We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Tuesday, 26 April 22
CHINA'S APPETITE FOR BAUXITE HITS NEW RECORD AS Q1 IMPORTS JUMP 15.4% Y/Y - BIMCO
Bauxite shipments arriving in China hit new record levels in the first quarter of 2022 and grew at an average annual rate of 12.8% between 2017 and ...
Tuesday, 26 April 22
INDIA'S COAL IMPORTS ARE SHIFTING, THERMAL MORE THAN COKING - REUTERS
India’s coal imports are starting to reflect shifting world trade and pricing dynamics in the wake of Russia’s invasion of neighbouring ...
Monday, 18 April 22
GERMAN COAL IMPORTERS EXPECT A BRIEF SPIKE IN PRICES ON EU BAN - REUTERS
A European Union embargo on Russian coal imports will push up prices in the short term before alternative supplies become available to steady the c ...
Monday, 18 April 22
FINNISH 'LOOPHOLES' ALLOW IMPORTS OF RUSSIAN COAL AND OIL TO CONTINUE - EURONEWS
Activists in Finland are calling for the government to clamp down faster on state-owned companies that continue to import raw materials from Russia ...
Monday, 18 April 22
GOVT IN DISCUSSION WITH WORLD BANK ON FRAMEWORK FOR COAL MINE CLOSURE - BUSINESS STANDARD
The coal ministry is in discussions with the World Bank for collaboration on the mine closure framework, a government official said on Wednesday.
...
|
|
|
Showing 326 to 330 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- The State Trading Corporation of India Ltd
- Salva Resources Pvt Ltd - India
- Mintek Dendrill Indonesia
- Marubeni Corporation - India
- Kaltim Prima Coal - Indonesia
- Bhoruka Overseas - Indonesia
- Chamber of Mines of South Africa
- Star Paper Mills Limited - India
- Altura Mining Limited, Indonesia
- SMG Consultants - Indonesia
- Gujarat Sidhee Cement - India
- London Commodity Brokers - England
- IHS Mccloskey Coal Group - USA
- Aditya Birla Group - India
- Larsen & Toubro Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Savvy Resources Ltd - HongKong
- Standard Chartered Bank - UAE
- Aboitiz Power Corporation - Philippines
- Semirara Mining Corp, Philippines
- Planning Commission, India
- Global Business Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Energy Link Ltd, New Zealand
- Independent Power Producers Association of India
- TNB Fuel Sdn Bhd - Malaysia
- Rashtriya Ispat Nigam Limited - India
- Oldendorff Carriers - Singapore
- GMR Energy Limited - India
- Siam City Cement - Thailand
- Agrawal Coal Company - India
- PTC India Limited - India
- Australian Commodity Traders Exchange
- Bhushan Steel Limited - India
- Indian Oil Corporation Limited
- Pendopo Energi Batubara - Indonesia
- Toyota Tsusho Corporation, Japan
- Merrill Lynch Commodities Europe
- Siam City Cement PLC, Thailand
- Maharashtra Electricity Regulatory Commission - India
- Sindya Power Generating Company Private Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Edison Trading Spa - Italy
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kalimantan Lumbung Energi - Indonesia
- Dalmia Cement Bharat India
- Eastern Energy - Thailand
- Kartika Selabumi Mining - Indonesia
- Interocean Group of Companies - India
- Ministry of Transport, Egypt
- Attock Cement Pakistan Limited
- Electricity Generating Authority of Thailand
- Mercuria Energy - Indonesia
- Latin American Coal - Colombia
- Coalindo Energy - Indonesia
- Bulk Trading Sa - Switzerland
- VISA Power Limited - India
- Posco Energy - South Korea
- SMC Global Power, Philippines
- Power Finance Corporation Ltd., India
- Directorate Of Revenue Intelligence - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Xindia Steels Limited - India
- Grasim Industreis Ltd - India
- Meralco Power Generation, Philippines
- European Bulk Services B.V. - Netherlands
- Goldman Sachs - Singapore
- Mercator Lines Limited - India
- GAC Shipping (India) Pvt Ltd
- Banpu Public Company Limited - Thailand
- PowerSource Philippines DevCo
- Wilmar Investment Holdings
- ICICI Bank Limited - India
- Karaikal Port Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Global Green Power PLC Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Coal Blending Company Limited - Australia
- McConnell Dowell - Australia
- Coastal Gujarat Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- Sojitz Corporation - Japan
- Anglo American - United Kingdom
- Manunggal Multi Energi - Indonesia
- Central Java Power - Indonesia
- Indonesian Coal Mining Association
