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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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Tuesday, 19 July 22
SEEING RED? - WOOD MACKENZIE
What a Republican mid-term victory could mean for US energy and climate policy
According to current polling the Republican Party has ...
Thursday, 14 July 22
INDIA'S COAL IMPORTS HIT RECORD HIGH IN JUNE - REUTERS
India's coal imports hit a record high in June despite high global prices, data from three trade sources and Refinitiv ship tracking showed, as ...
Thursday, 14 July 22
CHINA'S JUNE COAL IMPORTS SLUMP AS TRADERS SHUN EXPENSIVE OVERSEAS CARGOES - REUTERS
China’s coal imports fell 33% in June from a year ago, with traders turning down expensive overseas cargoes in favor of domestic ones with ca ...
Wednesday, 13 July 22
KOWEPO TO IMPORT 2.79 MILLION TONS OF LOW TO MEDIUM COAL
COALspot.com: Korea Western Power Co., Ltd. (KOWEPO) has issued an International tender for Total 1360k MT of Min.4400 kcal/kg NCV coal and Total 1 ...
Wednesday, 13 July 22
HAVE MINERS MISSED THE BOAT TO INVEST AND GET AHEAD OF THE ENERGY TRANSITION? - WOOD MACKENZIE
Miners are in rude health, benefiting from economic stimuli, the post-pandemic recovery and associated supply constraints. Initially the Ukraine wa ...
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- Chamber of Mines of South Africa
- IHS Mccloskey Coal Group - USA
- Indian Oil Corporation Limited
- Electricity Authority, New Zealand
- PetroVietnam Power Coal Import and Supply Company
- Indonesian Coal Mining Association
- Kapuas Tunggal Persada - Indonesia
- Salva Resources Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Antam Resourcindo - Indonesia
- SMC Global Power, Philippines
- Oldendorff Carriers - Singapore
- Toyota Tsusho Corporation, Japan
- Videocon Industries ltd - India
- Singapore Mercantile Exchange
- Simpson Spence & Young - Indonesia
- Directorate Of Revenue Intelligence - India
- Altura Mining Limited, Indonesia
- OPG Power Generation Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- LBH Netherlands Bv - Netherlands
- Asia Pacific Energy Resources Ventures Inc, Philippines
- European Bulk Services B.V. - Netherlands
- GAC Shipping (India) Pvt Ltd
- Romanian Commodities Exchange
- Karaikal Port Pvt Ltd - India
- GVK Power & Infra Limited - India
- Indo Tambangraya Megah - Indonesia
- Electricity Generating Authority of Thailand
- Savvy Resources Ltd - HongKong
- Attock Cement Pakistan Limited
- Interocean Group of Companies - India
- Sarangani Energy Corporation, Philippines
- Uttam Galva Steels Limited - India
- Sakthi Sugars Limited - India
- Ministry of Transport, Egypt
- Gujarat Electricity Regulatory Commission - India
- Manunggal Multi Energi - Indonesia
- Mercuria Energy - Indonesia
- Coal and Oil Company - UAE
- Samtan Co., Ltd - South Korea
- Aboitiz Power Corporation - Philippines
- Wilmar Investment Holdings
- Posco Energy - South Korea
- International Coal Ventures Pvt Ltd - India
- Eastern Energy - Thailand
- Semirara Mining and Power Corporation, Philippines
- Carbofer General Trading SA - India
- Binh Thuan Hamico - Vietnam
- London Commodity Brokers - England
- Orica Australia Pty. Ltd.
