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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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Tuesday, 02 October 18
PANAMAX: A FURTHER RISE ACROSS ALL MAIN ROUTES THIS WEEK - ALLIED
Capesize
Finally an upward recovery was in sight in the spot market the past few days, after the prolonged negative pressure noted the weeks pr ...
Tuesday, 02 October 18
THE PRICE OF OIL CONTINUES ITS CLIMB AMIDST A SERIES OF CONCERNS REGARDING SUPPLY CONSTRAINTS - GEORGE LAZARIDIS
It has been a busy week for oil traders as the price of oil continues its climb amidst a series of concerns regarding supply constraints.
...
Tuesday, 02 October 18
INDONESIA GETS READY TO MEET INCREASED COAL DEMAND FROM CHINA, FREIGHT TO RESPOND - MIKAL BOE
Indonesian coal suppliers have increased their domestic coal production target by 4.5 percent from a previous 485 million tonnes to a massive 507 m ...
Monday, 01 October 18
SUPRAMAX: A 56,000 DWT FIXED DELIVERY FOR A SURABAYA TRIP WITH REDELIVERY TO WEST COAST INDIA AT $13,500 - THE BALTIC BRIEFING
Capesize
A stop-start market for the big ships with many expectations and few fulfilled. Holidays curtailed trading early in the week, but the ...
Monday, 01 October 18
A NO-DEAL BREXIT WILL UNDOUBTEDLY HAVE CONSEQUENCES FOR IMPORTERS AND EXPORTERS - KATE JONES, THE BALTIC BRIEFING
If you live in the UK, you might be finding it difficult to get away from the Brexit debate. “Hard Brexit”, “soft Brexit”, ...
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Showing 1601 to 1605 news of total 6871 |
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- Manunggal Multi Energi - Indonesia
- McConnell Dowell - Australia
- The State Trading Corporation of India Ltd
- South Luzon Thermal Energy Corporation
- The University of Queensland
- Bank of Tokyo Mitsubishi UFJ Ltd
- Siam City Cement - Thailand
- Lanco Infratech Ltd - India
- TeaM Sual Corporation - Philippines
- Parliament of New Zealand
- AsiaOL BioFuels Corp., Philippines
- Rio Tinto Coal - Australia
- Madhucon Powers Ltd - India
- Ind-Barath Power Infra Limited - India
- Holcim Trading Pte Ltd - Singapore
- Ambuja Cements Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Electricity Authority, New Zealand
- Siam City Cement PLC, Thailand
- Medco Energi Mining Internasional
- Baramulti Group, Indonesia
- Merrill Lynch Commodities Europe
- Deloitte Consulting - India
- Vijayanagar Sugar Pvt Ltd - India
- Aditya Birla Group - India
- Billiton Holdings Pty Ltd - Australia
- CNBM International Corporation - China
- Jaiprakash Power Ventures ltd
- Kideco Jaya Agung - Indonesia
- Sakthi Sugars Limited - India
- Indo Tambangraya Megah - Indonesia
- Goldman Sachs - Singapore
- Mercuria Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Carbofer General Trading SA - India
- Neyveli Lignite Corporation Ltd, - India
- Romanian Commodities Exchange
- PTC India Limited - India
- Star Paper Mills Limited - India
- SMC Global Power, Philippines
- Ceylon Electricity Board - Sri Lanka
- Globalindo Alam Lestari - Indonesia
- Posco Energy - South Korea
- Banpu Public Company Limited - Thailand
- Pendopo Energi Batubara - Indonesia
- Georgia Ports Authority, United States
- Sojitz Corporation - Japan
- Gujarat Sidhee Cement - India
- Karbindo Abesyapradhi - Indoneisa
- Straits Asia Resources Limited - Singapore
- Ministry of Finance - Indonesia
- Meralco Power Generation, Philippines
- Edison Trading Spa - Italy
- Cement Manufacturers Association - India
- Renaissance Capital - South Africa
- Semirara Mining and Power Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- TNB Fuel Sdn Bhd - Malaysia
- Kapuas Tunggal Persada - Indonesia
- IEA Clean Coal Centre - UK
- Pipit Mutiara Jaya. PT, Indonesia
- Wood Mackenzie - Singapore
- Semirara Mining Corp, Philippines
- Savvy Resources Ltd - HongKong
- Simpson Spence & Young - Indonesia
- Coastal Gujarat Power Limited - India
- Planning Commission, India
- Indonesian Coal Mining Association
- Tata Chemicals Ltd - India
- Heidelberg Cement - Germany
- Salva Resources Pvt Ltd - India
- ICICI Bank Limited - India
- Rashtriya Ispat Nigam Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Transport, Egypt
- Bharathi Cement Corporation - India
- Aboitiz Power Corporation - Philippines
- Economic Council, Georgia
- Chettinad Cement Corporation Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Bhushan Steel Limited - India
- London Commodity Brokers - England
- Timah Investasi Mineral - Indoneisa
- Sree Jayajothi Cements Limited - India
- Binh Thuan Hamico - Vietnam
