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Thursday, 10 February 22
EIA ANALYSIS CONSIDERS DIFFERENT OUTCOMES FOR COAL MARKETS IN INDIA AND SOUTHEAST ASIA
 In our International Energy Outlook 2021 (IEO2021) Issues in Focus: Uncertainty in Coal Trade in India and Greater Southeast Asia, we analyze three cases for coal markets in India and Greater Southeast Asia (GSEA), which highlight the role that varying levels of coal production and trade play in the regions’ carbon dioxide (CO2) emissions and electricity generation mix.
In our Low Coal Demand case, we assume policy or technology changes that result in 33% less coal demand between 2030 and 2050 in the industrial and power sectors of India and GSEA. As a result of less coal demand in the regions, regional coal production grows less, and coal imports decrease. In the Low Coal Supply case, we assume a 50% increase in the cost of coal production, compared with the IEO2021 Reference case, and less available coal supply in India and GSEA. We assume the opposite (a 50% decrease in the cost of coal production) in the High Coal Supply case.
The level of CO2 emissions from coal are directly proportional to coal consumption in these cases. In the IEO2021 Reference case, which assumes no changes to current policies or technologies, coal consumption in India and GSEA reaches a combined 3.2 billion short tons in 2050, and resulting CO2 emissions reach 5.6 billion metric tons.
We project India and GSEA coal demand and emissions in 2050 to differ from the Reference case:
Low Coal Demand case, 33% less consumption
Low Coal Demand case, 32% less emissions
Low Coal Supply case, 15% less consumption
Low Coal Supply case, 13% less emissions
High Coal Supply case, 15% more consumption
High Coal Supply case, 13% more emissions
In all cases, we expect coal consumption and coal-related emissions in India and GSEA to grow from 2020 levels.
Although the electricity generated in India and GSEA in 2050 is fairly similar to what we forecast in the IEO2021 Reference case and in our three side cases, the share of generation by generation type varies.
In India, the Low Coal Demand and Low Coal Supply cases both show that renewable sources generate more electricity than in the Reference case; renewables account for 75% of the generation mix by 2050, compared with 67% in the Reference case. In the High Coal Supply case, coal’s share of India’s electricity mix increases to 28% in 2050, compared with 21% in the Reference case, while renewables account for a 60% share.
In GSEA, renewable sources do not displace coal, natural gas, and hydroelectric generation as much as in India. In the Reference case, renewables make up 23% of the generation mix in GSEA in 2050. That share increases to 39% in the Low Coal Demand case and drops to 16% in the High Coal Supply case. Coal has a 45% share of generation in the Reference case and a 58% share in 2050 in the High Coal Supply case.
Source: EIA
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Friday, 29 July 22
GLENCORE TO SUPPLY COAL TO NIPPON STEEL AT $375 PER TON - BLOOMBERG
Glencore Plc, agreed to supply coal to Nippon Steel at one of the highest prices ever paid by the Japan Bloomberg reported on July 27.
...
Friday, 29 July 22
GLOBAL COAL DEMAND IS SET TO RETURN TO ITS ALL-TIME HIGH IN 2022 - IEA
The world’s consumption of coal is set to rise slightly in 2022, taking it back to the record level it reached nearly a decade ago, according ...
Thursday, 28 July 22
CREW FAMILIARISATION IS CRITICAL WHEN TAKING OVER A VESSEL - WEST P&I CLUB
Knowledge to Elevate
When a vessel changes ownership and/or manager, it can take some considerable time before the new crew and mana ...
Thursday, 28 July 22
RETURN OF COAL A THREAT TO EUROPEAN COMPANIES' ESG RATINGS - REUTERS
European companies turning to coal as an alternative to Russian gas face a hit to their environmental, social and governance ratings, leaving them ...
Wednesday, 27 July 22
MARKET INSIGHT - INTERMODAL
Amid the upcoming ban on Russian coal from the EU, which will be in full effect on August 10th, EU nations have been accelerating their coal import ...
