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.
|
|
Wednesday, 24 November 21
WHY THIS MINING ANALYST IS UPBEAT ON THE IRON ORE PRICE FORECAST - MOTLEY FOOL
In many ways, 2021 can be called the year of the iron ore price. Much of the talk of the ASX town this year has revolved around this key economic m ...
Wednesday, 24 November 21
PRICE OF CHINA’S COAL FUTURE DROPS BY 60% AS NATIONWIDE DAILY OUTPUT REACHES OVER 12 MILLION TONS: NDRC - GLOBAL TIMES
China’s daily coal output has now stabilized after reaching over 12 million tons and the price of coal futures has declined to 800 yuan ($125 ...
Friday, 19 November 21
CHINA: COAL SUPPLIES TO STABILIZE FOR COMING COLD SEASON
China is capable of ensuring stable coal supplies this winter and next spring with the increase in coal production and the rising stockpiles at pow ...
Wednesday, 17 November 21
MARKET INSIGHT - INTERMODAL
It has been another declining week for the dry bulk market and evidently, we are seeing asset values gradually losing momentum as well. Following a ...
Tuesday, 16 November 21
EARNINGS RECOVERY IN INDONESIAN COAL TO CONTINUE THROUGH 2021, BUT SLOW IN 2022 - FITCH RATINGS
The recovery in the operating and financial performance of Indonesian coal miners and coal contractors is likely to slow in 2022, but coal prices s ...
|
|
|
Showing 406 to 410 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Altura Mining Limited, Indonesia
- Manunggal Multi Energi - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Ministry of Mines - Canada
- Directorate General of MIneral and Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Commonwealth Bank - Australia
- Vizag Seaport Private Limited - India
- Indika Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Sakthi Sugars Limited - India
- Mercator Lines Limited - India
- Ambuja Cements Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Petron Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- McConnell Dowell - Australia
- Standard Chartered Bank - UAE
- Heidelberg Cement - Germany
- Antam Resourcindo - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- CNBM International Corporation - China
- Iligan Light & Power Inc, Philippines
- Singapore Mercantile Exchange
- Marubeni Corporation - India
- Georgia Ports Authority, United States
- Global Green Power PLC Corporation, Philippines
- PTC India Limited - India
- Thiess Contractors Indonesia
- Xindia Steels Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- India Bulls Power Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Madhucon Powers Ltd - India
- Medco Energi Mining Internasional
- Australian Commodity Traders Exchange
- Semirara Mining and Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Merrill Lynch Commodities Europe
- Chettinad Cement Corporation Ltd - India
- Essar Steel Hazira Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Vedanta Resources Plc - India
- PNOC Exploration Corporation - Philippines
- Miang Besar Coal Terminal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- The University of Queensland
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Grasim Industreis Ltd - India
- Minerals Council of Australia
- Renaissance Capital - South Africa
- Electricity Generating Authority of Thailand
- Wilmar Investment Holdings
- PetroVietnam Power Coal Import and Supply Company
- Electricity Authority, New Zealand
- Indian Oil Corporation Limited
- Sical Logistics Limited - India
- Lanco Infratech Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Cement Manufacturers Association - India
- Sarangani Energy Corporation, Philippines
- Siam City Cement - Thailand
- Orica Mining Services - Indonesia
- Ministry of Transport, Egypt
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Energy Development Corp, Philippines
- Trasteel International SA, Italy
- Riau Bara Harum - Indonesia
- Star Paper Mills Limited - India
- Bhoruka Overseas - Indonesia
- Goldman Sachs - Singapore
- Bhushan Steel Limited - India
- Carbofer General Trading SA - India
- Toyota Tsusho Corporation, Japan
- Borneo Indobara - Indonesia
- Barasentosa Lestari - Indonesia
- Samtan Co., Ltd - South Korea
- Aboitiz Power Corporation - Philippines
- Sojitz Corporation - Japan
- International Coal Ventures Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- White Energy Company Limited
- Eastern Coal Council - USA
- Aditya Birla Group - India
- IEA Clean Coal Centre - UK
- IHS Mccloskey Coal Group - USA
- Parliament of New Zealand
