Utilities: Will we have coal when it’s cold?

A photograph of a Union Pacific train hauling coal over a mountainous landscape.

U.S. utilities are facing record low coal stockpiles ahead of winter, and congestion on the rails as well as the uncertainty of the vaccine mandate are only adding to the stress.

“Coal shippers are concerned about the full range of factors affecting the rail supply chain at this point, including labor shortages and the possibility of labor interruptions,” John Ward, executive director of the National Coal Transportation Association, told FreightWaves. “Relatively mild fall weather may have eased...

https://www.freightwaves.com/news/utilities-will-we-have-coal-when-its-cold

U.S. LNG exports soar

Graphic shows U.S. LNG export totals over time in relation to export terminal capacity

Figures released yesterday by the U.S. Energy Information Administration (EIA) show that monthly U.S. liquefied natural gas (LNG) exports reached record highs in the first half of 2021, averaging 9.6 billion cubic feet per day (Bcf/d). This average marks an increase of 42%, or 2.8 Bcf/d, compared with the same period in 2020 (according to the U.S. Department of Energy’s LNG Monthly reports and EIA estimates for June 2021, based on shipping data from Bloomberg Finance L.P.).

Source: Graph by the...

https://www.marinelog.com/shipping/markets/u-s-lng-exports-soar/

Coal’s share in US power generation forecast to inch up

A photograph of a Union Pacific train traveling by a rocky mountainside.

Coal’s share in the generation of U.S. power could grow in 2021 and 2022 amid expectations that higher natural gas prices will spur natural gas’ share to decline, the U.S. Energy Information Administration (EIA) said in its Short-Term Energy Outlook on Tuesday.

The outlook projects that the share of U.S. electric power sector generation from natural gas could fall from 39% in 2020 to 36% in 2021 and 34% in 2022 amid “significantly” higher natural gas fuel costs and an increasing share in power...

https://s29755.pcdn.co/news/coals-share-in-us-power-generation-forecast-to-inch-up

Project cargoes keep AAL’s ships calling US Gulf ports

Project cargoes may not be the fastest movers on the high seas, but they have proved much less volatile than the U.S. container trades during the coronavirus pandemic.

Christophe Grammare, commercial director, AAL Shipping (Photo: Courtesy)

Singapore-based AAL Shipping, one of the world’s largest marine project cargo carriers with 25 vessels, has witnessed a steady increase in ship sailings involving the transport of large capital equipment from Asia to U.S. ports during the first half of 2020....

https://s29755.pcdn.co/news/project-cargoes-keep-aals-ships-calling-us-gulf-ports

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