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- Jorong Barutama Greston.PT - Indonesia
- PowerSource Philippines DevCo
- Semirara Mining and Power Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- London Commodity Brokers - England
- Simpson Spence & Young - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Orica Australia Pty. Ltd.
- Meenaskhi Energy Private Limited - India
- Tata Chemicals Ltd - India
- Bukit Baiduri Energy - Indonesia
- San Jose City I Power Corp, Philippines
- PNOC Exploration Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- Indian Oil Corporation Limited
- AsiaOL BioFuels Corp., Philippines
- Globalindo Alam Lestari - Indonesia
- Mercator Lines Limited - India
- Intertek Mineral Services - Indonesia
- Bhoruka Overseas - Indonesia
- Georgia Ports Authority, United States
- Power Finance Corporation Ltd., India
- Romanian Commodities Exchange
- Eastern Coal Council - USA
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- MS Steel International - UAE
- Krishnapatnam Port Company Ltd. - India
- Sinarmas Energy and Mining - Indonesia
- Deloitte Consulting - India
- Sojitz Corporation - Japan
- Thai Mozambique Logistica
- Sical Logistics Limited - India
- Rio Tinto Coal - Australia
- Edison Trading Spa - Italy
- Petrochimia International Co. Ltd.- Taiwan
- Trasteel International SA, Italy
- Ministry of Finance - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Maheswari Brothers Coal Limited - India
- Australian Coal Association
- Port Waratah Coal Services - Australia
- Meralco Power Generation, Philippines
- Indian Energy Exchange, India
- Cement Manufacturers Association - India
- Videocon Industries ltd - India
- Barasentosa Lestari - Indonesia
- VISA Power Limited - India
- South Luzon Thermal Energy Corporation
- Formosa Plastics Group - Taiwan
- Coastal Gujarat Power Limited - India
- Economic Council, Georgia
- LBH Netherlands Bv - Netherlands
- Karaikal Port Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- OPG Power Generation Pvt Ltd - India
- Energy Development Corp, Philippines
- European Bulk Services B.V. - Netherlands
- Baramulti Group, Indonesia
- GAC Shipping (India) Pvt Ltd
- Bangladesh Power Developement Board
- Kohat Cement Company Ltd. - Pakistan
- Vedanta Resources Plc - India
- Australian Commodity Traders Exchange
- Kapuas Tunggal Persada - Indonesia
- Energy Link Ltd, New Zealand
- Ministry of Transport, Egypt
- Sindya Power Generating Company Private Ltd
- India Bulls Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Heidelberg Cement - Germany
- Singapore Mercantile Exchange
- The Treasury - Australian Government
- Parliament of New Zealand
- Parry Sugars Refinery, India
- Posco Energy - South Korea
- Bhatia International Limited - India
- Electricity Generating Authority of Thailand
- CNBM International Corporation - China
- GN Power Mariveles Coal Plant, Philippines
- Samtan Co., Ltd - South Korea
- Orica Mining Services - Indonesia
- Toyota Tsusho Corporation, Japan
- Semirara Mining Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ambuja Cements Ltd - India
- Grasim Industreis Ltd - India
- Timah Investasi Mineral - Indoneisa
- Bhushan Steel Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Binh Thuan Hamico - Vietnam
- Kaltim Prima Coal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Makarim & Taira - Indonesia
- Kobexindo Tractors - Indoneisa
- Iligan Light & Power Inc, Philippines
- Chamber of Mines of South Africa
- Interocean Group of Companies - India
- Gujarat Electricity Regulatory Commission - India
- Sree Jayajothi Cements Limited - India
- Metalloyd Limited - United Kingdom
- Maharashtra Electricity Regulatory Commission - India
- Anglo American - United Kingdom
- Holcim Trading Pte Ltd - Singapore
- Jindal Steel & Power Ltd - India
- Kepco SPC Power Corporation, Philippines
