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Confidential. © 2019 IHS Markit®. All Rights Reserved.Confidential. © 2019 IHS Markit®. All Rights Reserved.

Power, Gas, Coal and RenewablesConnect™ User Guide

2019

Confidential. © 2019 IHS Markit®. All Rights Reserved.

Table of Contents

Connect Login Instructions

Power, Gas, Coal and Renewables (PGCR) Overview

> Global Gas> LNG> Global Power & Renewables> Coal

Regional Power, Gas, Coal and Renewables (PGCR)

> Regional Gas– North America– Europe– Greater China– Latin America– South & Southeast Asia

2

> Regional Power & Renewables– North America– Europe– Greater China– Latin America– South & Southeast Asia

> Regional Coal– North America– Europe– Greater China– Latin America– South & Southeast Asia

> Regional PGCR Russian and Caspian

European Power and LNG Analytics

Customize Your Research (Email alerts and save features)

Contact Us



3


4

Go to connect.ihs.com and log in with your Username and Password.

Click on ‘Forgot Password?’ to reset your password.


https://my.ihs.com/Connect?ForceLogin=True


5

Connect New User Registration

Go to connect.ihs.com and request access.

Follow 4 steps for Connect registration

Go to connect.ihs.com and login

1. Enter your corporate email address.2. Complete your profile. (Enter Connect in

the Product Used field)3. Accept the terms of service.4. Complete Your Registration

Once you are provided with access, you will receive an email confirmation from [email protected] your login instructions.

mailto:[email protected]


Power, Gas, Coal and Renewables

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Hover over the Energy Megamenu > Power, Gas, Coal and Renewables to navigate to research and analysis by region:

Regional Power, Gas, Coal and Renewables

- Complete perspective of regional gas, power, and coal markets for

- Greater China- Europe- Latin America- North America - Russian and Caspian- South and Southeast Asia

- Market fundamentals and forecasting, policy and regulatory analysis, technology costs, and competitive landscape at a regional level across energy markets


8

Hover over the Energy Megamenu > Power, Gas, Coal and Renewables to navigate to Global research and analysis by

sector:

Global Power, Gas, Coal and Renewables by Sector View

• Global Gas: Provides a unique perspective on changing gas markets for both short-term market monitoring and long-term strategy decisions.

• LNG: Provides timely data and analysis on assets, competitive behavior, and regional and global markets across the entire liquefied natural gas (LNG) value chain.

• Power and Renewables: Features analysis and data on market fundamentals, the policy landscape and changing consumer demands.

• Coal: Provides international coal benchmark pricing and market data – from biweekly in-depth reports to real-time email alerts.


9

Hover over the Energy Megamenu > Power, Gas, Coal and Renewables to access European Power Analytics and LNG

Analytics.

Global Analytics

These Analytics offerings are custom platforms that allow for interactive access to datasets and unique visualizations:

• European Power Analytics:➢ Quarterly updates (with a full and detailed assumption

review semiannually.)

➢ Price deliverables: Hourly price granularity of power

prices and detailed fuel price inputs to 2050.

➢ Valuation metrics: Wind, solar, combined-cycle gas

turbine, and coal realized gross margins and operating

hours.

➢ Generation mix metrics: Aggregate power generation

by fuel (gas and coal) on a quarterly basis for each

country.

• LNG Analytics:➢ Assets (liquefaction, regasification, shipping)

➢ Contracts

➢ Prices

➢ Supply/Demand forecasts


Global GasProvides a unique perspective on changing gas markets for both short-term market

monitoring and long-term strategy decisions.

10


Greater China

Europe

Latin America

North America

Russian and Caspian

South & Southeast Asia

11

Global Gas: Greater China

• Natural Gas Data Tables - Monthly domestic gas production volumes, China’s gas import/export volumes and values by

country, annual provincial gas demand, pipeline length, and population connected to the gas grid, and five-year supply and

demand outlooks.

• Natural Gas Price Data Table - Regulated citygate prices by province and retail prices by sector in key cities, monthly gas

import price by port, and monthly wholesale LNG prices.

• Natural Gas Quarterly Market Briefing - Analysis of recent changes in the natural gas market fundamentals and policy

development during the previous quarter, and assumptions behind five-year supply and demand outlooks.

