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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 $6.80 per mmBtu in mid-October, and is down 74% from the peak price in 2018 and 86% from the all-time high from February 2014.
While it’s unlikely that spot LNG prices will stay at the current depressed levels indefinitely, the trend toward structurally lower prices appears sustainable. There is still no shortage of LNG projects being built, with 17 million tonnes of capacity due to be commissioned this year alone, and considerably more likely in the next five years, as projects from Russia to East Africa start to come online.
This supply surge is likely to have two impacts on prices. Firstly, it will ensure that spot prices remain under downward pressure, and secondly, it will likely accelerate the shift away from long-term, oil-linked contracts to shorter-term, more flexibly priced deals.
This change in the way LNG is priced should give pause for considerable thought to any would-be developers of thermal coal power projects based on imported fuel in Asia, especially Japan. As a country that relies on imports for virtually all its energy, Japan has long prioritized security of supply and diversity in its energy mix. But perhaps the sands have shifted enough to lead to a re-think.
It would in all likelihood be possible to sign long-term or medium-term LNG supply pacts that are not linked to the price of crude oil, but rather to other instruments such as U.S. Henry Hub natural gas, or European gas prices, or even seaborne thermal coal costs. This could give Japan the security of supply it desires, but virtually eliminate the problem LNG has always had, its high cost relative to thermal coal.
Source: IEEFA | Reuters
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Friday, 02 December 22
INDONESIAN COAL PRICE REFERENCE PLUNGE TOWARD US$ 281.48 A TON AS DEMAND DROPS WORLDWIDE
COALspot.com: The cost of coal is falling so fast that it is beginning to put real money back in the pockets of end-users.
Indonesia ...
Wednesday, 30 November 22
INDONESIA’S BUMI RESOURCES TARGETS 2023 COAL OUTPUT OF 80 MLN TONNES - REUTERS
Indonesian coal miner PT Bumi Resources Tbk BUMI.JKis eyeing a 10% increase in output to 80 million tonnes next year amid expectations for more fav ...
Wednesday, 30 November 22
TANKERS: LONGER HAULS TO SUPPORT CONTINUED STRENGTH - BIMCO
Highlights
A rebound in the dirty tanker trade has led the Baltic Exchange Dirty Index (BDTI) to increase by 64% since our last report from mid ...
Wednesday, 30 November 22
MARKET INSIGHT - INTERMODAL
Shipping, although a conservative and innovation adverse industry, is currently in a transition period of digital transformation. According to a su ...
Tuesday, 29 November 22
INDIA TO RECEIVE FIRST LNG CARGO FROM INDONESIA’S TANGGUH LNG - REUTERS
India will receive its first cargo from Indonesia’s Tangguh liquefied natural gas (LNG) plant at the Dahej terminal on Monday, according to a ...
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- Kobexindo Tractors - Indoneisa
- New Zealand Coal & Carbon
- Kaltim Prima Coal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- VISA Power Limited - India
- Thiess Contractors Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- MS Steel International - UAE
- OPG Power Generation Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Metalloyd Limited - United Kingdom
- Barasentosa Lestari - Indonesia
- LBH Netherlands Bv - Netherlands
- Lanco Infratech Ltd - India
- Petron Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Energy Development Corp, Philippines
- Renaissance Capital - South Africa
- Gujarat Sidhee Cement - India
- Port Waratah Coal Services - Australia
- Ceylon Electricity Board - Sri Lanka
- Maharashtra Electricity Regulatory Commission - India
- Coastal Gujarat Power Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Georgia Ports Authority, United States
- Globalindo Alam Lestari - Indonesia
- Ministry of Finance - Indonesia
- Samtan Co., Ltd - South Korea
- Simpson Spence & Young - Indonesia
- Medco Energi Mining Internasional
- Wilmar Investment Holdings
- Commonwealth Bank - Australia
- Central Electricity Authority - India
- Banpu Public Company Limited - Thailand
- Merrill Lynch Commodities Europe
- Ambuja Cements Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Sakthi Sugars Limited - India
- Central Java Power - Indonesia
- Maheswari Brothers Coal Limited - India
- Bharathi Cement Corporation - India
- Ministry of Mines - Canada
- Kumho Petrochemical, South Korea
- Kohat Cement Company Ltd. - Pakistan
- Mercuria Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- IEA Clean Coal Centre - UK
- Indian Oil Corporation Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Australian Coal Association
- Chettinad Cement Corporation Ltd - India
- Bukit Baiduri Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Videocon Industries ltd - India
- Economic Council, Georgia
- SMC Global Power, Philippines
- Larsen & Toubro Limited - India
- Kartika Selabumi Mining - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Coal and Oil Company - UAE
- Planning Commission, India
- Thai Mozambique Logistica
- Offshore Bulk Terminal Pte Ltd, Singapore
- White Energy Company Limited
- Bangladesh Power Developement Board
