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.
|
|
Thursday, 17 February 22
MAJOR INSTITUTIONS PROVIDED OVER $1.5 TRLN TO COAL SECTOR IN 2019-2021, SAYS NGO GROUP - REUTERS
Financial institutions channelled more than $1.5 trillion into the coal industry in loans and underwriting from January 2019 to November 2021, even ...
Thursday, 17 February 22
APAC THERMAL COAL PRICES TO EASE ON END OF INDONESIA EXPORT BAN - FITCH RATINGS
Fitch Ratings-Shanghai/Singapore-14 February 2022: APAC thermal coal prices are likely to come under pressure in the near term due to seasonally we ...
Tuesday, 15 February 22
IS ANOTHER COAL SHORTAGE CRISIS LOOMING OVER INDIA? - BUSINESS STANDARD
In December last year, the Federation of Indian Mineral Industries (FIMI) shot off a letter to the Prime Minister claiming that the coal crisis was ...
Tuesday, 15 February 22
THERMAL COAL'S RECORD PRICE RUN MAY END UP ITS OWN WORST ENEMY - REUTERS
The price of benchmark Australian thermal coal rose last week to trade near record highs, providing a short-term boost to producers but increasing ...
Thursday, 10 February 22
INDONESIA: COAL EXPORT BAN - SKULD
Indonesia's coal export ban in the light of force majeure and off-hire clauses
In January 2022, Indonesia, the world's biggest exporte ...
|
|
|
Showing 346 to 350 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Karaikal Port Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Pendopo Energi Batubara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- PTC India Limited - India
- Intertek Mineral Services - Indonesia
- Kepco SPC Power Corporation, Philippines
- Eastern Energy - Thailand
- South Luzon Thermal Energy Corporation
- Petrochimia International Co. Ltd.- Taiwan
- Chettinad Cement Corporation Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Energy Link Ltd, New Zealand
- Bukit Baiduri Energy - Indonesia
- The Treasury - Australian Government
- Minerals Council of Australia
- Gujarat Electricity Regulatory Commission - India
- Dalmia Cement Bharat India
- Bhoruka Overseas - Indonesia
- Vedanta Resources Plc - India
- Chamber of Mines of South Africa
- Riau Bara Harum - Indonesia
- Malabar Cements Ltd - India
- GMR Energy Limited - India
- Tamil Nadu electricity Board
- Coalindo Energy - Indonesia
- Meralco Power Generation, Philippines
- Metalloyd Limited - United Kingdom
- Orica Australia Pty. Ltd.
- Agrawal Coal Company - India
- Xindia Steels Limited - India
- SMC Global Power, Philippines
- Videocon Industries ltd - India
- Ind-Barath Power Infra Limited - India
- Sindya Power Generating Company Private Ltd
- Sical Logistics Limited - India
- Romanian Commodities Exchange
- Kideco Jaya Agung - Indonesia
- Kaltim Prima Coal - Indonesia
- ICICI Bank Limited - India
- Wood Mackenzie - Singapore
- Indika Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- Formosa Plastics Group - Taiwan
- Electricity Authority, New Zealand
- Anglo American - United Kingdom
- Aboitiz Power Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- Mintek Dendrill Indonesia
- Star Paper Mills Limited - India
- Tata Chemicals Ltd - India
- Power Finance Corporation Ltd., India
- Altura Mining Limited, Indonesia
- Bharathi Cement Corporation - India
- Orica Mining Services - Indonesia
- Cement Manufacturers Association - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bangladesh Power Developement Board
- Karbindo Abesyapradhi - Indoneisa
- Singapore Mercantile Exchange
- Independent Power Producers Association of India
- AsiaOL BioFuels Corp., Philippines
- OPG Power Generation Pvt Ltd - India
- Posco Energy - South Korea
- Coal and Oil Company - UAE
- Parliament of New Zealand
- Rio Tinto Coal - Australia
- CIMB Investment Bank - Malaysia
- New Zealand Coal & Carbon
- Maharashtra Electricity Regulatory Commission - India
- Globalindo Alam Lestari - Indonesia
- Barasentosa Lestari - Indonesia
- LBH Netherlands Bv - Netherlands
- Kalimantan Lumbung Energi - Indonesia
- Sree Jayajothi Cements Limited - India
- Salva Resources Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Toyota Tsusho Corporation, Japan
- Energy Development Corp, Philippines
- London Commodity Brokers - England
- Indo Tambangraya Megah - Indonesia
- Wilmar Investment Holdings
- Aditya Birla Group - India
- IHS Mccloskey Coal Group - USA
- PetroVietnam Power Coal Import and Supply Company
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Planning Commission, India
- Georgia Ports Authority, United States
- Rashtriya Ispat Nigam Limited - India