• National Gas Supply Outlook by Basin - Supply volume and cost for conventional, coalbed methane, and shale gas by

basin, coal-based synthetic natural gas by province, and pipeline and LNG imports through 2050.

• Provincial Gas Demand Outlook by Sector - Provincial level gas demand outlook by sector (industrial, feedstock, power

generation, district heating, commercial, residential, transport, and others) through 2050.

• Long-term Citygate Gas Price Outlooks - Citygate gas price outlooks in key provinces through 2050.

• Long-term Industrial Retail Gas Price Outlooks - Regulated industrial retail gas price outlook in key provinces through

2050.

• Small Land-based Liquefaction Watch - Annual updates of capacity addition at the provincial level, trends in utilization

rates and prices, and analysis on recent market developments and policies impacting small liquefaction business.

• Regional Regasification Outlooks: North, Central, South - Regional regasification outlook by terminal and LNG

procurement strategies analysis by key players.


Greater China

Europe

Latin America

North America

Russian and Caspian


12

Global Gas: Europe

• Watch - A report summarizing the short-term market drivers and trends, and accompanying data set with forecasts to 2050

for natural gas monthly pricing, storage, supply / demand balances, pipeline flows, and play-level unit cost, production, and

drilling activity.

• Gas demand and supply outlook - Individual reports summarizing regional markets and accompanying data set with

corresponding supply / demand balances.

• Gas price outlook - Provides a short-term (two-week) outlook for US lower-48 storage injections and withdrawals outlook

and discusses the impact on natural gas prices.

• Competitive fuel price analysis - A listing of pipeline expansion projects that have been announced in the US Northeast,

Midwest, and Southeast/US Gulf Coast regions and in eastern Canada. For each project, the database includes key details,

such as estimated capital costs, project scope (e.g., additional pipeline and/or compression), and transportation capacity

costs.

• European gas flexibility outlook - A report summarizing the market outlook to 2025.

• European gas hub tracker - A report summarizing the market outlook to 2050.

• Supply and demand tracker - Market fundamentals and commentary on key drivers affecting the five year market outlook.

• Heating & cooling degree days - Yearly, monthly, quarterly heating and cooling degree days per country.

• Storage tracker - Gas storage utilization data and recent market views.

• Strategic reports - Strategic research reports covering topics relevant for strategic decision-making processes.

• Country profiles - Developments in fundamentals, industry structure, policy and regulation, infrastructure, historical prices

by end-user sector.


Greater China

Europe

Latin America

North America

Russian and Caspian


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Global Gas: Latin America

• Natural gas market fundamentals report - Report that analyzes project pipelines, market updates while breaking down

trends underlying each market’s midterm outlook, as well as regional trade and LNG imports.

• Midterm outlooks - Natural gas outlooks for production, import/export levels, and end user demand.

• Natural gas price report - Report with natural prices (historical and outlooks) outlining relevant inputs with key highlights

and implications.

• Strategic and insight reports - Strategic research reports covering topics relevant for strategic

decision-making processes

• Natural gas country profiles - Individual country profiles covering policy, economic trends, market fundamentals, market

structure, regulatory framework in the natural gas sector

• Webinars - Interactive sessions with IHS Markit researchers on breaking events of importance to the market. It provides

our vision and analysis regarding the implications to our stakeholders while providing a forum for questions.


Greater China

Europe

Latin America

North America

Russian and Caspian


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Global Gas: North America

• Natural Gas Monthly Briefing - A report summarizing the short-term market drivers and trends, and accompanying data

set with forecasts to 2050 for natural gas monthly pricing (Henry Hub and 29 key pricing points), storage, supply / demand

balances, pipeline flows, and play-level unit cost, production, and drilling activity.

• Regional Natural Gas Profiles - Individual reports summarizing regional markets and accompanying data set with

corresponding supply / demand balances.

• US Natural Gas Weekly Storage Briefing - Provides a short-term (two-week) outlook for US lower-48 storage injections

and withdrawals outlook and discusses the impact on natural gas prices.

• Eastern US and Canada Pipeline Expansion Database - A listing of pipeline expansion projects that have been

announced in the US Northeast, Midwest, and Southeast/US Gulf Coast regions and in eastern Canada. For each project,

the database includes key details, such as estimated capital costs, project scope (e.g., additional pipeline and/or

compression), and transportation capacity costs.

