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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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Friday, 14 February 20
KOWEPO INVITED BIDS FOR 1.275 MILLION TONS OF MIN. 5,600 NCV COAL
COALspot.com: Korea Western Power Co. Ltd (KOWEPO). as a representative of five Korean Gencos has issued an international tender for total 1,275,00 ...
Friday, 14 February 20
IS THE US COAL INDUSTRY COMPLETELY BURNED OUT? -FORBES
This is the fourth of a multi-part series on the state of the main sources of energy in the US and how they compare globally. The series will cover ...
Friday, 14 February 20
FITCH RTGS: GLOBAL PORTS VULNERABLE TO CORONAVIRUS - RELATED VOLUME DECLINES
Global ports will see reduced trade volumes as a result of the coronavirus, COVID-19, which would become more severe should Chinese production take ...
Thursday, 13 February 20
INDIA: MAJOR PORTS SHOW MUTED GROWTH IN CARGO AS THERMAL COAL VOLUME SLIDES 15% - BUSINESS STANDARD
A sharp slide of 15 per cent in thermal coal volumes weighed on the performance of major ports during the period of April-January of FY20. The majo ...
Wednesday, 12 February 20
REFINING SET FOR A CHALLENGING 2020 - WOOD MACKENZIE
Downstream isn’t the glamorous end of the oil business. And in Big Oil, it’s typically dwarfed by upstream. Yet having been forced to r ...
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- Ministry of Finance - Indonesia
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- PTC India Limited - India
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- GN Power Mariveles Coal Plant, Philippines
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- Gujarat Sidhee Cement - India
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- Commonwealth Bank - Australia
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- IEA Clean Coal Centre - UK
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- Sree Jayajothi Cements Limited - India
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- Planning Commission, India
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- Renaissance Capital - South Africa
- Wood Mackenzie - Singapore
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- Metalloyd Limited - United Kingdom
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- Semirara Mining and Power Corporation, Philippines
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- Mjunction Services Limited - India
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- Mintek Dendrill Indonesia
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- OPG Power Generation Pvt Ltd - India
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- Ministry of Mines - Canada
- Parry Sugars Refinery, India
- Bhoruka Overseas - Indonesia
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- VISA Power Limited - India
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- Australian Commodity Traders Exchange
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- Indo Tambangraya Megah - Indonesia
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- TNB Fuel Sdn Bhd - Malaysia
- Global Coal Blending Company Limited - Australia
- Attock Cement Pakistan Limited
- Tata Chemicals Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kohat Cement Company Ltd. - Pakistan
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- Merrill Lynch Commodities Europe
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Jaiprakash Power Ventures ltd
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- Asia Pacific Energy Resources Ventures Inc, Philippines
- Agrawal Coal Company - India
- ICICI Bank Limited - India
- Central Electricity Authority - India
- Uttam Galva Steels Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- The University of Queensland
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- Meralco Power Generation, Philippines
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- Coal and Oil Company - UAE
- Sarangani Energy Corporation, Philippines
- Vedanta Resources Plc - India
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- Toyota Tsusho Corporation, Japan
- GMR Energy Limited - India
- Formosa Plastics Group - Taiwan
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- Ministry of Transport, Egypt
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- Barasentosa Lestari - Indonesia
- Billiton Holdings Pty Ltd - Australia
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- Tamil Nadu electricity Board
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- IHS Mccloskey Coal Group - USA
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- Deloitte Consulting - India
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- Chettinad Cement Corporation Ltd - India
- Heidelberg Cement - Germany
- European Bulk Services B.V. - Netherlands
- Global Green Power PLC Corporation, Philippines
- Binh Thuan Hamico - Vietnam
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