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.
|
|
Saturday, 01 February 20
COAL IS NOT GOING ANYWHERE - MINING REVIEW
The coal sector is living under the constant threat of being blamed by environmentalists as being responsible for a world disaster called global wa ...
Saturday, 01 February 20
CIL PRODUCTION TO NOT EXCEED 640 MILLION TON IN FY20: OFFICIAL - PTI
Hit by disruptions due to a prolonged monsoon, mining major Coal India Ltd’s production in the current fiscal will not exceed 640 million ton ...
Saturday, 01 February 20
WHO PAYS FOR IMO 2020? - FREIGHT WAVES
The United Nations’ International Maritime Organization (IMO) implemented its low-sulfur fuel mandate on January 1, 2020. Full enforcement be ...
Friday, 31 January 20
EIA EXPECTS U.S. ELECTRICITY GENERATION FROM RENEWABLES TO SOON SURPASS NUCLEAR AND COAL
In the latest long-term projections, the U.S Energy Information Administration (EIA) projects electricity generation from renewable sources such as ...
Thursday, 30 January 20
PRIVATE SECTOR COMPANIES SEEK 'LEVEL PLAYING FIELD' FOR COAL BLOCK AUCTION - PTI
Private sector companies scouting opportunities for commercial coal mining in the country are seeking a “level playing field” to encour ...
|
|
|
Showing 1161 to 1165 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Indo Tambangraya Megah - Indonesia
- Lanco Infratech Ltd - India
- Minerals Council of Australia
- Bahari Cakrawala Sebuku - Indonesia
- CNBM International Corporation - China
- Anglo American - United Kingdom
- Leighton Contractors Pty Ltd - Australia
- Edison Trading Spa - Italy
- Electricity Generating Authority of Thailand
- Central Java Power - Indonesia
- Bharathi Cement Corporation - India
- Bhoruka Overseas - Indonesia
- Energy Link Ltd, New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Siam City Cement - Thailand
- Parliament of New Zealand
- Power Finance Corporation Ltd., India
- The University of Queensland
- Global Green Power PLC Corporation, Philippines
- Riau Bara Harum - Indonesia
- Australian Coal Association
- Straits Asia Resources Limited - Singapore
- Goldman Sachs - Singapore
- The State Trading Corporation of India Ltd
- Grasim Industreis Ltd - India
- Indogreen Group - Indonesia
- PTC India Limited - India
- Bukit Baiduri Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Sinarmas Energy and Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Agrawal Coal Company - India
- Australian Commodity Traders Exchange
- Barasentosa Lestari - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Carbofer General Trading SA - India
- Renaissance Capital - South Africa
- White Energy Company Limited
- Latin American Coal - Colombia
- International Coal Ventures Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Oldendorff Carriers - Singapore
- Orica Australia Pty. Ltd.
- TeaM Sual Corporation - Philippines
- New Zealand Coal & Carbon
- Altura Mining Limited, Indonesia
- Manunggal Multi Energi - Indonesia
- Heidelberg Cement - Germany
- Sindya Power Generating Company Private Ltd
- Kepco SPC Power Corporation, Philippines
- MS Steel International - UAE
- Metalloyd Limited - United Kingdom
- Price Waterhouse Coopers - Russia
- Star Paper Mills Limited - India
- Global Business Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- Kideco Jaya Agung - Indonesia
- Petron Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- San Jose City I Power Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Sakthi Sugars Limited - India
- Jaiprakash Power Ventures ltd
- Samtan Co., Ltd - South Korea
- Orica Mining Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Coal and Oil Company - UAE
- Baramulti Group, Indonesia
- GAC Shipping (India) Pvt Ltd
- Intertek Mineral Services - Indonesia
- Kumho Petrochemical, South Korea
- SMC Global Power, Philippines
- Toyota Tsusho Corporation, Japan
- Kartika Selabumi Mining - Indonesia
- Siam City Cement PLC, Thailand
- PowerSource Philippines DevCo
- Therma Luzon, Inc, Philippines
- South Luzon Thermal Energy Corporation
- Sical Logistics Limited - India
- IHS Mccloskey Coal Group - USA
- Sarangani Energy Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Deloitte Consulting - India
- Kalimantan Lumbung Energi - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Eastern Energy - Thailand
- Uttam Galva Steels Limited - India
- GVK Power & Infra Limited - India
- Meenaskhi Energy Private Limited - India
- Wood Mackenzie - Singapore
