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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, 23 January 20
COAL-BASED ELECTRICITY GENERATION SURGES 95% IN 2019 - PROFIT PAKISTAN TODAY
Coal-based power generation jumped 94.5 percent to 2,030 Gigawatt hours (GWh) in the year to November 2019, taking its share in the country’s ...
Wednesday, 22 January 20
INDIA: COAL PRODUCTION FROM CAPTIVE MINES RAISES 24% OUTPUT IN APRIL TO DECEMBER - FINANCIAL EXPRESS
Coal production from captive mines in the first nine months of the ongoing financial year was up 24% year-on-year (y-o-y) at 40.93 million tonne (M ...
Wednesday, 22 January 20
SHIPPING MARKET INSIGHT - INTERMODAL
It seems that we are finally seeing whitish smoke as far as the trade feud between the US and China is concerned, while following this much anticip ...
Tuesday, 21 January 20
IRON ORE - 5 THINGS TO WATCH IN 2020 - WOOD MACKENZIE
Wood Mackenzie identifies five trends that will impact the iron ore industry.
Slower demand growth (especially in China) and a decen ...
Tuesday, 21 January 20
ASIA'S APPETITE FOR COAL GROWS, WITH CHINA THE KEY DECIDER - NIKKEI
Although renewable power generation is expected to rise significantly in Asia, India’s vast electricity needs will still underpin global dema ...
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- Ministry of Transport, Egypt
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- Agrawal Coal Company - India
- Rashtriya Ispat Nigam Limited - India
- Renaissance Capital - South Africa
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- CNBM International Corporation - China
- Bhatia International Limited - India
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- Bukit Makmur.PT - Indonesia
- GMR Energy Limited - India
- Planning Commission, India
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- Indonesian Coal Mining Association
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- PNOC Exploration Corporation - Philippines
- Wilmar Investment Holdings
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- Chettinad Cement Corporation Ltd - India
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- Siam City Cement PLC, Thailand
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- Bahari Cakrawala Sebuku - Indonesia
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- Kobexindo Tractors - Indoneisa
- PTC India Limited - India
- Chamber of Mines of South Africa
- Attock Cement Pakistan Limited
- Ambuja Cements Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coal and Oil Company - UAE
- Miang Besar Coal Terminal - Indonesia
- Central Electricity Authority - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PowerSource Philippines DevCo
- Eastern Coal Council - USA
- SN Aboitiz Power Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Gujarat Sidhee Cement - India
- Asmin Koalindo Tuhup - Indonesia
- Deloitte Consulting - India
- Samtan Co., Ltd - South Korea
- Wood Mackenzie - Singapore
- Commonwealth Bank - Australia
- Maharashtra Electricity Regulatory Commission - India
- Bayan Resources Tbk. - Indonesia
- TeaM Sual Corporation - Philippines
- Tamil Nadu electricity Board
- Global Coal Blending Company Limited - Australia
- Electricity Generating Authority of Thailand
- PetroVietnam Power Coal Import and Supply Company
- Semirara Mining Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Borneo Indobara - Indonesia
- Straits Asia Resources Limited - Singapore
- Indika Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Manunggal Multi Energi - Indonesia
- Medco Energi Mining Internasional
- Australian Commodity Traders Exchange
- Krishnapatnam Port Company Ltd. - India
- Uttam Galva Steels Limited - India
- Siam City Cement - Thailand
- Aboitiz Power Corporation - Philippines
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- Energy Development Corp, Philippines
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- Antam Resourcindo - Indonesia
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- White Energy Company Limited
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- Bulk Trading Sa - Switzerland
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- Energy Link Ltd, New Zealand
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- Sojitz Corporation - Japan
- Edison Trading Spa - Italy
- Altura Mining Limited, Indonesia
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- Georgia Ports Authority, United States
- Mercuria Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Essar Steel Hazira Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Sical Logistics Limited - India
- Price Waterhouse Coopers - Russia
- South Luzon Thermal Energy Corporation
- Global Business Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Barasentosa Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Directorate Of Revenue Intelligence - India
- Holcim Trading Pte Ltd - Singapore
- Singapore Mercantile Exchange
- Jaiprakash Power Ventures ltd
- Kepco SPC Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Power Finance Corporation Ltd., India
- Sree Jayajothi Cements Limited - India
- Coalindo Energy - Indonesia
- Lanco Infratech Ltd - India
- Madhucon Powers Ltd - India
- Mercator Lines Limited - India
- Latin American Coal - Colombia
- Bank of Tokyo Mitsubishi UFJ Ltd
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- Pendopo Energi Batubara - Indonesia
- Economic Council, Georgia
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- Australian Coal Association
- Bangladesh Power Developement Board
- The State Trading Corporation of India Ltd
- Kapuas Tunggal Persada - Indonesia
- Globalindo Alam Lestari - Indonesia
- Indian Oil Corporation Limited
- Heidelberg Cement - Germany
- Kumho Petrochemical, South Korea
- Sakthi Sugars Limited - India
- Orica Mining Services - Indonesia
- European Bulk Services B.V. - Netherlands
- Cement Manufacturers Association - India
- IEA Clean Coal Centre - UK
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Minerals Council of Australia
- Savvy Resources Ltd - HongKong
- The University of Queensland
- Offshore Bulk Terminal Pte Ltd, Singapore
- Global Green Power PLC Corporation, Philippines
- Parry Sugars Refinery, India
- Bharathi Cement Corporation - India
- Africa Commodities Group - South Africa
- Billiton Holdings Pty Ltd - Australia
- Makarim & Taira - Indonesia
- Coastal Gujarat Power Limited - India
- Petron Corporation, Philippines
- Independent Power Producers Association of India
- IHS Mccloskey Coal Group - USA
- Directorate General of MIneral and Coal - Indonesia
- MS Steel International - UAE
- San Jose City I Power Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Bhushan Steel Limited - India
- Vizag Seaport Private Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Goldman Sachs - Singapore
- Leighton Contractors Pty Ltd - Australia
- SMC Global Power, Philippines
- Eastern Energy - Thailand
- Cigading International Bulk Terminal - Indonesia
- Posco Energy - South Korea
- Tata Chemicals Ltd - India
- Alfred C Toepfer International GmbH - Germany
- CIMB Investment Bank - Malaysia
- Kartika Selabumi Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
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