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The case for coal to LNG switching in Japan and South Korea: nearly there?


The case for coal to LNG switching in Japan and South Korea: nearly there?

Report summary

The recent uptick in coal prices has narrowed the price differential to spot LNG in Japan and South Korea, two primary market for the traded fuel in Asia. Both fuel types are going through a different price cycle. While coal prices have strengthened in the past few months on the back of supply reforms in China and production cutbacks elsewhere after years of losses, spot LNG, though stable, is under pressure due to emerging supply glut. Quite a contrast, and ideal recipe for competition! But, we are not there yet! Why?

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This report includes 1 file(s)

  • The case for coal to LNG switching in Japan and South Korea: nearly there? PDF - 560.12 KB 4 Pages, 0 Tables, 4 Figures

Description

This Coal Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved.

Participants, suppliers and advisors can use it to look at the trends, risks and issues within the coal industry and gain an alternative point of view when making decisions.

Wood Mackenzie is the only coal industry service provider that offers a market outlook integrated with other sector analyses, including macroeconomics, coal supply, steel markets and gas and power markets.

Our coal analysts are based in the markets they analyse. They work with objective, proprietary data to help you maximise your current and future decision making. From market dynamics to trade patterns, we give you confidence in your strategic planning.

  • How sustainable is the coal price recovery?
  • Can spot LNG fall further?
  • So if there is an economic case, will utilities switch?

In this report there are 4 tables or charts, including:

  • How sustainable is the coal price recovery?
  • Can spot LNG fall further?
  • So if there is an economic case, will utilities switch?
    • Historical switching and fuel prices
    • Screening curves for Japan and South Korea
    • Factors influencing coal-to-gas switching in Japan and South Korea
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