- Videocon Industries ltd - India
- Salva Resources Pvt Ltd - India
- PowerSource Philippines DevCo
- Romanian Commodities Exchange
- Bukit Baiduri Energy - Indonesia
- Coal and Oil Company - UAE
- Eastern Energy - Thailand
- Planning Commission, India
- Bukit Makmur.PT - Indonesia
- Gujarat Sidhee Cement - India
- San Jose City I Power Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Sree Jayajothi Cements Limited - India
- VISA Power Limited - India
- Ind-Barath Power Infra Limited - India
- Economic Council, Georgia
- Australian Coal Association
- ICICI Bank Limited - India
- Wood Mackenzie - Singapore
- Global Business Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Simpson Spence & Young - Indonesia
- Bharathi Cement Corporation - India
- Tamil Nadu electricity Board
- Globalindo Alam Lestari - Indonesia
- Karaikal Port Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- South Luzon Thermal Energy Corporation
- Mintek Dendrill Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- The State Trading Corporation of India Ltd
- Bulk Trading Sa - Switzerland
- The Treasury - Australian Government
- Krishnapatnam Port Company Ltd. - India
- Jindal Steel & Power Ltd - India
- Kepco SPC Power Corporation, Philippines
- Attock Cement Pakistan Limited
- Coastal Gujarat Power Limited - India
- SMG Consultants - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Africa Commodities Group - South Africa
- Directorate Of Revenue Intelligence - India
- Coalindo Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement PLC, Thailand
- Leighton Contractors Pty Ltd - Australia
- Formosa Plastics Group - Taiwan
- Gujarat Electricity Regulatory Commission - India
- Makarim & Taira - Indonesia
- Bangladesh Power Developement Board
- SMC Global Power, Philippines
- Binh Thuan Hamico - Vietnam
- European Bulk Services B.V. - Netherlands
- Vijayanagar Sugar Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Indonesian Coal Mining Association
- Kaltim Prima Coal - Indonesia
- Baramulti Group, Indonesia
- Posco Energy - South Korea
- Kalimantan Lumbung Energi - Indonesia
- CIMB Investment Bank - Malaysia
- Jorong Barutama Greston.PT - Indonesia
- LBH Netherlands Bv - Netherlands
- Anglo American - United Kingdom
- OPG Power Generation Pvt Ltd - India
- Chamber of Mines of South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meenaskhi Energy Private Limited - India
- AsiaOL BioFuels Corp., Philippines
- Intertek Mineral Services - Indonesia
- Kobexindo Tractors - Indoneisa
- New Zealand Coal & Carbon
- Petrochimia International Co. Ltd.- Taiwan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GVK Power & Infra Limited - India
- Price Waterhouse Coopers - Russia
- Savvy Resources Ltd - HongKong
- Bhatia International Limited - India
- Agrawal Coal Company - India
- Global Coal Blending Company Limited - Australia
- Semirara Mining Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- Independent Power Producers Association of India
- Rio Tinto Coal - Australia
- Power Finance Corporation Ltd., India
- Billiton Holdings Pty Ltd - Australia
- Deloitte Consulting - India
- Thai Mozambique Logistica
- Central Java Power - Indonesia
- TeaM Sual Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- Tata Chemicals Ltd - India
- Latin American Coal - Colombia
- Indogreen Group - Indonesia
- Parry Sugars Refinery, India
- Central Electricity Authority - India
- Oldendorff Carriers - Singapore
- ASAPP Information Group - India
- TNB Fuel Sdn Bhd - Malaysia
- Port Waratah Coal Services - Australia
- Orica Australia Pty. Ltd.
- Dalmia Cement Bharat India
- Energy Link Ltd, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mercuria Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Larsen & Toubro Limited - India
- Banpu Public Company Limited - Thailand
- Interocean Group of Companies - India
- Meralco Power Generation, Philippines
- Kideco Jaya Agung - Indonesia
- MS Steel International - UAE
- Malabar Cements Ltd - India
- Edison Trading Spa - Italy
- Sindya Power Generating Company Private Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Kumho Petrochemical, South Korea
- Jaiprakash Power Ventures ltd
- Mjunction Services Limited - India
- Ministry of Finance - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Maharashtra Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- Bayan Resources Tbk. - Indonesia
- GMR Energy Limited - India
- Indian Energy Exchange, India
- London Commodity Brokers - England
|
| |
| |
|
