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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, 29 July 22
GLENCORE TO SUPPLY COAL TO NIPPON STEEL AT $375 PER TON - BLOOMBERG
Glencore Plc, agreed to supply coal to Nippon Steel at one of the highest prices ever paid by the Japan Bloomberg reported on July 27.
...
Friday, 29 July 22
GLOBAL COAL DEMAND IS SET TO RETURN TO ITS ALL-TIME HIGH IN 2022 - IEA
The world’s consumption of coal is set to rise slightly in 2022, taking it back to the record level it reached nearly a decade ago, according ...
Thursday, 28 July 22
CREW FAMILIARISATION IS CRITICAL WHEN TAKING OVER A VESSEL - WEST P&I CLUB
Knowledge to Elevate
When a vessel changes ownership and/or manager, it can take some considerable time before the new crew and mana ...
Thursday, 28 July 22
RETURN OF COAL A THREAT TO EUROPEAN COMPANIES' ESG RATINGS - REUTERS
European companies turning to coal as an alternative to Russian gas face a hit to their environmental, social and governance ratings, leaving them ...
Wednesday, 27 July 22
MARKET INSIGHT - INTERMODAL
Amid the upcoming ban on Russian coal from the EU, which will be in full effect on August 10th, EU nations have been accelerating their coal import ...
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- GN Power Mariveles Coal Plant, Philippines
- SMC Global Power, Philippines
- Indonesian Coal Mining Association
- Offshore Bulk Terminal Pte Ltd, Singapore
- Singapore Mercantile Exchange
- Kumho Petrochemical, South Korea
- GMR Energy Limited - India
- Bhoruka Overseas - Indonesia
- Iligan Light & Power Inc, Philippines
- Dalmia Cement Bharat India
- Meralco Power Generation, Philippines
- Chettinad Cement Corporation Ltd - India
- Wood Mackenzie - Singapore
- Latin American Coal - Colombia
- Riau Bara Harum - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Australian Commodity Traders Exchange
- Eastern Energy - Thailand
- Edison Trading Spa - Italy
- Standard Chartered Bank - UAE
- Globalindo Alam Lestari - Indonesia
- Global Coal Blending Company Limited - Australia
- Africa Commodities Group - South Africa
- Mercator Lines Limited - India
- International Coal Ventures Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- European Bulk Services B.V. - Netherlands
- Renaissance Capital - South Africa
- Grasim Industreis Ltd - India
- Goldman Sachs - Singapore
- Trasteel International SA, Italy
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Minerals Council of Australia
- TNB Fuel Sdn Bhd - Malaysia
- OPG Power Generation Pvt Ltd - India
- Indika Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- PTC India Limited - India
- Xindia Steels Limited - India
- Jindal Steel & Power Ltd - India
- Coastal Gujarat Power Limited - India
- The University of Queensland
- The Treasury - Australian Government
- Bhatia International Limited - India
- Simpson Spence & Young - Indonesia
- Jaiprakash Power Ventures ltd
- Electricity Generating Authority of Thailand
- Kaltim Prima Coal - Indonesia
- Mercuria Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Semirara Mining Corp, Philippines
- Bangladesh Power Developement Board
- Ministry of Finance - Indonesia
- Economic Council, Georgia
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- Baramulti Group, Indonesia
- Global Business Power Corporation, Philippines
- Posco Energy - South Korea
- Madhucon Powers Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Sical Logistics Limited - India
- Meenaskhi Energy Private Limited - India
- Parliament of New Zealand
- Sinarmas Energy and Mining - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bharathi Cement Corporation - India
- PetroVietnam Power Coal Import and Supply Company
- Straits Asia Resources Limited - Singapore
- Sakthi Sugars Limited - India
- GAC Shipping (India) Pvt Ltd
- New Zealand Coal & Carbon
- LBH Netherlands Bv - Netherlands
- Sarangani Energy Corporation, Philippines
- Marubeni Corporation - India
- Vedanta Resources Plc - India
- Toyota Tsusho Corporation, Japan
- Altura Mining Limited, Indonesia
- Vizag Seaport Private Limited - India
- Indian Oil Corporation Limited
- Binh Thuan Hamico - Vietnam
- Ambuja Cements Ltd - India
- Savvy Resources Ltd - HongKong
- Siam City Cement PLC, Thailand
- South Luzon Thermal Energy Corporation
- Wilmar Investment Holdings
- Petrochimia International Co. Ltd.- Taiwan
- Timah Investasi Mineral - Indoneisa
- Price Waterhouse Coopers - Russia