- Larsen & Toubro Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Makmur.PT - Indonesia
- VISA Power Limited - India
- Iligan Light & Power Inc, Philippines
- Eastern Coal Council - USA
- Ministry of Finance - Indonesia
- TeaM Sual Corporation - Philippines
- Straits Asia Resources Limited - Singapore
- Medco Energi Mining Internasional
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Uttam Galva Steels Limited - India
- Billiton Holdings Pty Ltd - Australia
- GVK Power & Infra Limited - India
- Sojitz Corporation - Japan
- Leighton Contractors Pty Ltd - Australia
- Ministry of Transport, Egypt
- Bukit Asam (Persero) Tbk - Indonesia
- Borneo Indobara - Indonesia
- Jindal Steel & Power Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Samtan Co., Ltd - South Korea
- Gujarat Sidhee Cement - India
- Miang Besar Coal Terminal - Indonesia
- Carbofer General Trading SA - India
- Central Java Power - Indonesia
- Kumho Petrochemical, South Korea
- Siam City Cement PLC, Thailand
- CNBM International Corporation - China
- International Coal Ventures Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Interocean Group of Companies - India
- Bhatia International Limited - India
- European Bulk Services B.V. - Netherlands
- Manunggal Multi Energi - Indonesia
- IEA Clean Coal Centre - UK
- Sinarmas Energy and Mining - Indonesia
- ASAPP Information Group - India
- Indonesian Coal Mining Association
- PNOC Exploration Corporation - Philippines
- Makarim & Taira - Indonesia
- India Bulls Power Limited - India
- Attock Cement Pakistan Limited
- Semirara Mining Corp, Philippines
- Indogreen Group - Indonesia
- Jaiprakash Power Ventures ltd
- Kohat Cement Company Ltd. - Pakistan
- Bayan Resources Tbk. - Indonesia
- Africa Commodities Group - South Africa
- Economic Council, Georgia
- Vizag Seaport Private Limited - India
- Banpu Public Company Limited - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Heidelberg Cement - Germany
- TNB Fuel Sdn Bhd - Malaysia
- Sakthi Sugars Limited - India
- Deloitte Consulting - India
- Cigading International Bulk Terminal - Indonesia
- Ambuja Cements Ltd - India
- Port Waratah Coal Services - Australia
- GN Power Mariveles Coal Plant, Philippines
- Marubeni Corporation - India
- Latin American Coal - Colombia
- Goldman Sachs - Singapore
- Indian Energy Exchange, India
- Thai Mozambique Logistica
- Therma Luzon, Inc, Philippines
- Renaissance Capital - South Africa
- Oldendorff Carriers - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Bhushan Steel Limited - India
- Indian Oil Corporation Limited
- PowerSource Philippines DevCo
- Alfred C Toepfer International GmbH - Germany
- Coastal Gujarat Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Commonwealth Bank - Australia
- Electricity Generating Authority of Thailand
- Sarangani Energy Corporation, Philippines
- SMG Consultants - Indonesia
- Mjunction Services Limited - India
- Ministry of Mines - Canada
- Neyveli Lignite Corporation Ltd, - India
- Essar Steel Hazira Ltd - India
- Savvy Resources Ltd - HongKong
- Merrill Lynch Commodities Europe
- White Energy Company Limited
- Global Green Power PLC Corporation, Philippines
- Price Waterhouse Coopers - Russia
- The State Trading Corporation of India Ltd
- Grasim Industreis Ltd - India
- Mercator Lines Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Madhucon Powers Ltd - India
- Petron Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Australian Coal Association
- Timah Investasi Mineral - Indoneisa
- Central Electricity Authority - India
- Global Business Power Corporation, Philippines
- McConnell Dowell - Australia
- Mercuria Energy - Indonesia
- Thiess Contractors Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Binh Thuan Hamico - Vietnam
- Lanco Infratech Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Australian Commodity Traders Exchange
- Meenaskhi Energy Private Limited - India
- Edison Trading Spa - Italy
- Standard Chartered Bank - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kobexindo Tractors - Indoneisa
- San Jose City I Power Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Baramulti Group, Indonesia
- MS Steel International - UAE
- Antam Resourcindo - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Bulk Trading Sa - Switzerland
- Parry Sugars Refinery, India
- Trasteel International SA, Italy
- Global Coal Blending Company Limited - Australia
- Maheswari Brothers Coal Limited - India
- The University of Queensland
- GAC Shipping (India) Pvt Ltd
- Siam City Cement - Thailand
|
| |
| |
|