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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, 27 January 22
2022 - A YEAR OF REBALANCING FOR METALS AND MINING - WOOD MACKENZIE
If 2021 was the year of rebound for metals and mining (M&M) commodities, then 2022 is shaping as the year of rebalance, says Wood Mackenzie, a ...
Wednesday, 26 January 22
MARKET INSIGHT - INTERMODAL
While it is logical that most of the S&P reports of the first weeks of the year are linked to very limited activity as reflected in the weekly ...
Wednesday, 26 January 22
INDONESIA: DME PROJECT IS ECONOMICALLY VIABLE AS STUDY DEMONSTRATES
The government is encouraging downstream coal processing or increase in coal added value, for example by turning coal into Dimethyl Ether (DME) to ...
Wednesday, 26 January 22
COMMODITY PRICES COULD SOAR IF THE RUSSIA-UKRAINE CRISIS ESCALATES - ING
It appears that a number of commodity markets are starting to at least price in some geopolitical risk around the growing tension between Russia an ...
Wednesday, 26 January 22
INDONESIA'S COAL BAN SENDS PRICES SOARING, OTHER EXPORTERS FAIL TO STEP UP - REUTERS
Indonesia’s short-lived ban on exporting coal has sent ructions through the seaborne market for the fuel in Asia, with the fallout likely to ...
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- Bhoruka Overseas - Indonesia
- Medco Energi Mining Internasional
- Madhucon Powers Ltd - India
- Sindya Power Generating Company Private Ltd
- Kartika Selabumi Mining - Indonesia
- Metalloyd Limited - United Kingdom
- The Treasury - Australian Government
- Thiess Contractors Indonesia
- Banpu Public Company Limited - Thailand
- CIMB Investment Bank - Malaysia
- Antam Resourcindo - Indonesia
- Simpson Spence & Young - Indonesia
- Bhushan Steel Limited - India
- Malabar Cements Ltd - India
- Bharathi Cement Corporation - India
- Lanco Infratech Ltd - India
- Krishnapatnam Port Company Ltd. - India
- International Coal Ventures Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- The State Trading Corporation of India Ltd
- Holcim Trading Pte Ltd - Singapore
- Coal and Oil Company - UAE
- Edison Trading Spa - Italy
- Power Finance Corporation Ltd., India
- Parry Sugars Refinery, India
- Therma Luzon, Inc, Philippines
- Rio Tinto Coal - Australia
- Indian Energy Exchange, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- CNBM International Corporation - China
- Kepco SPC Power Corporation, Philippines
- Barasentosa Lestari - Indonesia
- TeaM Sual Corporation - Philippines
- Ministry of Finance - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Aboitiz Power Corporation - Philippines
- Thai Mozambique Logistica
- Xindia Steels Limited - India
- Central Java Power - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Chettinad Cement Corporation Ltd - India
- Larsen & Toubro Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jorong Barutama Greston.PT - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Star Paper Mills Limited - India
- Electricity Authority, New Zealand
- VISA Power Limited - India
- Indonesian Coal Mining Association
- Eastern Energy - Thailand
- Directorate Of Revenue Intelligence - India
- TNB Fuel Sdn Bhd - Malaysia
- Energy Development Corp, Philippines
- Indogreen Group - Indonesia
- Manunggal Multi Energi - Indonesia
- OPG Power Generation Pvt Ltd - India
- PowerSource Philippines DevCo
- Vizag Seaport Private Limited - India
- Karaikal Port Pvt Ltd - India
- McConnell Dowell - Australia
- Singapore Mercantile Exchange
- Miang Besar Coal Terminal - Indonesia
- New Zealand Coal & Carbon
- Salva Resources Pvt Ltd - India
- Indian Oil Corporation Limited
- Georgia Ports Authority, United States
- Ambuja Cements Ltd - India
- Videocon Industries ltd - India
- SMC Global Power, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- India Bulls Power Limited - India
- The University of Queensland
- Coalindo Energy - Indonesia
- Dalmia Cement Bharat India
- Iligan Light & Power Inc, Philippines
- Planning Commission, India
- Directorate General of MIneral and Coal - Indonesia
- Siam City Cement - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Petron Corporation, Philippines
- Anglo American - United Kingdom
- Interocean Group of Companies - India
- Tamil Nadu electricity Board
- Bukit Baiduri Energy - Indonesia
- Port Waratah Coal Services - Australia
- Baramulti Group, Indonesia
- SN Aboitiz Power Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Kalimantan Lumbung Energi - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sical Logistics Limited - India
