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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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Thursday, 07 July 22
COAL INDIA'S PRODUCTION SETS RECORD INCREASE OF 29% YOY AT 36 MT IN Q1FY23 - IIFL SECURITIES
Coal India Limited (CIL) has ended April-June quarter FY’23 capping a historic high of 29% yoy output growth, compared to same quarter FY&rsq ...
Wednesday, 06 July 22
MARKET INSIGHT - INTERMODAL
Following the 3rd Decarbonizing Shipping Forum, held in Hamburg on June 2022, there has been a meaningful resurgence of discussions within the ship ...
Tuesday, 05 July 22
WHY ARE VLSFO PRICES SO HIGH, ESPECIALLY IN SINGAPORE? - STEVE CHRISTY, INTEGR8 FUELS
Tightness in products still trumps talks of recession
Last month we wrote about the fears of recession versus the tightness in product markets ...
Tuesday, 05 July 22
ADANI ENTERPRISES LOWEST BIDDER IN COAL INDIA'S IMPORT TENDER: REPORT - BUSINESS STANDARD
Coal India Ltd floated its first import tender on behalf of power companies, where Adani Enterprises Ltd came out to be the lowest bidder, a report ...
Tuesday, 05 July 22
CHINA POLICY KEY FOR IRON ORE OUTLOOK - ING
China’s covid lockdowns and recessionary risks hit iron ore
Iron ore prices have fallen significantly from their year-to-date high of US$ ...
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- Marubeni Corporation - India
- Siam City Cement - Thailand
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- Eastern Coal Council - USA
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- Bank of Tokyo Mitsubishi UFJ Ltd
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- Sical Logistics Limited - India
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- Global Green Power PLC Corporation, Philippines
- TeaM Sual Corporation - Philippines
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- Commonwealth Bank - Australia
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- Coal and Oil Company - UAE
- San Jose City I Power Corp, Philippines
- Interocean Group of Companies - India
- Leighton Contractors Pty Ltd - Australia
- Kartika Selabumi Mining - Indonesia
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- CNBM International Corporation - China
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- OPG Power Generation Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Central Electricity Authority - India
- India Bulls Power Limited - India
- Romanian Commodities Exchange
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- The University of Queensland
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- South Luzon Thermal Energy Corporation
- TNB Fuel Sdn Bhd - Malaysia
- Alfred C Toepfer International GmbH - Germany
- Planning Commission, India
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- IHS Mccloskey Coal Group - USA
- Iligan Light & Power Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Mjunction Services Limited - India
- Larsen & Toubro Limited - India
- SMC Global Power, Philippines
- Georgia Ports Authority, United States
- Globalindo Alam Lestari - Indonesia
- Economic Council, Georgia
- Gujarat Mineral Development Corp Ltd - India
- Parry Sugars Refinery, India
- Minerals Council of Australia
- Petron Corporation, Philippines
- Merrill Lynch Commodities Europe
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- Semirara Mining and Power Corporation, Philippines
- Vedanta Resources Plc - India
- GVK Power & Infra Limited - India
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- Formosa Plastics Group - Taiwan
- Ambuja Cements Ltd - India
- Toyota Tsusho Corporation, Japan
- Goldman Sachs - Singapore
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- Ind-Barath Power Infra Limited - India
- Essar Steel Hazira Ltd - India
- White Energy Company Limited
- Riau Bara Harum - Indonesia
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- Deloitte Consulting - India
- Gujarat Electricity Regulatory Commission - India
- Timah Investasi Mineral - Indoneisa
- Singapore Mercantile Exchange
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- Sakthi Sugars Limited - India
- Electricity Generating Authority of Thailand
- Bhatia International Limited - India
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- Samtan Co., Ltd - South Korea
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- Bulk Trading Sa - Switzerland
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- Ministry of Finance - Indonesia
- Borneo Indobara - Indonesia
- Bharathi Cement Corporation - India
- Billiton Holdings Pty Ltd - Australia
- VISA Power Limited - India
- Mercuria Energy - Indonesia
- European Bulk Services B.V. - Netherlands
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- Trasteel International SA, Italy
- Meralco Power Generation, Philippines
- Bhoruka Overseas - Indonesia
- Gujarat Sidhee Cement - India
- Carbofer General Trading SA - India
- Simpson Spence & Young - Indonesia
- ASAPP Information Group - India
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- Global Coal Blending Company Limited - Australia
- CIMB Investment Bank - Malaysia
- Chettinad Cement Corporation Ltd - India
- Indian Energy Exchange, India
- Bayan Resources Tbk. - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Grasim Industreis Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Jindal Steel & Power Ltd - India
- Australian Coal Association
- Tata Chemicals Ltd - India
- Aboitiz Power Corporation - Philippines
- Semirara Mining Corp, Philippines
- Aditya Birla Group - India
- PTC India Limited - India
- Antam Resourcindo - Indonesia
- Central Java Power - Indonesia
- Madhucon Powers Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Renaissance Capital - South Africa
- ICICI Bank Limited - India
- IEA Clean Coal Centre - UK
- Directorate Of Revenue Intelligence - India
- Australian Commodity Traders Exchange
- Kobexindo Tractors - Indoneisa
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- Energy Link Ltd, New Zealand
- Metalloyd Limited - United Kingdom
- Bhushan Steel Limited - India
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- Binh Thuan Hamico - Vietnam
- Uttam Galva Steels Limited - India
- Kepco SPC Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- Africa Commodities Group - South Africa
- Coalindo Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Baramulti Group, Indonesia
- Electricity Authority, New Zealand
- Attock Cement Pakistan Limited
- Rio Tinto Coal - Australia
- Heidelberg Cement - Germany
- International Coal Ventures Pvt Ltd - India
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- The State Trading Corporation of India Ltd
- GN Power Mariveles Coal Plant, Philippines
- Price Waterhouse Coopers - Russia
- Star Paper Mills Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- McConnell Dowell - Australia
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- Ministry of Transport, Egypt
- Global Business Power Corporation, Philippines
- The Treasury - Australian Government
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- Directorate General of MIneral and Coal - Indonesia
- Parliament of New Zealand
- Bangladesh Power Developement Board
- Cigading International Bulk Terminal - Indonesia
- Xindia Steels Limited - India
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