• Natural Gas Watch - A report summarizing the market outlook to 2025.

• Natural Gas Long-term Outlook - A report summarizing the market outlook to 2050.


Greater China

Europe

Latin America

North America

Russian and Caspian


15

Global Gas: Russian and Caspian

• Market fundamental reports - Russia Watch and Caspian Watch. Review and medium-term outlook. Market briefings /

Regular short-term updates. Long-term oil and gas outlooks, covering national and regional production trends, consumption

and exports by direction and route. Eurasian Oil Export Outlook. Eurasian Gas Export Outlook.

• Strategic and insight reports - Strategic research reports covering topics relevant for strategic decision-making

processes. Private and special reports Strategic analysis with long-term vision. Decision briefs. Topical analysis on key

developments. Insights issued periodically. Short-term analysis.

• Expert Analysis - Contact: Connect with key researchers. 600+ analyst’s across IHS Markit Energy. Local expertise across

a global network. Bespoke presentations. On-site briefings on specific topics possible.

• Webinars / Events - Client briefings: Regular energy research briefings (held in different global locations) Webcasts: Latest

research and key messages. IHS Markit Energy CERAWeek: Preferential rates.


Greater China

Europe

Latin America

North America

Russian and Caspian


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Global Gas: South & Southeast Asia

• India Natural Gas Monthly Data Tables - Data on historical monthly gas supply by source, production by player, LNG

imports, demand by sector, gas-fired power capacity and generation by region, and gas pricing. Annual outlooks for LNG

regasification capacity to 2020, and gas supply and demand to 2030.

• India Natural Gas Quarterly Market Briefing - The India Natural Gas Market Briefing Third Quarter 2016 provides a

quarterly update of recent trends in gas supply, demand, and pricing as well as a review of recent policy and regulatory

changes for the gas market.

• India Regasification Outlook - This report provides analysis on developments in LNG regasification by terminal and

developer, including expected timelines for project start and key drivers/ risks of each project.

• India Natural Gas Market Report and Data Tables - This report provides detailed analysis of developments in India’s

natural gas sector and an outlook to 2030. Sections of the report include: Market overview and structure, Supply by source,

Demand by sector, Infrastructure, Pricing, and Market outlook.

• Pakistan Natural Gas Market Report and Data Tables - The report covers the country’s natural gas sector, including

market structure, supply, demand, infrastructure, pricing, and outlooks.

• Bangladesh Natural Gas Market Report and Data Tables - The report covers the country’s natural gas sector, including

market structure, supply, demand, infrastructure, pricing, and outlooks.

• Webinars - Interactive presentation with IHS Markit experts providing analysis on recent market events, policy changes,

and implications


17

In Connect, hover over the Energy Megamenu > Power, Gas, Coal and Renewables > Click on Global Gas.

Global Gas in Connect


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Use the left-hand rail to browse research and analysis under Home and Research and data visualization under Analytics.

Global Gas Home Page Navigation

The Home page displays various widgets for Featured Research, Expert Analysis, Featured Experts, key data visualization, and more.


19

Use the left-hand rail to click on Research to browse all Global Gas research.

Global Gas Research Page Navigation

Keywordsearch and relevant filter options

Access Event presentations and Webinar recordings/presentations.

View and access files quickly.


20

Use the left-hand rail to click on Analytics topics to customize and visualize related data.

Global Gas Analytics


Access global regions and sub-chapters.

View by Concept or Geography.

Click the 3-dot menu to export data.


LNG

21

Provides timely data and analysis on assets, competitive behavior, and regional and

global markets across the entire liquefied natural gas (LNG) value chain.


Global LNG Capability Overview

22

Strategy profiles of 50 LNG actors including suppliers,

aggregators and buyers

Deep coverage of niche buyers provides insight into

evolving market demand

Analysis on drivers and challenges of your partners,

suppliers, customers, and competitors

One-stop source for highly detailed LNG analysis is

like adding analysts to your team

Frequently updated profiles and data on: liquefaction

projects, markets, regasification

Event and data-driven insights on asset and country

level trends

• Integrated analytic approach yields superior insights by bringing together experts across the LNG value chain

