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.
|
|
Thursday, 30 January 20
CAPE: WITH CHINESE NEW YEAR TAKING PLACE, THE RATES ARE REACHING FURTHER DISAPPOINTING LEVELS - FEARNLEYS
Cape
With Chinese New Year taking place, the rates are reaching further disappointing levels. Present TC average is below USD 4,500, off 24% fr ...
Wednesday, 29 January 20
INDONESIA REMAINS AT THE TOP SPOT IN 2019 AS THE LARGEST SUPPLIER OF COAL TO INDIA WITH 91.3 MLN TONNES - BANCHERO COSTA
Despite repeated promises from India’s government to reduce the country’s coal imports and increase domestic self-reliance, volumes jus ...
Wednesday, 29 January 20
MARKET INSIGHT - INTERMODAL
Last week Libya’s oil production operations were disrupted as it was reported that local Libyan tribes interrupted output at the the El Feel ...
Tuesday, 28 January 20
INDONESIA - UNCERTAINTY OVER AVAILABILITY OF LSFO - THE STANDARD CLUB
The club has received reports that low sulphur fuel is not currently readily available in all Indonesian ports and that there are local shortages.
...
Sunday, 26 January 20
SUPRAMAX: THE ASIAN BASIN SAW A 56,000DWT SHIP FIXING DELIVERY SAMARINDA TRIP TO WEST COAST INDIA AT $4,750 - BALTIC BRIEFING
Capesize
The market endured heavy losses throughout the past week, with the Capesize 5TC dropping from $8,352 to $4,772. In the lead up to Chin ...
|
|
|
Showing 1166 to 1170 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Kohat Cement Company Ltd. - Pakistan
- White Energy Company Limited
- Manunggal Multi Energi - Indonesia
- SN Aboitiz Power Inc, Philippines
- Metalloyd Limited - United Kingdom
- IHS Mccloskey Coal Group - USA
- Asia Pacific Energy Resources Ventures Inc, Philippines
- CIMB Investment Bank - Malaysia
- Bayan Resources Tbk. - Indonesia
- Energy Link Ltd, New Zealand
- Indonesian Coal Mining Association
- Central Electricity Authority - India
- Standard Chartered Bank - UAE
- Petron Corporation, Philippines
- Vedanta Resources Plc - India
- GVK Power & Infra Limited - India
- Australian Commodity Traders Exchange
- Kideco Jaya Agung - Indonesia
- Altura Mining Limited, Indonesia
- Alfred C Toepfer International GmbH - Germany
- Romanian Commodities Exchange
- PTC India Limited - India
- Semirara Mining Corp, Philippines
- Wilmar Investment Holdings
- Karbindo Abesyapradhi - Indoneisa
- Bhoruka Overseas - Indonesia
- Bhushan Steel Limited - India
- Binh Thuan Hamico - Vietnam
- Uttam Galva Steels Limited - India
- Billiton Holdings Pty Ltd - Australia
- Salva Resources Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Sical Logistics Limited - India
- Simpson Spence & Young - Indonesia
- GAC Shipping (India) Pvt Ltd
- Trasteel International SA, Italy
- South Luzon Thermal Energy Corporation
- Indian Oil Corporation Limited
- Renaissance Capital - South Africa
- PowerSource Philippines DevCo
- Africa Commodities Group - South Africa
- Australian Coal Association
- Pendopo Energi Batubara - Indonesia
- Kartika Selabumi Mining - Indonesia
- Ministry of Finance - Indonesia
- Chettinad Cement Corporation Ltd - India
- Orica Mining Services - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Planning Commission, India
- Bukit Asam (Persero) Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- Antam Resourcindo - Indonesia
- Mercuria Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Commonwealth Bank - Australia
- Port Waratah Coal Services - Australia
- Edison Trading Spa - Italy
- Iligan Light & Power Inc, Philippines
- SMG Consultants - Indonesia
- Anglo American - United Kingdom
- Ministry of Mines - Canada
- MS Steel International - UAE
- The Treasury - Australian Government
- Holcim Trading Pte Ltd - Singapore
- Coalindo Energy - Indonesia
- Electricity Authority, New Zealand
- Rio Tinto Coal - Australia
- Global Business Power Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- PNOC Exploration Corporation - Philippines
- Coal and Oil Company - UAE
- Kumho Petrochemical, South Korea
- Cement Manufacturers Association - India
- Ministry of Transport, Egypt
- Tamil Nadu electricity Board
- Jorong Barutama Greston.PT - Indonesia
- Larsen & Toubro Limited - India
- Ceylon Electricity Board - Sri Lanka
- Star Paper Mills Limited - India
- Maheswari Brothers Coal Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Price Waterhouse Coopers - Russia
- Savvy Resources Ltd - HongKong
- Indian Energy Exchange, India
- Therma Luzon, Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Sakthi Sugars Limited - India
