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Wednesday, 12 February 20
CHANGES IN LNG MARKET COULD UNDERCUT PLANS FOR NEW JAPANESE COAL PLANTS - CLYDE RUSSELL
Reuters: Clyde Russell
The collapse in the spot price of liquefied natural gas (LNG) in Asia is a short-term phenomenon that may well end up having a longer-term impact, especially on thermal coal.
The spot price dropped to $2.95 per million British thermal units (mmBtu) for the week ended Feb. 7, the lowest price in records stretching back to 2010. It has lost 57% of its value since the pre-winter peak of $6.80 per mmBtu in mid-October, and is down 74% from the peak price in 2018 and 86% from the all-time high from February 2014.
While it’s unlikely that spot LNG prices will stay at the current depressed levels indefinitely, the trend toward structurally lower prices appears sustainable. There is still no shortage of LNG projects being built, with 17 million tonnes of capacity due to be commissioned this year alone, and considerably more likely in the next five years, as projects from Russia to East Africa start to come online.
This supply surge is likely to have two impacts on prices. Firstly, it will ensure that spot prices remain under downward pressure, and secondly, it will likely accelerate the shift away from long-term, oil-linked contracts to shorter-term, more flexibly priced deals.
This change in the way LNG is priced should give pause for considerable thought to any would-be developers of thermal coal power projects based on imported fuel in Asia, especially Japan. As a country that relies on imports for virtually all its energy, Japan has long prioritized security of supply and diversity in its energy mix. But perhaps the sands have shifted enough to lead to a re-think.
It would in all likelihood be possible to sign long-term or medium-term LNG supply pacts that are not linked to the price of crude oil, but rather to other instruments such as U.S. Henry Hub natural gas, or European gas prices, or even seaborne thermal coal costs. This could give Japan the security of supply it desires, but virtually eliminate the problem LNG has always had, its high cost relative to thermal coal.
Source: IEEFA | Reuters
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Sunday, 26 February 23
MAWANI AND JEDDAH CHAMBER SIGN AN AGREEMENT TO BUILD INTEGRATED LOGISTICS PARK
Press Release: The Saudi Ports Authority (Mawani) and Jeddah Chamber of Commerce and Industry have today inked an agreement to set up an integrated ...
Saturday, 25 February 23
INDONESIA IS STILL BY FAR THE TOP SUPPLIER OF COAL TO CHINA - BANCHERO COSTA
After a slow start in the first quarter, global coal trade has really picked up pace last year, and is now fully back to pre-Covid levels, said ban ...
Wednesday, 22 February 23
MARKET INSIGHT - INTERMODAL
The short-term outlook of the global soybean market is currently pivoted by a combination of weather patterns that are affecting the harvest progre ...
Saturday, 18 February 23
OIL UNLIKELY TO BREAK ABOVE $100/BBL THIS YEAR, J.P.MORGAN SAYS –- REUTERS
Brent oil prices are unlikely to breach the $100 a barrel level this year, barring any significant geopolitical drivers, with OPEC+ potentially add ...
Saturday, 18 February 23
CHINA'S COAL PRICES FALL TO 1 YR-LOW, CLOUDING DEMAND AND IMPORT OUTLOOK - REUTERS
China’s thermal coal prices hit their lowest levels in a year this week on rising inventories as domestic mine production is recovering faste ...
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- Directorate General of MIneral and Coal - Indonesia
- The State Trading Corporation of India Ltd
- Edison Trading Spa - Italy
- Therma Luzon, Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Maheswari Brothers Coal Limited - India
- Deloitte Consulting - India
- Heidelberg Cement - Germany
- Gujarat Mineral Development Corp Ltd - India
- Carbofer General Trading SA - India
- Sinarmas Energy and Mining - Indonesia
- Gujarat Sidhee Cement - India
- Ind-Barath Power Infra Limited - India
- Posco Energy - South Korea
- Parry Sugars Refinery, India
- Karbindo Abesyapradhi - Indoneisa
- Rashtriya Ispat Nigam Limited - India
- Coalindo Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Holcim Trading Pte Ltd - Singapore
- India Bulls Power Limited - India
- Energy Link Ltd, New Zealand
- Independent Power Producers Association of India
- Central Java Power - Indonesia
- Bhoruka Overseas - Indonesia
- Energy Development Corp, Philippines
- Sindya Power Generating Company Private Ltd
- Chettinad Cement Corporation Ltd - India
- Merrill Lynch Commodities Europe
- Asia Pacific Energy Resources Ventures Inc, Philippines
- San Jose City I Power Corp, Philippines
- TeaM Sual Corporation - Philippines
- Anglo American - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- Medco Energi Mining Internasional
- Latin American Coal - Colombia
- Globalindo Alam Lestari - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Mercuria Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Interocean Group of Companies - India
- Antam Resourcindo - Indonesia
- McConnell Dowell - Australia
- Directorate Of Revenue Intelligence - India
- Kobexindo Tractors - Indoneisa
- Global Green Power PLC Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Toyota Tsusho Corporation, Japan
- Metalloyd Limited - United Kingdom
- Straits Asia Resources Limited - Singapore
- GMR Energy Limited - India
- Videocon Industries ltd - India
- Global Business Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- Tata Chemicals Ltd - India
- Borneo Indobara - Indonesia
- MS Steel International - UAE
- Indian Oil Corporation Limited