- Siam City Cement PLC, Thailand
- Independent Power Producers Association of India
- Jindal Steel & Power Ltd - India
- Orica Mining Services - Indonesia
- Ministry of Mines - Canada
- Australian Commodity Traders Exchange
- Sinarmas Energy and Mining - Indonesia
- Formosa Plastics Group - Taiwan
- Commonwealth Bank - Australia
- Carbofer General Trading SA - India
- Semirara Mining Corp, Philippines
- Energy Link Ltd, New Zealand
- Gujarat Sidhee Cement - India
- Grasim Industreis Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Mercuria Energy - Indonesia
- Borneo Indobara - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Mercator Lines Limited - India
- Uttam Galva Steels Limited - India
- ICICI Bank Limited - India
- Agrawal Coal Company - India
- Riau Bara Harum - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kideco Jaya Agung - Indonesia
- Romanian Commodities Exchange
- Oldendorff Carriers - Singapore
- Price Waterhouse Coopers - Russia
- San Jose City I Power Corp, Philippines
- Meenaskhi Energy Private Limited - India
- European Bulk Services B.V. - Netherlands
- Central Electricity Authority - India
- Samtan Co., Ltd - South Korea
- Posco Energy - South Korea
- Gujarat Mineral Development Corp Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Bayan Resources Tbk. - Indonesia
- Kobexindo Tractors - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Ind-Barath Power Infra Limited - India
- Indika Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Orica Australia Pty. Ltd.
- Bhatia International Limited - India
- PTC India Limited - India
- Sarangani Energy Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Chamber of Mines of South Africa
- London Commodity Brokers - England
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Standard Chartered Bank - UAE
- Bahari Cakrawala Sebuku - Indonesia
- Indo Tambangraya Megah - Indonesia
- Makarim & Taira - Indonesia
- Eastern Coal Council - USA
- Cement Manufacturers Association - India
- Trasteel International SA, Italy
- Globalindo Alam Lestari - Indonesia
- GMR Energy Limited - India
- Intertek Mineral Services - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Meralco Power Generation, Philippines
- Sojitz Corporation - Japan
- Bulk Trading Sa - Switzerland
- AsiaOL BioFuels Corp., Philippines
- Kapuas Tunggal Persada - Indonesia
- Aditya Birla Group - India
- Bukit Asam (Persero) Tbk - Indonesia
- Australian Coal Association
- Kumho Petrochemical, South Korea
- Africa Commodities Group - South Africa
- Marubeni Corporation - India
- LBH Netherlands Bv - Netherlands
- Vedanta Resources Plc - India
- MS Steel International - UAE
- Rashtriya Ispat Nigam Limited - India
- Bukit Makmur.PT - Indonesia
- Maheswari Brothers Coal Limited - India
- Minerals Council of Australia
- PNOC Exploration Corporation - Philippines
- Ministry of Transport, Egypt
- Kaltim Prima Coal - Indonesia
- Essar Steel Hazira Ltd - India
- GVK Power & Infra Limited - India
- Economic Council, Georgia
- Coastal Gujarat Power Limited - India
- Wilmar Investment Holdings
- Pendopo Energi Batubara - Indonesia
- Parliament of New Zealand
- Renaissance Capital - South Africa
- Mjunction Services Limited - India
- White Energy Company Limited
- Tata Chemicals Ltd - India
- Savvy Resources Ltd - HongKong
- Wood Mackenzie - Singapore
- Attock Cement Pakistan Limited
- Timah Investasi Mineral - Indoneisa
- IEA Clean Coal Centre - UK
- Altura Mining Limited, Indonesia
- Electricity Generating Authority of Thailand
- Toyota Tsusho Corporation, Japan
- Deloitte Consulting - India
- Latin American Coal - Colombia
- PetroVietnam Power Coal Import and Supply Company
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sakthi Sugars Limited - India
- Gujarat Electricity Regulatory Commission - India
- IHS Mccloskey Coal Group - USA
- Goldman Sachs - Singapore
- Merrill Lynch Commodities Europe
- Global Business Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Jaiprakash Power Ventures ltd
- Asmin Koalindo Tuhup - Indonesia
- Mintek Dendrill Indonesia
- Ceylon Electricity Board - Sri Lanka
- SMG Consultants - Indonesia
- Global Coal Blending Company Limited - Australia
- ASAPP Information Group - India
- Neyveli Lignite Corporation Ltd, - India
- Bangladesh Power Developement Board
- South Luzon Thermal Energy Corporation
- Heidelberg Cement - Germany
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