- Ministry of Mines - Canada
- Globalindo Alam Lestari - Indonesia
- Indogreen Group - Indonesia
- India Bulls Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Maheswari Brothers Coal Limited - India
- Kapuas Tunggal Persada - Indonesia
- Bukit Baiduri Energy - Indonesia
- Lanco Infratech Ltd - India
- Metalloyd Limited - United Kingdom
- Alfred C Toepfer International GmbH - Germany
- Coal and Oil Company - UAE
- Ind-Barath Power Infra Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Borneo Indobara - Indonesia
- Trasteel International SA, Italy
- Georgia Ports Authority, United States
- Parry Sugars Refinery, India
- Thai Mozambique Logistica
- San Jose City I Power Corp, Philippines
- The Treasury - Australian Government
- Electricity Authority, New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Videocon Industries ltd - India
- Meenaskhi Energy Private Limited - India
- Petron Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Uttam Galva Steels Limited - India
- Ambuja Cements Ltd - India
- PNOC Exploration Corporation - Philippines
- Wood Mackenzie - Singapore
- Vizag Seaport Private Limited - India
- Eastern Coal Council - USA
- Cigading International Bulk Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- OPG Power Generation Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Africa Commodities Group - South Africa
- Tamil Nadu electricity Board
- Kepco SPC Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- New Zealand Coal & Carbon
- Kobexindo Tractors - Indoneisa
- Ministry of Finance - Indonesia
- Heidelberg Cement - Germany
- Rio Tinto Coal - Australia
- Asmin Koalindo Tuhup - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Indika Energy - Indonesia
- Commonwealth Bank - Australia
- Thiess Contractors Indonesia
- Jaiprakash Power Ventures ltd
- CIMB Investment Bank - Malaysia
- Sakthi Sugars Limited - India
- Sarangani Energy Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kideco Jaya Agung - Indonesia
- Parliament of New Zealand
- Mjunction Services Limited - India
- The University of Queensland
- Cement Manufacturers Association - India
- Bukit Makmur.PT - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Tata Chemicals Ltd - India
- TeaM Sual Corporation - Philippines
- Malabar Cements Ltd - India
- South Luzon Thermal Energy Corporation
- Price Waterhouse Coopers - Russia
- Kumho Petrochemical, South Korea
- SN Aboitiz Power Inc, Philippines
- Minerals Council of Australia
- Gujarat Electricity Regulatory Commission - India
- LBH Netherlands Bv - Netherlands
- GVK Power & Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- Therma Luzon, Inc, Philippines
- Baramulti Group, Indonesia
- Indian Energy Exchange, India
- Essar Steel Hazira Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Medco Energi Mining Internasional
- Romanian Commodities Exchange
- Makarim & Taira - Indonesia
- Sical Logistics Limited - India
- Central Electricity Authority - India
- ASAPP Information Group - India
- CNBM International Corporation - China
- Bayan Resources Tbk. - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- IEA Clean Coal Centre - UK
- Neyveli Lignite Corporation Ltd, - India
- Deloitte Consulting - India
- Pipit Mutiara Jaya. PT, Indonesia
- Intertek Mineral Services - Indonesia
- International Coal Ventures Pvt Ltd - India
- Australian Coal Association
- Vedanta Resources Plc - India
- Renaissance Capital - South Africa
- Bangladesh Power Developement Board
- Carbofer General Trading SA - India
- Samtan Co., Ltd - South Korea
- Leighton Contractors Pty Ltd - Australia
- Madhucon Powers Ltd - India
- Orica Australia Pty. Ltd.
- Iligan Light & Power Inc, Philippines
- Simpson Spence & Young - Indonesia
- Antam Resourcindo - Indonesia
- Sree Jayajothi Cements Limited - India
- Port Waratah Coal Services - Australia
- Economic Council, Georgia
- Holcim Trading Pte Ltd - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Orica Mining Services - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Straits Asia Resources Limited - Singapore
- Singapore Mercantile Exchange
- Energy Development Corp, Philippines
- MS Steel International - UAE
- Formosa Plastics Group - Taiwan
- Bharathi Cement Corporation - India
- Barasentosa Lestari - Indonesia
- White Energy Company Limited
- Jindal Steel & Power Ltd - India
- Bhatia International Limited - India
|
| |
| |
|
