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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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Monday, 19 December 22
ENERGY CRISIS FUELS COAL COMEBACK IN GERMANY - REUTERS
Coal has made a comeback in Germany this year, as Europe’s largest economy turns to the dirty fuel to power it through an energy crisis.
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Thursday, 15 December 22
MARKET INSIGHT - INTERMODAL
While observing the ship repair market very close to the end of the year, we are confident that shipyards worldwide are entering a new era. The nex ...
Tuesday, 13 December 22
STRONG COAL PRICES SUPPORT ROBUST EARNINGS AT INDONESIAN COAL MINERS - FITCH RATINGS
Fitch Ratings expects cash flow generation at Indonesian coal miners to remain strong in 2023, based on its forecast for coal prices to remain high ...
Tuesday, 13 December 22
BIMCO CII CLAUSE FINALLY RELEASED: DOES IT MAKE ANY SENSE OF CCI? - WFW
WHAT IS CII?
The new International Maritime Organisation’s (“IMO’s”) Carbon Intensity Indicator (“CII”) cer ...
Tuesday, 13 December 22
COAL BASE RAMPS UP ENERGY SUPPLY FOR WINTER NEEDS - XINHUA
Inner Mongolia Autonomous Region, China’s leading coal production base, has kicked its production into high gear to meet heating needs as col ...
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- AsiaOL BioFuels Corp., Philippines
- Chamber of Mines of South Africa
- Medco Energi Mining Internasional
- Carbofer General Trading SA - India
- Energy Development Corp, Philippines
- Kobexindo Tractors - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Chettinad Cement Corporation Ltd - India
- Renaissance Capital - South Africa
- Essar Steel Hazira Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Indian Oil Corporation Limited
- ICICI Bank Limited - India
- Iligan Light & Power Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- Australian Commodity Traders Exchange
- Merrill Lynch Commodities Europe
- OPG Power Generation Pvt Ltd - India
- Attock Cement Pakistan Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Parry Sugars Refinery, India
- Bhoruka Overseas - Indonesia
- Semirara Mining Corp, Philippines
- Wilmar Investment Holdings
- Deloitte Consulting - India
- Power Finance Corporation Ltd., India
- Grasim Industreis Ltd - India
- Bulk Trading Sa - Switzerland
- Asmin Koalindo Tuhup - Indonesia
- Simpson Spence & Young - Indonesia
- CIMB Investment Bank - Malaysia
- Australian Coal Association
- Petron Corporation, Philippines
- Meralco Power Generation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Africa Commodities Group - South Africa
- Latin American Coal - Colombia
- Vizag Seaport Private Limited - India
- Independent Power Producers Association of India
- Manunggal Multi Energi - Indonesia
- Aboitiz Power Corporation - Philippines
- Eastern Energy - Thailand
- SMG Consultants - Indonesia
- Rio Tinto Coal - Australia
- Wood Mackenzie - Singapore
- Videocon Industries ltd - India
- Edison Trading Spa - Italy
- Formosa Plastics Group - Taiwan
- The University of Queensland
- Pipit Mutiara Jaya. PT, Indonesia
- Bhushan Steel Limited - India
- London Commodity Brokers - England
- Bangladesh Power Developement Board
- Orica Mining Services - Indonesia
- Mintek Dendrill Indonesia
- Coastal Gujarat Power Limited - India
- Coal and Oil Company - UAE
- Lanco Infratech Ltd - India
- Oldendorff Carriers - Singapore
- The Treasury - Australian Government
- Central Java Power - Indonesia
- India Bulls Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- Binh Thuan Hamico - Vietnam
- Thiess Contractors Indonesia
- SN Aboitiz Power Inc, Philippines
- Tamil Nadu electricity Board
- Minerals Council of Australia
- Timah Investasi Mineral - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Kepco SPC Power Corporation, Philippines
- Kumho Petrochemical, South Korea
- Semirara Mining and Power Corporation, Philippines
- Heidelberg Cement - Germany
- Indo Tambangraya Megah - Indonesia
- Jindal Steel & Power Ltd - India
- Intertek Mineral Services - Indonesia
- Romanian Commodities Exchange
- Neyveli Lignite Corporation Ltd, - India
- Interocean Group of Companies - India
- Makarim & Taira - Indonesia
- Central Electricity Authority - India
- Directorate General of MIneral and Coal - Indonesia
- GMR Energy Limited - India
- Vedanta Resources Plc - India
