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, 10 February 22
EIA ANALYSIS CONSIDERS DIFFERENT OUTCOMES FOR COAL MARKETS IN INDIA AND SOUTHEAST ASIA
In our International Energy Outlook 2021 (IEO2021) Issues in Focus: Uncertainty in Coal Trade in India and Greater Southeast Asia, we analyze three ...
Wednesday, 09 February 22
OIL PRICES: "IT'S GOING TO BE VERY EASY" TO GET TO $100/BARREL, ANALYST SAYS - YAHOO FINANCE
Energy and oil prices have been on fire over the last six months — and expect them to go higher, says one analyst.
“For ...
Wednesday, 09 February 22
MARKET INSIGHT - INTERMODAL
Iron ore prices have jumped significantly in the week prior to the Chinese New Year with traders and producers stocking up on raw materials. China& ...
Wednesday, 09 February 22
FEBRUARY HBA HITS RECORD HIGH IN 2022 ON INDONESIA’S EXPORT BAN IN JANUARY, WORSEN SUPPLY, UKRAINE TENSIONS
COALspot.com: Indonesian Coal Price Reference for February in a steep climb from January 2022.
As expected in January the Indonesia ...
Wednesday, 09 February 22
CHINESE COAL MARKS BEST DAY IN 4 MONTHS ON TIGHT SUPPLY, HIGH DEMAND - REUTERS
China’s coal futures on Tuesday recorded their best session since Bejing’s mid-October intervention to cool runaway prices, aided by co ...
|
|
|
Showing 351 to 355 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Ministry of Finance - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Petron Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Kobexindo Tractors - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Bhoruka Overseas - Indonesia
- Indogreen Group - Indonesia
- Bukit Makmur.PT - Indonesia
- Sakthi Sugars Limited - India
- Simpson Spence & Young - Indonesia
- Xindia Steels Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Parliament of New Zealand
- Madhucon Powers Ltd - India
- India Bulls Power Limited - India
- Goldman Sachs - Singapore
- Tata Chemicals Ltd - India
- Vedanta Resources Plc - India
- Trasteel International SA, Italy
- Semirara Mining Corp, Philippines
- Dalmia Cement Bharat India
- Minerals Council of Australia
- Heidelberg Cement - Germany
- Meralco Power Generation, Philippines
- Vizag Seaport Private Limited - India
- Kepco SPC Power Corporation, Philippines
- Malabar Cements Ltd - India
- Indian Oil Corporation Limited
- GMR Energy Limited - India
- Straits Asia Resources Limited - Singapore
- Central Java Power - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SN Aboitiz Power Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Kartika Selabumi Mining - Indonesia
- Bangladesh Power Developement Board
- Sindya Power Generating Company Private Ltd
- IEA Clean Coal Centre - UK
- PTC India Limited - India
- Star Paper Mills Limited - India
- ICICI Bank Limited - India
- Cement Manufacturers Association - India
- Vijayanagar Sugar Pvt Ltd - India
- The University of Queensland
- GN Power Mariveles Coal Plant, Philippines
- Electricity Authority, New Zealand
- Planning Commission, India
- Billiton Holdings Pty Ltd - Australia
- Australian Commodity Traders Exchange
- Uttam Galva Steels Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Ind-Barath Power Infra Limited - India
- McConnell Dowell - Australia
- Gujarat Electricity Regulatory Commission - India
- PNOC Exploration Corporation - Philippines
- SMC Global Power, Philippines
- Miang Besar Coal Terminal - Indonesia
- Independent Power Producers Association of India
- Leighton Contractors Pty Ltd - Australia
- Therma Luzon, Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Attock Cement Pakistan Limited
- LBH Netherlands Bv - Netherlands
- Price Waterhouse Coopers - Russia
- Chamber of Mines of South Africa
- Power Finance Corporation Ltd., India
- Central Electricity Authority - India
- Anglo American - United Kingdom
- ASAPP Information Group - India
- Mercator Lines Limited - India
- Mintek Dendrill Indonesia
- Carbofer General Trading SA - India
- Wilmar Investment Holdings
- Cigading International Bulk Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Marubeni Corporation - India
- Energy Development Corp, Philippines
- Meenaskhi Energy Private Limited - India
- Larsen & Toubro Limited - India
- Africa Commodities Group - South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Formosa Plastics Group - Taiwan
- Riau Bara Harum - Indonesia
- PowerSource Philippines DevCo