- Indian Oil Corporation Limited
- Singapore Mercantile Exchange
- Interocean Group of Companies - India
- Power Finance Corporation Ltd., India
- Maheswari Brothers Coal Limited - India
- Independent Power Producers Association of India
- Makarim & Taira - Indonesia
- Barasentosa Lestari - Indonesia
- Mjunction Services Limited - India
- Jindal Steel & Power Ltd - India
- Metalloyd Limited - United Kingdom
- Ministry of Mines - Canada
- Kumho Petrochemical, South Korea
- Eastern Energy - Thailand
- LBH Netherlands Bv - Netherlands
- Global Green Power PLC Corporation, Philippines
- VISA Power Limited - India
- GAC Shipping (India) Pvt Ltd
- Directorate Of Revenue Intelligence - India
- Larsen & Toubro Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mintek Dendrill Indonesia
- Electricity Generating Authority of Thailand
- Indika Energy - Indonesia
- Tamil Nadu electricity Board
- Standard Chartered Bank - UAE
- Riau Bara Harum - Indonesia
- Formosa Plastics Group - Taiwan
- Essar Steel Hazira Ltd - India
- India Bulls Power Limited - India
- Agrawal Coal Company - India
- Kepco SPC Power Corporation, Philippines
- GMR Energy Limited - India
- Antam Resourcindo - Indonesia
- Central Electricity Authority - India
- Africa Commodities Group - South Africa
- Uttam Galva Steels Limited - India
- Directorate General of MIneral and Coal - Indonesia
- ASAPP Information Group - India
- Gujarat Electricity Regulatory Commission - India
- Sindya Power Generating Company Private Ltd
- Sinarmas Energy and Mining - Indonesia
- Bangladesh Power Developement Board
- Thai Mozambique Logistica
- Australian Commodity Traders Exchange
- Commonwealth Bank - Australia
- Kalimantan Lumbung Energi - Indonesia
- Indogreen Group - Indonesia
- Kartika Selabumi Mining - Indonesia
- Grasim Industreis Ltd - India
- Kobexindo Tractors - Indoneisa
- MS Steel International - UAE
- Coalindo Energy - Indonesia
- Petron Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- San Jose City I Power Corp, Philippines
- Energy Development Corp, Philippines
- The Treasury - Australian Government
- Bukit Makmur.PT - Indonesia
- Bulk Trading Sa - Switzerland
- SN Aboitiz Power Inc, Philippines
- Coal and Oil Company - UAE
- Therma Luzon, Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Iligan Light & Power Inc, Philippines
- Dalmia Cement Bharat India
- Bayan Resources Tbk. - Indonesia
- Orica Mining Services - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vedanta Resources Plc - India
- Eastern Coal Council - USA
- Trasteel International SA, Italy
- Vizag Seaport Private Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Parry Sugars Refinery, India
- Central Java Power - Indonesia
- Price Waterhouse Coopers - Russia
- Bukit Asam (Persero) Tbk - Indonesia
- Borneo Indobara - Indonesia
- Bhatia International Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Karaikal Port Pvt Ltd - India
- Xindia Steels Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Attock Cement Pakistan Limited
- Bukit Baiduri Energy - Indonesia
- SMG Consultants - Indonesia
- Latin American Coal - Colombia
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Australian Coal Association
- Jorong Barutama Greston.PT - Indonesia
- Kaltim Prima Coal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Alfred C Toepfer International GmbH - Germany
- Global Business Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Anglo American - United Kingdom
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Thiess Contractors Indonesia
- Malabar Cements Ltd - India
- Altura Mining Limited, Indonesia
- Sical Logistics Limited - India
- Indian Energy Exchange, India
- Mercator Lines Limited - India
- Oldendorff Carriers - Singapore
- Port Waratah Coal Services - Australia
- Global Coal Blending Company Limited - Australia
- PNOC Exploration Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- Chamber of Mines of South Africa
- GVK Power & Infra Limited - India
- White Energy Company Limited
- PowerSource Philippines DevCo
- Orica Australia Pty. Ltd.
- Energy Link Ltd, New Zealand
- Samtan Co., Ltd - South Korea
- Wilmar Investment Holdings
- Bhoruka Overseas - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Videocon Industries ltd - India
- Marubeni Corporation - India
- Sarangani Energy Corporation, Philippines
- New Zealand Coal & Carbon
- IHS Mccloskey Coal Group - USA
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Cigading International Bulk Terminal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Minerals Council of Australia
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