|
|
|
|
|
|
|
|
|
19.10.26 - 17:30
|
India shelves coal import plan as high global prices, weak rupee raise costs (Times of India)
|
|
|
India has decided not to mandate coal imports for power plants due to high international prices and a weaker rupee. Coal stockpiles have reached critically low levels at many power stations, prompting concerns about electricity shortages in the country. Policymakers are focusing on boosting domestic coal production and improving transportation to mitigate the situation....
|
|
|
|
|
|
|
|
|
|
|
|
|
17.10.26 - 17:03
|
Global Gas Crunch Makes Europe′s Remaining Coal Plants Profitable (ZeroHedge)
|
|
|
Global Gas Crunch Makes Europe's Remaining Coal Plants Profitable
By Michael Kern of OilPrice.com
The global LNG supply crunch has made Europe's last-standing coal-fired power plants profitable this year as gas supply costs soar while the need for conventional generation to stabilize grids remains.
In Germany and Poland, which host most of the remaining operational or back-up-ready coal power capacity in Europe, coal-fired generation is profitable again as winter approaches, LNG supply is barely moving out of the Strait of Hormuz, and gas prices are at their highest level since the 2022-2023 crisis.
European countries, including Germany, have closed coal capacities in recent years due to climate targets. But the remaining coal-fired power plants have now become indispensable in stabilizing the grids as gas-fired generation slumps amid demand destruction and gas conservation.
One measure of profitability for generating electricity from lignite in Germany has jumped to as much as $72 (64 euros...
|
|
|
|
|
|
|
15.10.26 - 22:36
|
Don′t See Canary in Coal Mine For AI: Khoda (Bloomberg)
|
|
|
Neha Khoda, head of US credit strategy at BofA Securities, and Stephanie Doyle, fixed income portfolio manager at JPMorgan Investment Management, join Scarlet Fu on "Bloomberg Real Yield." A measure of CoreWeave's credit risk climbed to an all-time high Thursday as some of its high-yield bonds extended declines, rattled by the AI cloud-computing company's talk of tapping vast pools of capital from insurers. (Source: Bloomberg)...
|
|
|
|
|
|
|
15.10.26 - 04:12
|
Asia Scrambles For Coal As Energy Crisis Sends Prices To Two-Year High Ahead Of Winter (ZeroHedge)
|
|
|
Asia Scrambles For Coal As Energy Crisis Sends Prices To Two-Year High Ahead Of Winter
As the Northern Hemisphere winter quickly approaches, Asian thermal coal prices have climbed to two-year highs and could be on the cusp of a major breakout as utilities stockpile the dirty fuel amid disruptions to natural gas and crude product markets caused by the war in Ukraine and the Strait of Hormuz disruption.
Newcastle coal futures, an Asian benchmark, are up more than 40% on the year and could surge even higher if the $150-a-ton level is sustained.
Prices on Tuesday closed at their highest levels since August 2024.
The combination of Ukraine decimating Russian refineries with drone attacks and the Strait of Hormuz disruptions to energy flows has sparked a global refining crisis that has encouraged utilities to switch from higher-priced natural gas and heating oil to cheaper alternative fuels such as coal.
Morgan Stanley analysts led by Amy Gower wrote in a note last week that the global refining cris...
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