- Bharathi Cement Corporation - India
- Karaikal Port Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Eastern Energy - Thailand
- Oldendorff Carriers - Singapore
- Globalindo Alam Lestari - Indonesia
- McConnell Dowell - Australia
- Bhatia International Limited - India
- London Commodity Brokers - England
- Kepco SPC Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Baramulti Group, Indonesia
- Medco Energi Mining Internasional
- Dalmia Cement Bharat India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mjunction Services Limited - India
- Siam City Cement - Thailand
- Economic Council, Georgia
- Singapore Mercantile Exchange
- TNB Fuel Sdn Bhd - Malaysia
- Kalimantan Lumbung Energi - Indonesia
- Coastal Gujarat Power Limited - India
- Chamber of Mines of South Africa
- Independent Power Producers Association of India
- Offshore Bulk Terminal Pte Ltd, Singapore
- International Coal Ventures Pvt Ltd - India
- Bangladesh Power Developement Board
- Mintek Dendrill Indonesia
- Goldman Sachs - Singapore
- Carbofer General Trading SA - India
- Central Java Power - Indonesia
- Mercator Lines Limited - India
- Heidelberg Cement - Germany
- Marubeni Corporation - India
- Meenaskhi Energy Private Limited - India
- LBH Netherlands Bv - Netherlands
- Wood Mackenzie - Singapore
- PetroVietnam Power Coal Import and Supply Company
- The University of Queensland
- Global Coal Blending Company Limited - Australia
- Makarim & Taira - Indonesia
- Essar Steel Hazira Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Eastern Coal Council - USA
- Miang Besar Coal Terminal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Energy Development Corp, Philippines
- Kaltim Prima Coal - Indonesia
- Jindal Steel & Power Ltd - India
- GMR Energy Limited - India
- Indogreen Group - Indonesia
- Aboitiz Power Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Orica Australia Pty. Ltd.
- Kapuas Tunggal Persada - Indonesia
- Straits Asia Resources Limited - Singapore
- SMC Global Power, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Agrawal Coal Company - India
- Merrill Lynch Commodities Europe
- Jaiprakash Power Ventures ltd
- Latin American Coal - Colombia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Toyota Tsusho Corporation, Japan
- Vijayanagar Sugar Pvt Ltd - India
- Indika Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Kobexindo Tractors - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Sree Jayajothi Cements Limited - India
- Minerals Council of Australia
- Power Finance Corporation Ltd., India
- Borneo Indobara - Indonesia
- Aditya Birla Group - India
- India Bulls Power Limited - India
- Lanco Infratech Ltd - India
- Samtan Co., Ltd - South Korea
- Sinarmas Energy and Mining - Indonesia
- Parliament of New Zealand
- Posco Energy - South Korea
- AsiaOL BioFuels Corp., Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Directorate Of Revenue Intelligence - India
- OPG Power Generation Pvt Ltd - India
- VISA Power Limited - India
- Intertek Mineral Services - Indonesia
- European Bulk Services B.V. - Netherlands
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Makmur.PT - Indonesia
- IEA Clean Coal Centre - UK
- Xindia Steels Limited - India
- Leighton Contractors Pty Ltd - Australia
- ICICI Bank Limited - India
- Sarangani Energy Corporation, Philippines
- Tata Chemicals Ltd - India
- Attock Cement Pakistan Limited
- Bulk Trading Sa - Switzerland
- CNBM International Corporation - China
- Pipit Mutiara Jaya. PT, Indonesia
- New Zealand Coal & Carbon
- Formosa Plastics Group - Taiwan
- Ambuja Cements Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Gujarat Sidhee Cement - India
- Madhucon Powers Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Interocean Group of Companies - India
- Bukit Baiduri Energy - Indonesia
- Thiess Contractors Indonesia
- Meralco Power Generation, Philippines
- Deloitte Consulting - India
- Riau Bara Harum - Indonesia
- Indo Tambangraya Megah - Indonesia
- Ind-Barath Power Infra Limited - India
- Siam City Cement PLC, Thailand
- Malabar Cements Ltd - India
- Georgia Ports Authority, United States
- Thai Mozambique Logistica
- Vizag Seaport Private Limited - India
- Sojitz Corporation - Japan
- The State Trading Corporation of India Ltd
- ASAPP Information Group - India
- Parry Sugars Refinery, India
- TeaM Sual Corporation - Philippines
- Grasim Industreis Ltd - India
- Videocon Industries ltd - India
|
| |
| |
|