- Eastern Coal Council - USA
- Georgia Ports Authority, United States
- Medco Energi Mining Internasional
- Central Electricity Authority - India
- Petron Corporation, Philippines
- Independent Power Producers Association of India
- Attock Cement Pakistan Limited
- Rashtriya Ispat Nigam Limited - India
- Pendopo Energi Batubara - Indonesia
- Karaikal Port Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- ASAPP Information Group - India
- Banpu Public Company Limited - Thailand
- IEA Clean Coal Centre - UK
- Manunggal Multi Energi - Indonesia
- IHS Mccloskey Coal Group - USA
- Tata Chemicals Ltd - India
- Essar Steel Hazira Ltd - India
- Energy Development Corp, Philippines
- Salva Resources Pvt Ltd - India
- Lanco Infratech Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Holcim Trading Pte Ltd - Singapore
- Aboitiz Power Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- Therma Luzon, Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Agrawal Coal Company - India
- Samtan Co., Ltd - South Korea
- Antam Resourcindo - Indonesia
- White Energy Company Limited
- Bhushan Steel Limited - India
- Sojitz Corporation - Japan
- Commonwealth Bank - Australia
- Bukit Makmur.PT - Indonesia
- Deloitte Consulting - India
- Gujarat Electricity Regulatory Commission - India
- CNBM International Corporation - China
- Indian Energy Exchange, India
- Heidelberg Cement - Germany
- Electricity Authority, New Zealand
- Parry Sugars Refinery, India
- Kepco SPC Power Corporation, Philippines
- Orica Mining Services - Indonesia
- Anglo American - United Kingdom
- Borneo Indobara - Indonesia
- Barasentosa Lestari - Indonesia
- MS Steel International - UAE
- Thiess Contractors Indonesia
- Coalindo Energy - Indonesia
- VISA Power Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Coal and Oil Company - UAE
- TeaM Sual Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- Bayan Resources Tbk. - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Ind-Barath Power Infra Limited - India
- McConnell Dowell - Australia
- PowerSource Philippines DevCo
- Sree Jayajothi Cements Limited - India
- Siam City Cement - Thailand
- GVK Power & Infra Limited - India
- Star Paper Mills Limited - India
- Global Green Power PLC Corporation, Philippines
- Power Finance Corporation Ltd., India
- Kohat Cement Company Ltd. - Pakistan
- Krishnapatnam Port Company Ltd. - India
- Merrill Lynch Commodities Europe
- Karbindo Abesyapradhi - Indoneisa
- CIMB Investment Bank - Malaysia
- Planning Commission, India
- Tamil Nadu electricity Board
- Australian Coal Association
- Directorate General of MIneral and Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Romanian Commodities Exchange
- Central Java Power - Indonesia
- Thai Mozambique Logistica
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Mines - Canada
- Metalloyd Limited - United Kingdom
- London Commodity Brokers - England
- Semirara Mining and Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- SN Aboitiz Power Inc, Philippines
- ICICI Bank Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Bukit Asam (Persero) Tbk - Indonesia
- Kobexindo Tractors - Indoneisa
- India Bulls Power Limited - India
- Directorate Of Revenue Intelligence - India
- Gujarat Sidhee Cement - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Interocean Group of Companies - India
- Ministry of Transport, Egypt
- Bukit Baiduri Energy - Indonesia
- Energy Link Ltd, New Zealand
- Oldendorff Carriers - Singapore
- The State Trading Corporation of India Ltd
- Chamber of Mines of South Africa
- Maheswari Brothers Coal Limited - India
- Rio Tinto Coal - Australia
- San Jose City I Power Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Mjunction Services Limited - India
- Mintek Dendrill Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Videocon Industries ltd - India
- Bulk Trading Sa - Switzerland
- Uttam Galva Steels Limited - India
- Makarim & Taira - Indonesia
- Orica Australia Pty. Ltd.
- Cement Manufacturers Association - India
- Formosa Plastics Group - Taiwan
- Port Waratah Coal Services - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Larsen & Toubro Limited - India
- Alfred C Toepfer International GmbH - Germany
- Aditya Birla Group - India
- Miang Besar Coal Terminal - Indonesia
- Malabar Cements Ltd - India
- Carbofer General Trading SA - India
- Indogreen Group - Indonesia
- Indo Tambangraya Megah - Indonesia
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