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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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Wednesday, 12 June 24
CHINA ACCOUNTS FOR 16.3% OF AUSTRALIA'S COAL EXPORTS, FOLLOWED BY INDIA 14.4% - BANCHERO COSTA
Global coal trade has really picked up pace in recent months, and is now fully back to pre-Covid levels says Banchero Costa in its latest report.
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Wednesday, 12 June 24
LNG NEWBUILDING VALUES AT RECORD HIGH: 78 NEWBUILD ORDERS PLACED IN 2024, DOUBLING 2023 - VESON NAUTICAL
The number of LNG newbuilding orders have more than doubled from the same period last year where 34 orders were placed, compared to 78 in the first ...
Monday, 10 June 24
CHINA'S MAY COAL IMPORTS RISE 11% ON LOWER DOMESTIC OUTPUT - REUTERS
China’s imports of coal rose 11% in May from a year earlier, customs data and Reuters records showed on Friday, as lower domestic output this ...
Tuesday, 04 June 24
HOW DO WESTERN SANCTIONS ON RUSSIA IMPACT THE GLOBAL METALS, MINING AND COAL MARKETS - WOOD MACKENZIE
The geopolitical landscape for Russia, as a major supplier of various commodities, has undergone a dramatic transformation since the invasion of Uk ...
Friday, 22 March 24
CASE STUDY: DANGERS OF COAL CARGO - SKULD
Recently, a bulk cargo vessel carrying coal from South Africa to Singapore suffered a fatal accident, resulting in the deaths of three crew members ...
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Showing 21 to 25 news of total 6871 |
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- Tata Chemicals Ltd - India
- Chamber of Mines of South Africa
- Bukit Baiduri Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Sree Jayajothi Cements Limited - India
- OPG Power Generation Pvt Ltd - India
- Carbofer General Trading SA - India
- Ind-Barath Power Infra Limited - India
- Standard Chartered Bank - UAE
- PTC India Limited - India
- Trasteel International SA, Italy
- Rashtriya Ispat Nigam Limited - India
- Videocon Industries ltd - India
- Attock Cement Pakistan Limited
- Bahari Cakrawala Sebuku - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Africa Commodities Group - South Africa
- International Coal Ventures Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Meralco Power Generation, Philippines
- Lanco Infratech Ltd - India
- Oldendorff Carriers - Singapore
- Global Coal Blending Company Limited - Australia
- Bayan Resources Tbk. - Indonesia
- Vedanta Resources Plc - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ambuja Cements Ltd - India
- Rio Tinto Coal - Australia
- Commonwealth Bank - Australia
- Mercuria Energy - Indonesia
- Merrill Lynch Commodities Europe
- Maharashtra Electricity Regulatory Commission - India
- Planning Commission, India
- Central Electricity Authority - India
- Sical Logistics Limited - India
- Australian Coal Association
- Jindal Steel & Power Ltd - India
- Makarim & Taira - Indonesia
- Bharathi Cement Corporation - India
- SN Aboitiz Power Inc, Philippines
- Eastern Coal Council - USA
- Intertek Mineral Services - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Renaissance Capital - South Africa
- Independent Power Producers Association of India
- Wilmar Investment Holdings
- GN Power Mariveles Coal Plant, Philippines
- Georgia Ports Authority, United States
- Ministry of Finance - Indonesia
- LBH Netherlands Bv - Netherlands
- Global Business Power Corporation, Philippines
- Minerals Council of Australia
- Coal and Oil Company - UAE
- Baramulti Group, Indonesia
- The State Trading Corporation of India Ltd
- Energy Development Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Mjunction Services Limited - India
- Samtan Co., Ltd - South Korea
- Agrawal Coal Company - India
- Krishnapatnam Port Company Ltd. - India
- CIMB Investment Bank - Malaysia
- Port Waratah Coal Services - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- MS Steel International - UAE
- Romanian Commodities Exchange
- Pipit Mutiara Jaya. PT, Indonesia
- IEA Clean Coal Centre - UK
- Coastal Gujarat Power Limited - India
- Parliament of New Zealand
- Kaltim Prima Coal - Indonesia
- Therma Luzon, Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Aditya Birla Group - India
- Miang Besar Coal Terminal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Toyota Tsusho Corporation, Japan
- Antam Resourcindo - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Price Waterhouse Coopers - Russia
- Alfred C Toepfer International GmbH - Germany
- GVK Power & Infra Limited - India
- Borneo Indobara - Indonesia