- Borneo Indobara - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Timah Investasi Mineral - Indoneisa
- Ambuja Cements Ltd - India
- Global Business Power Corporation, Philippines
- Port Waratah Coal Services - Australia
- AsiaOL BioFuels Corp., Philippines
- Gujarat Mineral Development Corp Ltd - India
- Baramulti Group, Indonesia
- Sree Jayajothi Cements Limited - India
- Manunggal Multi Energi - Indonesia
- CIMB Investment Bank - Malaysia
- Aditya Birla Group - India
- Banpu Public Company Limited - Thailand
- Rio Tinto Coal - Australia
- Gujarat Sidhee Cement - India
- Indika Energy - Indonesia
- Renaissance Capital - South Africa
- Jindal Steel & Power Ltd - India
- London Commodity Brokers - England
- Commonwealth Bank - Australia
- Salva Resources Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Agrawal Coal Company - India
- San Jose City I Power Corp, Philippines
- Wood Mackenzie - Singapore
- Antam Resourcindo - Indonesia
- Lanco Infratech Ltd - India
- Medco Energi Mining Internasional
- Grasim Industreis Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maheswari Brothers Coal Limited - India
- Interocean Group of Companies - India
- Bhushan Steel Limited - India
- Energy Link Ltd, New Zealand
- Economic Council, Georgia
- Coalindo Energy - Indonesia
- Bhatia International Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Altura Mining Limited, Indonesia
- Karaikal Port Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Alfred C Toepfer International GmbH - Germany
- Barasentosa Lestari - Indonesia
- Jaiprakash Power Ventures ltd
- Siam City Cement - Thailand
- Ministry of Mines - Canada
- Mjunction Services Limited - India
- South Luzon Thermal Energy Corporation
- Bukit Baiduri Energy - Indonesia
- Indian Energy Exchange, India
- Bayan Resources Tbk. - Indonesia
- White Energy Company Limited
- Bulk Trading Sa - Switzerland
- Binh Thuan Hamico - Vietnam
- Global Green Power PLC Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indo Tambangraya Megah - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Global Coal Blending Company Limited - Australia
- Georgia Ports Authority, United States
- The Treasury - Australian Government
- IHS Mccloskey Coal Group - USA
- Posco Energy - South Korea
- Eastern Energy - Thailand
- Electricity Generating Authority of Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Transport, Egypt
- Kohat Cement Company Ltd. - Pakistan
- OPG Power Generation Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Directorate Of Revenue Intelligence - India
- Savvy Resources Ltd - HongKong
- Latin American Coal - Colombia
- TeaM Sual Corporation - Philippines
- Orica Mining Services - Indonesia
- MS Steel International - UAE
- Thai Mozambique Logistica
- Orica Australia Pty. Ltd.
- Coastal Gujarat Power Limited - India
- Tamil Nadu electricity Board
- Sojitz Corporation - Japan
- Sical Logistics Limited - India
- Coal and Oil Company - UAE
- Deloitte Consulting - India
- Kaltim Prima Coal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Globalindo Alam Lestari - Indonesia
- Samtan Co., Ltd - South Korea
- Intertek Mineral Services - Indonesia
- Romanian Commodities Exchange
- Parry Sugars Refinery, India
- Merrill Lynch Commodities Europe
- GVK Power & Infra Limited - India
- Eastern Coal Council - USA
- Videocon Industries ltd - India
- The State Trading Corporation of India Ltd
- Krishnapatnam Port Company Ltd. - India
- GAC Shipping (India) Pvt Ltd
- Edison Trading Spa - Italy
- Ceylon Electricity Board - Sri Lanka
- Singapore Mercantile Exchange
- Siam City Cement PLC, Thailand
- Petrochimia International Co. Ltd.- Taiwan
- New Zealand Coal & Carbon
- Standard Chartered Bank - UAE
- CNBM International Corporation - China
- Metalloyd Limited - United Kingdom
- Semirara Mining and Power Corporation, Philippines
- Indonesian Coal Mining Association
- VISA Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Bharathi Cement Corporation - India
- Australian Coal Association
- Essar Steel Hazira Ltd - India
- Aboitiz Power Corporation - Philippines
- Mercuria Energy - Indonesia
- Oldendorff Carriers - Singapore
- Makarim & Taira - Indonesia
- Pendopo Energi Batubara - Indonesia
- Kumho Petrochemical, South Korea
- Toyota Tsusho Corporation, Japan
- Thiess Contractors Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- SMG Consultants - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
|
| |
| |
|