- Central Java Power - Indonesia
- Essar Steel Hazira Ltd - India
- Pendopo Energi Batubara - Indonesia
- Eastern Energy - Thailand
- CIMB Investment Bank - Malaysia
- Marubeni Corporation - India
- Indika Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Commonwealth Bank - Australia
- Minerals Council of Australia
- Planning Commission, India
- Directorate Of Revenue Intelligence - India
- Altura Mining Limited, Indonesia
- Larsen & Toubro Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Therma Luzon, Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Aboitiz Power Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Sakthi Sugars Limited - India
- Vizag Seaport Private Limited - India
- Mjunction Services Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Asam (Persero) Tbk - Indonesia
- Indogreen Group - Indonesia
- Wilmar Investment Holdings
- Latin American Coal - Colombia
- Bharathi Cement Corporation - India
- International Coal Ventures Pvt Ltd - India
- Madhucon Powers Ltd - India
- Siam City Cement - Thailand
- Carbofer General Trading SA - India
- Chettinad Cement Corporation Ltd - India
- Kideco Jaya Agung - Indonesia
- The State Trading Corporation of India Ltd
- Global Coal Blending Company Limited - Australia
- IEA Clean Coal Centre - UK
- Ind-Barath Power Infra Limited - India
- SMG Consultants - Indonesia
- Gujarat Sidhee Cement - India
- PTC India Limited - India
- Ceylon Electricity Board - Sri Lanka
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Independent Power Producers Association of India
- Attock Cement Pakistan Limited
- GVK Power & Infra Limited - India
- Bukit Makmur.PT - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Goldman Sachs - Singapore
- Jaiprakash Power Ventures ltd
- Coalindo Energy - Indonesia
- Malabar Cements Ltd - India
- Sarangani Energy Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- TeaM Sual Corporation - Philippines
- Agrawal Coal Company - India
- Banpu Public Company Limited - Thailand
- Aditya Birla Group - India
- Straits Asia Resources Limited - Singapore
- Dalmia Cement Bharat India
- Uttam Galva Steels Limited - India
- Rashtriya Ispat Nigam Limited - India
- Central Electricity Authority - India
- Tamil Nadu electricity Board
- Mintek Dendrill Indonesia
- Ministry of Mines - Canada
- Directorate General of MIneral and Coal - Indonesia
- Indonesian Coal Mining Association
- McConnell Dowell - Australia
- Salva Resources Pvt Ltd - India
- ASAPP Information Group - India
- Lanco Infratech Ltd - India
- Oldendorff Carriers - Singapore
- Africa Commodities Group - South Africa
- SMC Global Power, Philippines
- Mercuria Energy - Indonesia
- Renaissance Capital - South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Siam City Cement PLC, Thailand
- Price Waterhouse Coopers - Russia
- Thiess Contractors Indonesia
- SN Aboitiz Power Inc, Philippines
- GMR Energy Limited - India
- Standard Chartered Bank - UAE
- Electricity Authority, New Zealand
- Star Paper Mills Limited - India
- Cigading International Bulk Terminal - Indonesia
- Petron Corporation, Philippines
- Merrill Lynch Commodities Europe
- Medco Energi Mining Internasional
- Pipit Mutiara Jaya. PT, Indonesia
- ICICI Bank Limited - India
- Bayan Resources Tbk. - Indonesia
- Global Business Power Corporation, Philippines
- White Energy Company Limited
- Riau Bara Harum - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Wood Mackenzie - Singapore
- Miang Besar Coal Terminal - Indonesia
- Antam Resourcindo - Indonesia
- Xindia Steels Limited - India
- Borneo Indobara - Indonesia
- IHS Mccloskey Coal Group - USA
- New Zealand Coal & Carbon
- Coal and Oil Company - UAE
- Kumho Petrochemical, South Korea
- The University of Queensland
- Kalimantan Lumbung Energi - Indonesia
- Gujarat Mineral Development Corp Ltd - India
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