- Bukit Makmur.PT - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kideco Jaya Agung - Indonesia
- MS Steel International - UAE
- SMC Global Power, Philippines
- Energy Link Ltd, New Zealand
- Mjunction Services Limited - India
- Xindia Steels Limited - India
- Salva Resources Pvt Ltd - India
- Ministry of Mines - Canada
- Jorong Barutama Greston.PT - Indonesia
- Cement Manufacturers Association - India
- Jaiprakash Power Ventures ltd
- San Jose City I Power Corp, Philippines
- LBH Netherlands Bv - Netherlands
- Agrawal Coal Company - India
- Metalloyd Limited - United Kingdom
- Siam City Cement - Thailand
- Riau Bara Harum - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Aditya Birla Group - India
- Georgia Ports Authority, United States
- Sical Logistics Limited - India
- IHS Mccloskey Coal Group - USA
- Barasentosa Lestari - Indonesia
- Ministry of Finance - Indonesia
- Baramulti Group, Indonesia
- Miang Besar Coal Terminal - Indonesia
- Commonwealth Bank - Australia
- Singapore Mercantile Exchange
- Kartika Selabumi Mining - Indonesia
- Economic Council, Georgia
- Electricity Generating Authority of Thailand
- Global Business Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- CNBM International Corporation - China
- Bharathi Cement Corporation - India
- Kapuas Tunggal Persada - Indonesia
- Toyota Tsusho Corporation, Japan
- Kalimantan Lumbung Energi - Indonesia
- Globalindo Alam Lestari - Indonesia
- Ministry of Transport, Egypt
- Parliament of New Zealand
- Banpu Public Company Limited - Thailand
- Billiton Holdings Pty Ltd - Australia
- Port Waratah Coal Services - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dalmia Cement Bharat India
- Indika Energy - Indonesia
- Orica Australia Pty. Ltd.
- Bank of Tokyo Mitsubishi UFJ Ltd
- Samtan Co., Ltd - South Korea
- White Energy Company Limited
- European Bulk Services B.V. - Netherlands
- South Luzon Thermal Energy Corporation
- Thai Mozambique Logistica
- Mercuria Energy - Indonesia
- PTC India Limited - India
- Indogreen Group - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Sakthi Sugars Limited - India
- Sojitz Corporation - Japan
- Holcim Trading Pte Ltd - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Malabar Cements Ltd - India
- Anglo American - United Kingdom
- Planning Commission, India
- Leighton Contractors Pty Ltd - Australia
- Maheswari Brothers Coal Limited - India
- Mercator Lines Limited - India
- PNOC Exploration Corporation - Philippines
- Gujarat Sidhee Cement - India
- ASAPP Information Group - India
- The State Trading Corporation of India Ltd
- Pendopo Energi Batubara - Indonesia
- Global Green Power PLC Corporation, Philippines
- Bhatia International Limited - India
- Ind-Barath Power Infra Limited - India
- Altura Mining Limited, Indonesia
- Coalindo Energy - Indonesia
- Standard Chartered Bank - UAE
- Bayan Resources Tbk. - Indonesia
- Trasteel International SA, Italy
- Ambuja Cements Ltd - India
- TeaM Sual Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- McConnell Dowell - Australia
- Electricity Authority, New Zealand
- PowerSource Philippines DevCo
- Madhucon Powers Ltd - India
- Meenaskhi Energy Private Limited - India
- Therma Luzon, Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Posco Energy - South Korea
- International Coal Ventures Pvt Ltd - India
- New Zealand Coal & Carbon
- Sree Jayajothi Cements Limited - India
- Star Paper Mills Limited - India
- GVK Power & Infra Limited - India
- Kaltim Prima Coal - Indonesia
- Larsen & Toubro Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Tata Chemicals Ltd - India
- Price Waterhouse Coopers - Russia
- Global Coal Blending Company Limited - Australia
- Karbindo Abesyapradhi - Indoneisa
- Marubeni Corporation - India
- Siam City Cement PLC, Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Krishnapatnam Port Company Ltd. - India
- Savvy Resources Ltd - HongKong
- IEA Clean Coal Centre - UK
- Indian Energy Exchange, India
- Uttam Galva Steels Limited - India
- Eastern Coal Council - USA
- Indonesian Coal Mining Association
- Goldman Sachs - Singapore
- Straits Asia Resources Limited - Singapore
- Sindya Power Generating Company Private Ltd
- Antam Resourcindo - Indonesia
- VISA Power Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Rashtriya Ispat Nigam Limited - India
- Borneo Indobara - Indonesia
- Sarangani Energy Corporation, Philippines
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