- Indian Energy Exchange, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Interocean Group of Companies - India
- Electricity Authority, New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Bulk Trading Sa - Switzerland
- Leighton Contractors Pty Ltd - Australia
- Mintek Dendrill Indonesia
- Kobexindo Tractors - Indoneisa
- Siam City Cement PLC, Thailand
- SMG Consultants - Indonesia
- Barasentosa Lestari - Indonesia
- Medco Energi Mining Internasional
- Dalmia Cement Bharat India
- Metalloyd Limited - United Kingdom
- Altura Mining Limited, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Uttam Galva Steels Limited - India
- Posco Energy - South Korea
- Sojitz Corporation - Japan
- Malabar Cements Ltd - India
- Semirara Mining Corp, Philippines
- Kepco SPC Power Corporation, Philippines
- Latin American Coal - Colombia
- Mercator Lines Limited - India
- Parry Sugars Refinery, India
- Sakthi Sugars Limited - India
- Edison Trading Spa - Italy
- Sarangani Energy Corporation, Philippines
- ICICI Bank Limited - India
- Indika Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- London Commodity Brokers - England
- Thiess Contractors Indonesia
- Indonesian Coal Mining Association
- Vizag Seaport Private Limited - India
- Deloitte Consulting - India
- White Energy Company Limited
- Directorate Of Revenue Intelligence - India
- ASAPP Information Group - India
- Kapuas Tunggal Persada - Indonesia
- Bhoruka Overseas - Indonesia
- Indogreen Group - Indonesia
- Xindia Steels Limited - India
- Bangladesh Power Developement Board
- Anglo American - United Kingdom
- Simpson Spence & Young - Indonesia
- Wood Mackenzie - Singapore
- Kartika Selabumi Mining - Indonesia
- Jaiprakash Power Ventures ltd
- Indo Tambangraya Megah - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- Bhatia International Limited - India
- Straits Asia Resources Limited - Singapore
- Billiton Holdings Pty Ltd - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- European Bulk Services B.V. - Netherlands
- Savvy Resources Ltd - HongKong
- Tamil Nadu electricity Board
- Vijayanagar Sugar Pvt Ltd - India
- New Zealand Coal & Carbon
- Kumho Petrochemical, South Korea
- McConnell Dowell - Australia
- Banpu Public Company Limited - Thailand
- Sindya Power Generating Company Private Ltd
- Petron Corporation, Philippines
- India Bulls Power Limited - India
- San Jose City I Power Corp, Philippines
- Riau Bara Harum - Indonesia
- Siam City Cement - Thailand
- Ministry of Mines - Canada
- TNB Fuel Sdn Bhd - Malaysia
- Star Paper Mills Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- CNBM International Corporation - China
- Bukit Makmur.PT - Indonesia
- Goldman Sachs - Singapore
- The University of Queensland
- AsiaOL BioFuels Corp., Philippines
- Karaikal Port Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Grasim Industreis Ltd - India
- Maheswari Brothers Coal Limited - India
- GAC Shipping (India) Pvt Ltd
- Cement Manufacturers Association - India
- SMC Global Power, Philippines
- IHS Mccloskey Coal Group - USA
- Eastern Energy - Thailand
- Ceylon Electricity Board - Sri Lanka
- Meenaskhi Energy Private Limited - India
- Chettinad Cement Corporation Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Australian Commodity Traders Exchange
- Singapore Mercantile Exchange
- Globalindo Alam Lestari - Indonesia
- Timah Investasi Mineral - Indoneisa
- Heidelberg Cement - Germany
- Economic Council, Georgia
- Coalindo Energy - Indonesia
- Power Finance Corporation Ltd., India
- Energy Link Ltd, New Zealand
- Thai Mozambique Logistica
- Orica Australia Pty. Ltd.
- Pendopo Energi Batubara - Indonesia
- Electricity Generating Authority of Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Larsen & Toubro Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Manunggal Multi Energi - Indonesia
- TeaM Sual Corporation - Philippines
- Ministry of Transport, Egypt
- Madhucon Powers Ltd - India
- Marubeni Corporation - India
- The Treasury - Australian Government
- Indian Oil Corporation Limited
- VISA Power Limited - India
- Central Java Power - Indonesia
- Formosa Plastics Group - Taiwan
- Bhushan Steel Limited - India
- Cigading International Bulk Terminal - Indonesia
- Orica Mining Services - Indonesia
- Global Green Power PLC Corporation, Philippines
- Gujarat Sidhee Cement - India
- GMR Energy Limited - India
- Binh Thuan Hamico - Vietnam
- Semirara Mining and Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- PowerSource Philippines DevCo
- Essar Steel Hazira Ltd - India
- Neyveli Lignite Corporation Ltd, - India
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