- Commonwealth Bank - Australia
- ASAPP Information Group - India
- Ministry of Finance - Indonesia
- New Zealand Coal & Carbon
- PowerSource Philippines DevCo
- India Bulls Power Limited - India
- Kepco SPC Power Corporation, Philippines
- Africa Commodities Group - South Africa
- Trasteel International SA, Italy
- McConnell Dowell - Australia
- PTC India Limited - India
- Makarim & Taira - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Agrawal Coal Company - India
- Energy Development Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Central Electricity Authority - India
- Pendopo Energi Batubara - Indonesia
- Timah Investasi Mineral - Indoneisa
- Kaltim Prima Coal - Indonesia
- Kumho Petrochemical, South Korea
- Madhucon Powers Ltd - India
- Independent Power Producers Association of India
- Latin American Coal - Colombia
- Globalindo Alam Lestari - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sojitz Corporation - Japan
- Larsen & Toubro Limited - India
- Siam City Cement PLC, Thailand
- Sree Jayajothi Cements Limited - India
- Meenaskhi Energy Private Limited - India
- Semirara Mining Corp, Philippines
- Thiess Contractors Indonesia
- Mintek Dendrill Indonesia
- Heidelberg Cement - Germany
- Goldman Sachs - Singapore
- Anglo American - United Kingdom
- South Luzon Thermal Energy Corporation
- Barasentosa Lestari - Indonesia
- Kideco Jaya Agung - Indonesia
- Global Green Power PLC Corporation, Philippines
- Australian Commodity Traders Exchange
- Coastal Gujarat Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Port Waratah Coal Services - Australia
- Orica Mining Services - Indonesia
- Cement Manufacturers Association - India
- Indogreen Group - Indonesia
- Bharathi Cement Corporation - India
- Ind-Barath Power Infra Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Metalloyd Limited - United Kingdom
- Jorong Barutama Greston.PT - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Jindal Steel & Power Ltd - India
- Jaiprakash Power Ventures ltd
- Global Coal Blending Company Limited - Australia
- Wood Mackenzie - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Power Finance Corporation Ltd., India
- Australian Coal Association
- Eastern Coal Council - USA
- IEA Clean Coal Centre - UK
- Kartika Selabumi Mining - Indonesia
- Tamil Nadu electricity Board
- Coalindo Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Georgia Ports Authority, United States
- Kalimantan Lumbung Energi - Indonesia
- SN Aboitiz Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Bhoruka Overseas - Indonesia
- Marubeni Corporation - India
- Economic Council, Georgia
- Formosa Plastics Group - Taiwan
- Karbindo Abesyapradhi - Indoneisa
- VISA Power Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Star Paper Mills Limited - India
- Renaissance Capital - South Africa
- Lanco Infratech Ltd - India
- Indika Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Edison Trading Spa - Italy
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Business Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Gujarat Mineral Development Corp Ltd - India
- Chettinad Cement Corporation Ltd - India
- Bangladesh Power Developement Board
- Baramulti Group, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Ambuja Cements Ltd - India
- TeaM Sual Corporation - Philippines
- Deloitte Consulting - India
- Holcim Trading Pte Ltd - Singapore
- Borneo Indobara - Indonesia
- Aditya Birla Group - India
- Mercator Lines Limited - India
- Xindia Steels Limited - India
- Planning Commission, India
- SMG Consultants - Indonesia
- Parliament of New Zealand
- Maharashtra Electricity Regulatory Commission - India
- Minerals Council of Australia
- Straits Asia Resources Limited - Singapore
- Rio Tinto Coal - Australia
- Energy Link Ltd, New Zealand
- Vizag Seaport Private Limited - India
- Standard Chartered Bank - UAE
- Miang Besar Coal Terminal - Indonesia
- Bulk Trading Sa - Switzerland
- Kohat Cement Company Ltd. - Pakistan
- PNOC Exploration Corporation - Philippines
- Siam City Cement - Thailand
- Grasim Industreis Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Medco Energi Mining Internasional
- The Treasury - Australian Government
- ICICI Bank Limited - India
- Tata Chemicals Ltd - India
- Bukit Makmur.PT - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Bayan Resources Tbk. - Indonesia
- MS Steel International - UAE
- Krishnapatnam Port Company Ltd. - India
- Indian Energy Exchange, India
- Meralco Power Generation, Philippines
- Bukit Baiduri Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Iligan Light & Power Inc, Philippines
- Gujarat Sidhee Cement - India
- Maheswari Brothers Coal Limited - India
- The University of Queensland
- CNBM International Corporation - China
- Sindya Power Generating Company Private Ltd
- Kobexindo Tractors - Indoneisa
- Merrill Lynch Commodities Europe
- Thai Mozambique Logistica
- Bhushan Steel Limited - India
- Sical Logistics Limited - India
- Alfred C Toepfer International GmbH - Germany
- San Jose City I Power Corp, Philippines
- CIMB Investment Bank - Malaysia
- The State Trading Corporation of India Ltd
- GMR Energy Limited - India
- Riau Bara Harum - Indonesia
- Rashtriya Ispat Nigam Limited - India
- White Energy Company Limited
- Vedanta Resources Plc - India
- Sinarmas Energy and Mining - Indonesia
- Price Waterhouse Coopers - Russia
- Parry Sugars Refinery, India
- Malabar Cements Ltd - India
- Mjunction Services Limited - India
- Dalmia Cement Bharat India
- Intertek Mineral Services - Indonesia
- Central Java Power - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Petron Corporation, Philippines
- Ministry of Mines - Canada
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhatia International Limited - India
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