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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, 04 November 21
FASTER DECARBONISATION: BACK TO BASICS FOR THE MINING INDUSTRY? - WOOD MACKENZIE
To the uninitiated, rugby is a technical and complicated game. As young schoolboys it was all a wee bit confusing and we invariably ended up on the ...
Wednesday, 03 November 21
CHINA TO LAUNCH NEW DATA MONITORING SYSTEM, TARGETING COAL MARKET SPECULATION, HOARDING - GLOBAL TIMES
China’s top economic planner announced on Sunday a new data system for supervising the implementation of medium- and long-term contracts of c ...
Wednesday, 03 November 21
CHINA’S STATE PLANNER SAYS COAL SUPPLY IMPROVING, PRICES STABILISING - REUTERS
China’s coal supply situation has seen significant improvement with joint efforts from coal producers, logistics and downstream users, while ...
Wednesday, 03 November 21
HIGHER COKING COAL PRICES TO PARE PROFITABILITY OF STEELMAKERS IN SECOND HALF OF FY22 - CRISIL RATINGS
The operating margin of primary steelmakers will reduce by a third to 24-26% in the second half of this fiscal versus the first half as input cost ...
Wednesday, 03 November 21
MARKET INSIGHT - INTERMODAL
November is here and soon the all time seasonal favorite “all I want or Christmas is you” by Mariah Carey will be played in radio stati ...
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- ASAPP Information Group - India
- White Energy Company Limited
- The Treasury - Australian Government
- Romanian Commodities Exchange
- Agrawal Coal Company - India
- Savvy Resources Ltd - HongKong
- Indika Energy - Indonesia
- Ministry of Mines - Canada
- Kepco SPC Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Petron Corporation, Philippines
- Siam City Cement - Thailand
- Directorate General of MIneral and Coal - Indonesia
- Vizag Seaport Private Limited - India
- New Zealand Coal & Carbon
- Directorate Of Revenue Intelligence - India
- Gujarat Mineral Development Corp Ltd - India
- Kaltim Prima Coal - Indonesia
- Energy Link Ltd, New Zealand
- Therma Luzon, Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- European Bulk Services B.V. - Netherlands
- ICICI Bank Limited - India
- Intertek Mineral Services - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Mjunction Services Limited - India
- Meralco Power Generation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Heidelberg Cement - Germany
- Asmin Koalindo Tuhup - Indonesia
- Coastal Gujarat Power Limited - India
- SMG Consultants - Indonesia
- Indogreen Group - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Metalloyd Limited - United Kingdom
- Planning Commission, India
- Kideco Jaya Agung - Indonesia
- Global Business Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Baramulti Group, Indonesia
- Miang Besar Coal Terminal - Indonesia
- Port Waratah Coal Services - Australia
- Mercator Lines Limited - India
- Australian Commodity Traders Exchange
- Bahari Cakrawala Sebuku - Indonesia
- Vedanta Resources Plc - India
- PetroVietnam Power Coal Import and Supply Company
- Singapore Mercantile Exchange
- Central Electricity Authority - India
- Formosa Plastics Group - Taiwan
- Independent Power Producers Association of India
- Sical Logistics Limited - India
- London Commodity Brokers - England
- Salva Resources Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kapuas Tunggal Persada - Indonesia
- Indo Tambangraya Megah - Indonesia
- Lanco Infratech Ltd - India
- Renaissance Capital - South Africa
- Indian Oil Corporation Limited
- Borneo Indobara - Indonesia
- Madhucon Powers Ltd - India
- GVK Power & Infra Limited - India
- Eastern Energy - Thailand
- South Luzon Thermal Energy Corporation
- MS Steel International - UAE
- Sinarmas Energy and Mining - Indonesia
- Grasim Industreis Ltd - India
- Straits Asia Resources Limited - Singapore
- Larsen & Toubro Limited - India
- Maheswari Brothers Coal Limited - India
- The University of Queensland
- Videocon Industries ltd - India
- Barasentosa Lestari - Indonesia
- Ambuja Cements Ltd - India
- Makarim & Taira - Indonesia
- India Bulls Power Limited - India
- Kobexindo Tractors - Indoneisa
- Jaiprakash Power Ventures ltd
- Oldendorff Carriers - Singapore
- GMR Energy Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Indian Energy Exchange, India
- Antam Resourcindo - Indonesia
- Interocean Group of Companies - India