• Data is accurate and the most current available

• Community access through members-only events

• Ease of access to global LNG and regional gas experts

Global

Perspectives

Assets &

Markets

TradingCompany

Strategy

Global and regional analysis, macro view of LNG

industry

Market briefings with short-term trade forecasts

highlight impact of recent market events on industry

dynamics

Long-term trends derived from global energy scenarios

model w ith stress test drivers behind forecasted S/D

balances

Most detailed & accurate LNG cargo data available,

10-year historical database

Continually updated monitoring, spot market tracking,

pricing, freight rates, charter information

Unparalleled commercial intelligence sourced from

traders, producers, buyers, port authorities, brokers on

a daily basis


• Global Perspectives

> Market Briefing: comprehensive and integrated analysis of key drivers for supply, demand, trade and pricing; near-term (through 2020) forecast of global balances

> Short-Term Tracker: data and graphs detailing recent LNG import/export dynamics, and key contracts and milestones

> Global and Regional Trends: strategic research papers outlining the overarching storylines of macro drivers in LNG

> Long-Term Analysis Scenarios: detailed demand and liquefaction capacity forecasts to 2050 for the three IHS global energy scenarios, updated annually

> Strategic Reports: in depth research papers on special interest topics which will set the stage for future LNG strategy

• Assets & Markets

> Liquefaction: granular liquefaction project profiles (120+) updated 2-3x year; regional outlooks; and a quarterly global outlook focusing on key contracting and engineering milestones

> Markets: detailed country profiles (30+) of LNG demand drivers updated 3-4x year with supporting data updated monthly; annual LNG supply/demand gap by country

> Regasification: annual country regasification outlooks (20+) analyzing drivers of regasification investment; biannual floating regasification outlook

> Shipping Outlook: quarterly analysis of market conditions

• Company Strategy

> Analysis of the LNG strategies of 50 companies. Critical insights for users who require a more detailed and sophisticated approach to industry participants, including buyers, sellers, partners and competitors.

> Strategy Assessment. Reviews corporate, regional, and operational strategies and examines investment activity along the value chain and in different regions.

> Data Sheet. Provides company data on operations throughout the value chain, structured and formatted for easy use.

> Strategic Memos. Address key gas trends and how they influence companies.

• Trading

> Voyage-Specific Commercial Data: continually-updated voyage records feature spot shipment identification, buyer/seller, charter information, and pricing

> LNG Import and Export Volumes: monthly import and re-export volumes by importing country/terminal, exporting country

> Activity Alerts: Port-specific notifications as new shipments are identified, alerts of marketplace activity

> Expert Analysis: Time-sensitive identification of emerging trends in the data and commercial intelligence

> Regional Trends: biweekly, and quarterly regional analysis (Americas, Europe, Asia Pacific/Middle East) plus an annual report on global trade

> LNG Production Tracker: Monthly LNG production by country vs. nameplate capacity, monitor liquefaction plant status

23

LNG


24

In Connect, hover over the Energy Megamenu > Power, Gas, Coal and Renewables > Click on LNG.

LNG in Connect


25

Research and Data are organized within topical tabs to instantly narrow down your search.

LNG Research Page Navigation


Keyword search and relevant filter options.

Relevant Data tools, Charts, and other Resources.


26

LNG Topical Tabs on Research Page

Data Trade Alerts

Global Perspectives

Upstream & Liquefaction

Shipping Trade and Prices

Markets & Regassification

Companies Webinar & Events

LNG

Competitor

Ranking tool

Competitor

feedstock

graphing tool

Competitor

portfolio tools

Liquefaction,

Regasification

and Shipping

Databases

LNG Supply-

Demand Gap

Prices &

Trade Data.

Real-time

insights on

trade events

Market Briefings

Short-term LNG Tracker

Strategic Reports

Long-term Scenarios

Liquefaction Project

Profiles

Liquefaction Outlook

US LNG Export

Monitor.

Insight Reports

Interactive Shipping

Calculator

Quarterly Trade

Analysis

Shipping Outlook

Biweekly Regional

LNG Trade Reports

Market Profiles and

Data

Regasification

Outlooks

Insight Reports.

Company

Profiles and

Datasheets

Company-

related Insights

Event

workshop

presentation

materials

Webinar

recordings and

presentation

materials

.

*This is an example of key research

deliverables. More research is available on

this page in Connect.


27

LNG Data Tools

Click a topic under Primary Tools to visualize, customize, and export data related to LNG production, trade, and shipping.


