limited - India
- Pendopo Energi Batubara - Indonesia
- Bayan Resources Tbk. - Indonesia
- The Treasury - Australian Government
- Attock Cement Pakistan Limited
- MS Steel International - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Madhucon Powers Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Malabar Cements Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Thiess Contractors Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- CIMB Investment Bank - Malaysia
- Simpson Spence & Young - Indonesia
- Indogreen Group - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Merrill Lynch Commodities Europe
- Singapore Mercantile Exchange
- Planning Commission, India
- Neyveli Lignite Corporation Ltd, - India
- Bukit Makmur.PT - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- South Luzon Thermal Energy Corporation
- Mercator Lines Limited - India
- White Energy Company Limited
- Iligan Light & Power Inc, Philippines
- Metalloyd Limited - United Kingdom
- Jaiprakash Power Ventures ltd
- Global Green Power PLC Corporation, Philippines
- Chamber of Mines of South Africa
- Directorate General of MIneral and Coal - Indonesia
- Orica Mining Services - Indonesia
- Indian Energy Exchange, India
- Romanian Commodities Exchange
- New Zealand Coal & Carbon
- Offshore Bulk Terminal Pte Ltd, Singapore
- PetroVietnam Power Coal Import and Supply Company
- Antam Resourcindo - Indonesia
- Wilmar Investment Holdings
- Billiton Holdings Pty Ltd - Australia
- Rio Tinto Coal - Australia
- ICICI Bank Limited - India
- Electricity Authority, New Zealand
- CNBM International Corporation - China
- Kartika Selabumi Mining - Indonesia
- Makarim & Taira - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Energy Development Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Bangladesh Power Developement Board
- Jorong Barutama Greston.PT - Indonesia
- IEA Clean Coal Centre - UK
- Posco Energy - South Korea
- GMR Energy Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Indonesian Coal Mining Association
- Heidelberg Cement - Germany
- Economic Council, Georgia
- Kaltim Prima Coal - Indonesia
- Trasteel International SA, Italy
- AsiaOL BioFuels Corp., Philippines
- Larsen & Toubro Limited - India
- GAC Shipping (India) Pvt Ltd
- Cigading International Bulk Terminal - Indonesia
- Riau Bara Harum - Indonesia
- Salva Resources Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Directorate Of Revenue Intelligence - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Power Finance Corporation Ltd., India
- Grasim Industreis Ltd - India
- SMC Global Power, Philippines
- Meenaskhi Energy Private Limited - India
- Eastern Coal Council - USA
- Electricity Generating Authority of Thailand
- Star Paper Mills Limited - India
- London Commodity Brokers - England
- Cement Manufacturers Association - India
- Price Waterhouse Coopers - Russia
- Orica Australia Pty. Ltd.
- VISA Power Limited - India
- Latin American Coal - Colombia
- Toyota Tsusho Corporation, Japan
- Medco Energi Mining Internasional
- Deloitte Consulting - India
- Sakthi Sugars Limited - India
- Samtan Co., Ltd - South Korea
- Minerals Council of Australia
- Maharashtra Electricity Regulatory Commission - India
- Karaikal Port Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Energy Link Ltd, New Zealand
- Standard Chartered Bank - UAE
- Edison Trading Spa - Italy
- Ministry of Finance - Indonesia
- Interocean Group of Companies - India
- Tamil Nadu electricity Board
- Global Business Power Corporation, Philippines
- Kumho Petrochemical, South Korea
- Asmin Koalindo Tuhup - Indonesia
- Meralco Power Generation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Vedanta Resources Plc - India
- Mercuria Energy - Indonesia
- Renaissance Capital - South Africa
- OPG Power Generation Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Georgia Ports Authority, United States
- Global Coal Blending Company Limited - Australia
- TeaM Sual Corporation - Philippines
- Chettinad Cement Corporation Ltd - India
- Sree Jayajothi Cements Limited - India
- India Bulls Power Limited - India
- Indian Oil Corporation Limited
- Ministry of Mines - Canada
- Sical Logistics Limited - India
- Kideco Jaya Agung - Indonesia
- Agrawal Coal Company - India
- Straits Asia Resources Limited - Singapore
- Siam City Cement - Thailand
- Parliament of New Zealand
- Barasentosa Lestari - Indonesia
- Goldman Sachs - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Aboitiz Power Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Indo Tambangraya Megah - Indonesia
- The University of Queensland
- Aditya Birla Group - India
- PTC India Limited - India
- Borneo Indobara - Indonesia
- GVK Power & Infra Limited - India
- PowerSource Philippines DevCo
- Sindya Power Generating Company Private Ltd
- Carbofer General Trading SA - India
- Thai Mozambique Logistica
- Africa Commodities Group - South Africa
- Bharathi Cement Corporation - India
- GN Power Mariveles Coal Plant, Philippines
- Independent Power Producers Association of India
- Intertek Mineral Services - Indonesia
- Mjunction Services Limited - India
- Anglo American - United Kingdom
- The State Trading Corporation of India Ltd
- Holcim Trading Pte Ltd - Singapore
- Semirara Mining and Power Corporation, Philippines
- Central Java Power - Indonesia
- Maheswari Brothers Coal Limited - India
- Oldendorff Carriers - Singapore
- Mintek Dendrill Indonesia
- SN Aboitiz Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Ministry of Transport, Egypt
- San Jose City I Power Corp, Philippines
- LBH Netherlands Bv - Netherlands
- Videocon Industries ltd - India
- Coal and Oil Company - UAE
- Vizag Seaport Private Limited - India
- Dalmia Cement Bharat India
- Bhatia International Limited - India
- Bhushan Steel Limited - India
- Semirara Mining Corp, Philippines
- Ambuja Cements Ltd - India
- Siam City Cement PLC, Thailand
- Kalimantan Lumbung Energi - Indonesia
- Australian Commodity Traders Exchange
- Central Electricity Authority - India
- SMG Consultants - Indonesia
- Globalindo Alam Lestari - Indonesia
- European Bulk Services B.V. - Netherlands
- Australian Coal Association
- Krishnapatnam Port Company Ltd. - India
- Coalindo Energy - Indonesia
- Altura Mining Limited, Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- McConnell Dowell - Australia
- Petron Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Eastern Energy - Thailand
- IHS Mccloskey Coal Group - USA
- Vijayanagar Sugar Pvt Ltd - India
- Xindia Steels Limited - India
- Commonwealth Bank - Australia
- Uttam Galva Steels Limited - India
- Leighton Contractors Pty Ltd - Australia
- Formosa Plastics Group - Taiwan
- Baramulti Group, Indonesia
- Kobexindo Tractors - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Marubeni Corporation - India
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