- Alfred C Toepfer International GmbH - Germany
- Kapuas Tunggal Persada - Indonesia
- PowerSource Philippines DevCo
- Meralco Power Generation, Philippines
- Tamil Nadu electricity Board
- Aboitiz Power Corporation - Philippines
- TeaM Sual Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Binh Thuan Hamico - Vietnam
- Power Finance Corporation Ltd., India
- Formosa Plastics Group - Taiwan
- Latin American Coal - Colombia
- Riau Bara Harum - Indonesia
- PNOC Exploration Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- Heidelberg Cement - Germany
- Altura Mining Limited, Indonesia
- Rashtriya Ispat Nigam Limited - India
- AsiaOL BioFuels Corp., Philippines
- Deloitte Consulting - India
- SN Aboitiz Power Inc, Philippines
- Agrawal Coal Company - India
- Mjunction Services Limited - India
- Madhucon Powers Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Intertek Mineral Services - Indonesia
- GVK Power & Infra Limited - India
- SMG Consultants - Indonesia
- Vizag Seaport Private Limited - India
- Bhatia International Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Siam City Cement PLC, Thailand
- Carbofer General Trading SA - India
- IHS Mccloskey Coal Group - USA
- Price Waterhouse Coopers - Russia
- Ind-Barath Power Infra Limited - India
- Uttam Galva Steels Limited - India
- Baramulti Group, Indonesia
- Global Coal Blending Company Limited - Australia
- Australian Commodity Traders Exchange
- Goldman Sachs - Singapore
- Rio Tinto Coal - Australia
- Attock Cement Pakistan Limited
- Cigading International Bulk Terminal - Indonesia
- Mintek Dendrill Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Anglo American - United Kingdom
- Semirara Mining Corp, Philippines
- Straits Asia Resources Limited - Singapore
- Directorate Of Revenue Intelligence - India
- Xindia Steels Limited - India
- Minerals Council of Australia
- Wood Mackenzie - Singapore
- Karaikal Port Pvt Ltd - India
- Eastern Coal Council - USA
- Toyota Tsusho Corporation, Japan
- Oldendorff Carriers - Singapore
- Jaiprakash Power Ventures ltd
- Gujarat Electricity Regulatory Commission - India
- PetroVietnam Power Coal Import and Supply Company
- Kepco SPC Power Corporation, Philippines
- Siam City Cement - Thailand
- Kideco Jaya Agung - Indonesia
- Africa Commodities Group - South Africa
- Bhoruka Overseas - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Orica Australia Pty. Ltd.
- Sree Jayajothi Cements Limited - India
- CNBM International Corporation - China
- Bulk Trading Sa - Switzerland
- Sojitz Corporation - Japan
- San Jose City I Power Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- GN Power Mariveles Coal Plant, Philippines
- Star Paper Mills Limited - India
- Energy Link Ltd, New Zealand
- Sarangani Energy Corporation, Philippines
- Ministry of Transport, Egypt
- Cement Manufacturers Association - India
- Meenaskhi Energy Private Limited - India
- The University of Queensland
- Global Business Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Electricity Generating Authority of Thailand
- Billiton Holdings Pty Ltd - Australia
- Posco Energy - South Korea
- Parry Sugars Refinery, India
- Marubeni Corporation - India
- Vedanta Resources Plc - India
- Orica Mining Services - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Indian Energy Exchange, India
- Savvy Resources Ltd - HongKong
- ICICI Bank Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Pendopo Energi Batubara - Indonesia
- Independent Power Producers Association of India
- Iligan Light & Power Inc, Philippines
- Bhushan Steel Limited - India
- Sinarmas Energy and Mining - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- European Bulk Services B.V. - Netherlands
- Indonesian Coal Mining Association
- Sical Logistics Limited - India
- Chamber of Mines of South Africa
- Antam Resourcindo - Indonesia
- Bukit Makmur.PT - Indonesia
- International Coal Ventures Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Coalindo Energy - Indonesia
- CIMB Investment Bank - Malaysia
- GAC Shipping (India) Pvt Ltd
- Tata Chemicals Ltd - India
- London Commodity Brokers - England
- South Luzon Thermal Energy Corporation
- Parliament of New Zealand
- Interocean Group of Companies - India
- McConnell Dowell - Australia
- Romanian Commodities Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Singapore Mercantile Exchange
- Bayan Resources Tbk. - Indonesia
- Aditya Birla Group - India
- Electricity Authority, New Zealand
- Dalmia Cement Bharat India
- ASAPP Information Group - India
- The Treasury - Australian Government
- Makarim & Taira - Indonesia
- Therma Luzon, Inc, Philippines
- Standard Chartered Bank - UAE
- Eastern Energy - Thailand
- Borneo Indobara - Indonesia
- Salva Resources Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Essar Steel Hazira Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Manunggal Multi Energi - Indonesia
- Mercator Lines Limited - India
- Trasteel International SA, Italy
- Edison Trading Spa - Italy
- Indogreen Group - Indonesia
- PTC India Limited - India
- India Bulls Power Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Grasim Industreis Ltd - India
- Malabar Cements Ltd - India
- Indika Energy - Indonesia
- GMR Energy Limited - India
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