Global Power & Renewables

28

Features analysis and data on market fundamentals, the policy landscape, and changing

consumer demands.


Global Power and

Renewables

North America

Europe

Greater China

Latin America


29

Global Power and Renewables

• North American Power Market Fundamentals briefings: Regional power Market Briefings through 2050.

• European Power Watch: Insight into the key business trends and critical issues affecting the European power market

to 2050.

• Market and regional briefings: Analysis for major markets and five-year outlook for prices, supply/demand balance,

capacity margins, and plant retirements/additions.

• US Steam Coal Market Update: Five-year outlook for US steam coal spot prices, historical spot market prices, and

average prices for coal delivered to power plants.

• Carbon Market Briefing: Price forecasts, fuel price relativity, and modeling assumptions and analysis on the

carbon market.

• Latin America Hydro Tracker: Seasonal (to reflect changes from wet to dry seasons), analyses of the status and rate of

change in reservoir levels across hydro-dependent markets in the region.

• China Provincial Power Demand and Supply Outlook

• Russia Watch and Caspian Watch

• Renewable forecasts and alternative scenarios: Outlook to 2030 for onshore and offshore wind, solar photovoltaic (PV)

and concentrating solar power (CSP), geothermal, ocean, biomass, hydro, and energy storage.

• Renewable Power Costs and Prices: Comparative prices and forecast costs for wind, solar, and energy storage

technologies to 2030 in key global renewable markets.

• Strategic Reports: Covers key strategic issues affecting global power markets.

• Country profiles: Overview of key policies, legislation, market players, and structures.


Global Power and

Renewables

North America

Europe

Greater China

Latin America


30

Global Power and Renewables: North America

Power:

The subscription provides a comprehensive outlook to 2050 for 21 power markets. The deliverable includes underlying

economic indicators, power demand, new supply cost characteristics, generating capacity retirements and additions, average

capacity factor of generation supply across fuels/technologies, fossil fuel prices at relevant delivery points, emission allowance

prices, wholesale power prices, spark spreads, dark spreads, implied heat rates, and capacity values.

• An updated outlook of wholesale power prices, spreads ,and implied heat rates reflecting the latest fossil fuel price

outlooks.

• Six reports (covering 21 power markets) and a single overview report, highlighting insights, trends, and assumptions that

underpin the North American power market outlook to 2050.

• Primers on 21 North American power markets.

• Data sets detailing announced coal plant retirements, pollution control retrofit projects, and conventional power plant

transactions.

• An outlook to 2025 for all the elements of power plant capital costs, including equipment, steel, E&P, electrical cabling,

construction labor, and other construction and civil engineering costs.

• Report providing an overview of recent trends and a near-term update to cost trend forecast.


Global Power and

Renewables

North America

Europe

Greater China

Latin America


31

Global Power and Renewables: North America

Renewables:

• Quarterly updates on renewable policy developments, offtake contracts, M&A transactions, and development activity;

regional renewable energy certificates (REC) supply-demand balances and 10-year outlooks.

• State-level build projections through 2030 for wind, solar, biomass, geothermal, small hydro, and ocean energy markets.

• Technology cost and evolution outlooks for wind, utility, distributed solar PV, and battery storage technologies through 2030.

• A project-by-project breakdown of the top wind and solar asset owners and their recent activity.

• Analysis following key market activity in policy developments, contract announcements, M&A, and competitive activity

throughout the renewable energy industry.

• Annual review of M&A activity and trends by technologies and owners.


Global Power and

Renewables

North America

Europe

Greater China

Latin America


32

Global Power and Renewables: Europe

Power:

• Report describing key drivers and long-term demand, supply, and price outlooks.

• GDP, power demand, installed capacity, annual capacity additions, annual generation by technology and country.

• Assumptions and analysis supporting short-term outlook for fuel and carbon, power prices, and spreads.

• Review of EU Emissions Trading System (EU ETS) price drivers—power market dynamics, emissions by sector, offset use,

and carbon price outlook.

• Short-term outlook for base-load and peak wholesale power prices.

• Review of key policy developments at EU and national level, affecting supply/demand fundamentals.

• Electricity demand figures split by sector on a yearly, quarterly, and monthly basis.

• Country-specific retail price evolution and breakdown.

• Strategic Reports covering topics relevant for strategic decision-making processes.