- Leighton Contractors Pty Ltd - Australia
- Attock Cement Pakistan Limited
- Dalmia Cement Bharat India
- Kalimantan Lumbung Energi - Indonesia
- Siam City Cement PLC, Thailand
- Kaltim Prima Coal - Indonesia
- Malabar Cements Ltd - India
- Mintek Dendrill Indonesia
- Xindia Steels Limited - India
- Bhushan Steel Limited - India
- Georgia Ports Authority, United States
- Maharashtra Electricity Regulatory Commission - India
- The Treasury - Australian Government
- Eastern Coal Council - USA
- SMG Consultants - Indonesia
- Romanian Commodities Exchange
- Sarangani Energy Corporation, Philippines
- Bharathi Cement Corporation - India
- Electricity Authority, New Zealand
- Essar Steel Hazira Ltd - India
- Iligan Light & Power Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- Ministry of Finance - Indonesia
- Power Finance Corporation Ltd., India
- Savvy Resources Ltd - HongKong
- Central Electricity Authority - India
- Siam City Cement - Thailand
- Indian Energy Exchange, India
- SMC Global Power, Philippines
- Jindal Steel & Power Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Orica Mining Services - Indonesia
- Vizag Seaport Private Limited - India
- IHS Mccloskey Coal Group - USA
- Coastal Gujarat Power Limited - India
- Manunggal Multi Energi - Indonesia
- Sical Logistics Limited - India
- Meralco Power Generation, Philippines
- VISA Power Limited - India
- Singapore Mercantile Exchange
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bhatia International Limited - India
- Billiton Holdings Pty Ltd - Australia
- Kepco SPC Power Corporation, Philippines
- Cement Manufacturers Association - India
- Tamil Nadu electricity Board
- Banpu Public Company Limited - Thailand
- Sree Jayajothi Cements Limited - India
- Petron Corporation, Philippines
- Port Waratah Coal Services - Australia
- Australian Coal Association
- Bahari Cakrawala Sebuku - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Lanco Infratech Ltd - India
- Riau Bara Harum - Indonesia
- Orica Australia Pty. Ltd.
- Oldendorff Carriers - Singapore
- Meenaskhi Energy Private Limited - India
- ICICI Bank Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Indogreen Group - Indonesia
- Goldman Sachs - Singapore
- PNOC Exploration Corporation - Philippines
- Mjunction Services Limited - India
- Sakthi Sugars Limited - India
- Marubeni Corporation - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Africa Commodities Group - South Africa
- Gujarat Electricity Regulatory Commission - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Alfred C Toepfer International GmbH - Germany
- CIMB Investment Bank - Malaysia
- Uttam Galva Steels Limited - India
- South Luzon Thermal Energy Corporation
- Renaissance Capital - South Africa
- Vedanta Resources Plc - India
- Cigading International Bulk Terminal - Indonesia
- Thiess Contractors Indonesia
- OPG Power Generation Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Vijayanagar Sugar Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Indo Tambangraya Megah - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Bangladesh Power Developement Board
- IEA Clean Coal Centre - UK
- Coal and Oil Company - UAE
- PowerSource Philippines DevCo
- Ministry of Transport, Egypt
- Trasteel International SA, Italy
- Indonesian Coal Mining Association
- White Energy Company Limited
- Australian Commodity Traders Exchange
- The University of Queensland
- Salva Resources Pvt Ltd - India
- Baramulti Group, Indonesia
- International Coal Ventures Pvt Ltd - India
- New Zealand Coal & Carbon
- Makarim & Taira - Indonesia
- Intertek Mineral Services - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Indika Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Kumho Petrochemical, South Korea
- Rio Tinto Coal - Australia
- Bukit Makmur.PT - Indonesia
- Grasim Industreis Ltd - India
- GVK Power & Infra Limited - India
- PTC India Limited - India
- London Commodity Brokers - England
- Ambuja Cements Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Standard Chartered Bank - UAE
- Semirara Mining Corp, Philippines
- Global Coal Blending Company Limited - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Semirara Mining and Power Corporation, Philippines
- Economic Council, Georgia
- Pipit Mutiara Jaya. PT, Indonesia
- Electricity Generating Authority of Thailand
- European Bulk Services B.V. - Netherlands
- Formosa Plastics Group - Taiwan
- CNBM International Corporation - China
- Madhucon Powers Ltd - India
- Eastern Energy - Thailand
- Parliament of New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Price Waterhouse Coopers - Russia
- Thai Mozambique Logistica
- Planning Commission, India
- Barasentosa Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- Agrawal Coal Company - India
- Aboitiz Power Corporation - Philippines
- Star Paper Mills Limited - India
- Kartika Selabumi Mining - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Wood Mackenzie - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Wilmar Investment Holdings
- Simpson Spence & Young - Indonesia
- Mercator Lines Limited - India
- Samtan Co., Ltd - South Korea
- Ceylon Electricity Board - Sri Lanka
- Jorong Barutama Greston.PT - Indonesia
- Bukit Baiduri Energy - Indonesia
- Larsen & Toubro Limited - India
- Commonwealth Bank - Australia
- GAC Shipping (India) Pvt Ltd
- Sojitz Corporation - Japan
- Minerals Council of Australia
- Bulk Trading Sa - Switzerland
- ASAPP Information Group - India
- Timah Investasi Mineral - Indoneisa
- Aditya Birla Group - India
- Pendopo Energi Batubara - Indonesia
- Ministry of Mines - Canada
- Chamber of Mines of South Africa
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