- Banpu Public Company Limited - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Toyota Tsusho Corporation, Japan
- Rashtriya Ispat Nigam Limited - India
- OPG Power Generation Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Bhoruka Overseas - Indonesia
- Binh Thuan Hamico - Vietnam
- Globalindo Alam Lestari - Indonesia
- SN Aboitiz Power Inc, Philippines
- Central Java Power - Indonesia
- Gujarat Sidhee Cement - India
- Medco Energi Mining Internasional
- PNOC Exploration Corporation - Philippines
- Latin American Coal - Colombia
- Sarangani Energy Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Standard Chartered Bank - UAE
- Bulk Trading Sa - Switzerland
- Ministry of Transport, Egypt
- Carbofer General Trading SA - India
- Commonwealth Bank - Australia
- Wilmar Investment Holdings
- PTC India Limited - India
- Gujarat Electricity Regulatory Commission - India
- Bhushan Steel Limited - India
- Bayan Resources Tbk. - Indonesia
- Anglo American - United Kingdom
- Economic Council, Georgia
- Electricity Generating Authority of Thailand
- Kohat Cement Company Ltd. - Pakistan
- Thai Mozambique Logistica
- San Jose City I Power Corp, Philippines
- Eastern Coal Council - USA
- Timah Investasi Mineral - Indoneisa
- Samtan Co., Ltd - South Korea
- Essar Steel Hazira Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- TNB Fuel Sdn Bhd - Malaysia
- Marubeni Corporation - India
- Iligan Light & Power Inc, Philippines
- Mintek Dendrill Indonesia
- Rio Tinto Coal - Australia
- Parliament of New Zealand
- Africa Commodities Group - South Africa
- Billiton Holdings Pty Ltd - Australia
- McConnell Dowell - Australia
- Cement Manufacturers Association - India
- Price Waterhouse Coopers - Russia
- Jindal Steel & Power Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Merrill Lynch Commodities Europe
- Altura Mining Limited, Indonesia
- Bharathi Cement Corporation - India
- CIMB Investment Bank - Malaysia
- Alfred C Toepfer International GmbH - Germany
- International Coal Ventures Pvt Ltd - India
- Mercuria Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Riau Bara Harum - Indonesia
- Bangladesh Power Developement Board
- Thiess Contractors Indonesia
- SMC Global Power, Philippines
- Semirara Mining and Power Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Dalmia Cement Bharat India
- Semirara Mining Corp, Philippines
- Bukit Makmur.PT - Indonesia
- Meenaskhi Energy Private Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Kumho Petrochemical, South Korea
- Maharashtra Electricity Regulatory Commission - India
- Parry Sugars Refinery, India
- Kartika Selabumi Mining - Indonesia
- Sree Jayajothi Cements Limited - India
- Coalindo Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Georgia Ports Authority, United States
- Sojitz Corporation - Japan
- Trasteel International SA, Italy
- Orica Mining Services - Indonesia
- Pendopo Energi Batubara - Indonesia
- Malabar Cements Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Edison Trading Spa - Italy
- Tamil Nadu electricity Board
- Petrochimia International Co. Ltd.- Taiwan
- IHS Mccloskey Coal Group - USA
- Goldman Sachs - Singapore
- CNBM International Corporation - China
- Aboitiz Power Corporation - Philippines
- Sakthi Sugars Limited - India
- Bhatia International Limited - India
- Indonesian Coal Mining Association
- Uttam Galva Steels Limited - India
- Australian Coal Association
- Chamber of Mines of South Africa
- Global Green Power PLC Corporation, Philippines
- Deloitte Consulting - India
- Orica Australia Pty. Ltd.
- PowerSource Philippines DevCo
- Sindya Power Generating Company Private Ltd
- Leighton Contractors Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Attock Cement Pakistan Limited
- Coal and Oil Company - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Energy Development Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Star Paper Mills Limited - India
- Tata Chemicals Ltd - India
- Minerals Council of Australia
- Ind-Barath Power Infra Limited - India
- Posco Energy - South Korea
- Vijayanagar Sugar Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Siam City Cement PLC, Thailand
- The State Trading Corporation of India Ltd
- Aditya Birla Group - India
- Xindia Steels Limited - India
- Ministry of Finance - Indonesia
- Karaikal Port Pvt Ltd - India
- Wood Mackenzie - Singapore
- Electricity Authority, New Zealand
- VISA Power Limited - India
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