• Country profiles covering policy and market fundamentals.


33

Global Power and Renewables: Europe

Renewables:

• Support levels for wind, solar, biomass, and other technologies, broken down by country and different scales of technology.

• Outlook to 2025 and background data for green certificate prices in Romania, Poland, Nordics, and the United Kingdom.

• Renewable policy updates, market activity (pipeline development of major players in wind, PV, and biomass).

• Outlook to 2050 for biomass, large and small hydro, pump storage, onshore and offshore wind, solar PV and CSP,

geothermal, and ocean.

• M&A activity analysis and transactions database.

• Overview of top 20 renewable energy systems (RES) owners' portfolios (by country, technology) and top 15 owners of large

hydro, wind, solar, and biomass.

• Comparative prices and current revenue levels of new-build renewable energy technologies.

• Overview of the solar PV development activity during the previous year; top 20 developers by type of player, project type,

and location.

• Executive briefings analyzing recent market developments—industry, technology, and competitive trends.

• Analysis and forecasting of specific geographic, technology, value chain trends affecting renewable markets.

• Strategic Reports/Market Briefings: Periodic reports covering topics relevant for strategic decision-making processes.

Global Power and

Renewables

North America

Europe

Greater China

Latin America



Global Power and

Renewables

North America

Europe

Greater China

Latin America


34

Global Power and Renewables: Greater China

• Electric power: Data tables; quarterly Market Briefings; wholesale and retail price data; outlooks for provincial demand by

sector, supply by technology, and system reserve margins; regional cost of generation; transmission infrastructure outlook;

retail tariff outlooks (wholesale and retail for select provinces); and Strategic Reports.

• Company analysis: Power utility profiles updated annually; strategic analysis; company profiles including large power

generators, e.g., China Huadian Corporation and China Guodian Corporation.

• Provincial-level analysis: Provincial-level long-term outlooks for power, provincial power insight, and provincial profile.

• Policy and geopolitics: Carbon policy and carbon price outlooks; politics, policy, and regulatory strategic reports.

• Semiannual China services workshops: Half-day events conducted in a roundtable format, limited to 50 participants to

maximize discussions and exchanges.


Global Power and

Renewables

North America

Europe

Greater China

Latin America


35

Global Power and Renewables: Latin America

• Report that analyzes capacity additions and changes in reserve margins while providing key power trends and drivers,

technology shifts market updates, and a 10-year outlook for supply/demand balance.

• Power demand, installed capacity, annual capacity additions, annual generation by technology and country.

• Historical price report outlining relevant inputs with key highlights and implications; Mexico and Brazil power prices including

long-term outlooks for selected industrial and average residential/commercial tariffs.

• Snapshot of the competitiveness of each generation technology in the Brazilian and Mexico powers market.


Global Power and

Renewables

North America

Europe

Greater China

Latin America


36

Global Power and Renewables: South & Southeast Asia

• In-depth analysis of energy market fundamentals and outlooks to 2050: India Power Market Profile, Bangladesh Power

Market Profile, Pakistan Power Market Profile, Sri Lanka Energy Market Profile, Myanmar, Philippines, Vietnam, Indonesia,

Singapore, Thailand and Malaysia.

• Reviews recent market trends and data, policy changes, and the ways these trends alter the energy landscape: India Power

Quarterly.

• Monthly updates of data on power supply, demand, pricing, and infrastructure.

• Timely analysis of market trends and policy announcements, with implications for investors.

• In-depth analysis of power gas sector: Market structure and regulation, fuel supply and demand by sector, energy demand

drivers and fuel competition, key market players, and private sector role.

• Historical data and forecasts for energy supply, demand, and infrastructure: Energy supply by fuel and key drivers, power

generation, demand, capacity, proposed infrastructure projects, and IHS Markit outlook for development timeline.

• Key investment opportunities and risks by sector and power capacity requirements by fuel.

• Government policy—targets and implementation challenges: Review of key energy policy documents, government power

plans, comparison of IHS Markit outlook with government targets, highlighting differences.

• Energy price formation, policy, and fuel price outlooks: Electricity tariffs and power supply costs, drivers and constraints to

pricing reforms, and outlook on fuel prices.


37

In Connect, hover over the Energy Megamenu > Power, Gas, Coal and Renewables > Click on Power and Renewables.