- Thai Mozambique Logistica
- India Bulls Power Limited - India
- Independent Power Producers Association of India
- McConnell Dowell - Australia
- Ministry of Finance - Indonesia
- Karaikal Port Pvt Ltd - India
- Malabar Cements Ltd - India
- Makarim & Taira - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Gujarat Electricity Regulatory Commission - India
- Jindal Steel & Power Ltd - India
- Directorate Of Revenue Intelligence - India
- Kohat Cement Company Ltd. - Pakistan
- Bulk Trading Sa - Switzerland
- Larsen & Toubro Limited - India
- LBH Netherlands Bv - Netherlands
- GMR Energy Limited - India
- Kobexindo Tractors - Indoneisa
- Timah Investasi Mineral - Indoneisa
- Semirara Mining Corp, Philippines
- IEA Clean Coal Centre - UK
- Vizag Seaport Private Limited - India
- Ministry of Transport, Egypt
- Petrochimia International Co. Ltd.- Taiwan
- Indian Energy Exchange, India
- Electricity Authority, New Zealand
- Asmin Koalindo Tuhup - Indonesia
- Simpson Spence & Young - Indonesia
- Ministry of Mines - Canada
- Attock Cement Pakistan Limited
- Neyveli Lignite Corporation Ltd, - India
- Mercator Lines Limited - India
- Directorate General of MIneral and Coal - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- London Commodity Brokers - England
- Chettinad Cement Corporation Ltd - India
- Dalmia Cement Bharat India
- Energy Development Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Iligan Light & Power Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Vedanta Resources Plc - India
- Salva Resources Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Banpu Public Company Limited - Thailand
- Antam Resourcindo - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Mjunction Services Limited - India
- Posco Energy - South Korea
- VISA Power Limited - India
- Bukit Makmur.PT - Indonesia
- SN Aboitiz Power Inc, Philippines
- Indika Energy - Indonesia
- Romanian Commodities Exchange
- Mintek Dendrill Indonesia
- Meralco Power Generation, Philippines
- Medco Energi Mining Internasional
- Madhucon Powers Ltd - India
- Port Waratah Coal Services - Australia
- SMG Consultants - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Sree Jayajothi Cements Limited - India
- Wilmar Investment Holdings
- Standard Chartered Bank - UAE
- Ind-Barath Power Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- The Treasury - Australian Government
- Trasteel International SA, Italy
- ICICI Bank Limited - India
- Parry Sugars Refinery, India
- Coalindo Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Savvy Resources Ltd - HongKong
- Essar Steel Hazira Ltd - India
- Sojitz Corporation - Japan
- PetroVietnam Power Coal Import and Supply Company
- Chamber of Mines of South Africa
- Interocean Group of Companies - India
- Bhushan Steel Limited - India
- Cement Manufacturers Association - India
- Bayan Resources Tbk. - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mercuria Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Georgia Ports Authority, United States
- Bangladesh Power Developement Board
- ASAPP Information Group - India
- Holcim Trading Pte Ltd - Singapore
- Globalindo Alam Lestari - Indonesia
- Tata Chemicals Ltd - India
- Indonesian Coal Mining Association
- European Bulk Services B.V. - Netherlands
- Planning Commission, India
- Xindia Steels Limited - India
- Aditya Birla Group - India
- Krishnapatnam Port Company Ltd. - India
- Central Electricity Authority - India
- Tamil Nadu electricity Board
- Bhatia International Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ambuja Cements Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- CIMB Investment Bank - Malaysia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Borneo Indobara - Indonesia
- Formosa Plastics Group - Taiwan
- Jorong Barutama Greston.PT - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Videocon Industries ltd - India
- Indian Oil Corporation Limited
- Pendopo Energi Batubara - Indonesia
- Global Coal Blending Company Limited - Australia
- Marubeni Corporation - India
- Economic Council, Georgia
- Coastal Gujarat Power Limited - India
- Africa Commodities Group - South Africa
- OPG Power Generation Pvt Ltd - India
- Singapore Mercantile Exchange
- Binh Thuan Hamico - Vietnam
- Ceylon Electricity Board - Sri Lanka
- Thiess Contractors Indonesia
- Gujarat Sidhee Cement - India
- Eastern Coal Council - USA
- Rio Tinto Coal - Australia
- Commonwealth Bank - Australia
|
| |
| |
|