Global Power & Renewables in Connect


38


Power and Renewables Home Page Navigation



39

Use the left-hand rail to click on Research to browse all Power and Renewables research.

Power and Renewables Research Page Navigation





40


Power and Renewables Analytics


Access global regions and sub-chapters.




Coal

41

Provides international coal benchmark pricing and market data – from biweekly in-depth

reports to real-time email alerts.


Coal Market Reports/

Global

Coal Price Data, Trade,

and Industry Statistics*


APAC and African


Chinese


North American

Metallurgical Coal Service

Steam Coal Service

42

Coal: Coal Market Reports/Global

IHS Markit: McCloskey Coal Report: Report every two weeks

All the major global stories with in-depth analysis and context; information on:

• Global met and steam coal trade and price analysis.

• Global mergers and acquisitions (M&A).

• Global transport, logistics, and freight.

• Global mining, power, and steel.

• Global production, consumption, import/export analysis.

• Analysis of electricity/carbon markets.

• Comprehensive listing all benchmark coal indices, freight rates, and swaps.

IHS Markit: McCloskey Fax (online): Weekly report

Time-sensitive market intelligence and price levels delivered each Friday at the end of the business day in an easily digestible

format

• The most informed up-to-date news and pricing service available.

IHS Markit: Coal Newswire Service: Intraday email alerts

The premier source for real-time global coal industry news and analysis:

• Alerts delivered in real time, directly to your desktop or mobile, 24/7.

• Traders are time sensitive—market-moving news, delivered in a world where prices and sentiment can change in minutes.


43

Coal: Coal Price Data, Trade, and Industry Statistics

IHS Markit (McCloskey)—heavily involved in the

development of steam coal indexes

• First published NW European marker in 1991, setting the

standard specification for coal traded in the Atlantic—

basis 6,000 kilocalories (kcal).

• This criteria underpinned the API indexes (produced with

Argus) that helped the transition of coal into a commodity.

Steam coal prices (sample)

• NW Europe CIF (6,000 kcal NAR) – Part of API 2

• Richards Bay FOB (6,000 kcal NAR) – Part of API 4

• South African FOB (5,500 kcal NAR) – Part of API 3

• Australian FOB (5,500 kcal NAR) – Part of API 5

• Newcastle FOB (6,000 kcal NAR) – Part of API 6

• South China CFR (5,500 kcal NAR) – Part of API 8

• South China CFR (4,900 kcal; 6,000 kcal NAR)

(McCloskey and Xinhua)

• Qinhuangdao (domestic/export) FOB (5,000; 5,800;

6,000 kcal)

• Indonesian FOB (6,000 kcal NAR)/FOB (5,500 kcal

NAR)

• Indonesian Sub-Bit FOB 4,900 kcal NAR;

4,200 kcal/3,800 kcal GAR

• Indian CFR (5,500 kcal NAR) East and

West Coast – Part of API 12

• India East Coast CFR and West Coast (5,000

kcal/4,200 kcal)

• US East Coast and US Gulf high sulfur FOB (6,000

kcal)

• Bolivar Colombian FOB (6,000 kcal NAR) – Part of API

10

• Russian West Coast FOB (6,000 kcal NAR)

East Coast (6,700kcal)

• NEX (Newcastle Thermal Coal Export) Index

Additional prices—steam coal, coking coal, and petcoke

• Full data set of all benchmark (daily, weekly, monthly)

prices.

Additional data

• OTC trades, Asian swaps, spot and contract prices.

• Daily freight assessments/freight rates.

• Global trade (imports/exports) by country and type.

• Stocks (mines, power station, ports),

production/consumption.


Global


and Industry Statistics


APAC and African


Chinese


North American


Steam Coal Service

Notes: C. App. = Central Appalachian;;ILB = Il l inois Basin; N. App. = Northern Appalachia; PRB = Powder River Basin.



Global




APAC and African


Chinese


North American


Steam Coal Service

44

Coal: Coal Market Reports/APAC and African

Australian Coal Report: Weekly report with in-depth coverage of the Australian thermal and coking coal markets.

• The latest developments in this key production center.

• Market news, corporate briefs, tenders.

• Infrastructure—looking at ports, loading rates, throughput, capacity, vessel queues, and freight.

• Export stats, pricing intelligence, and key index markers.

Coalfax: Weekly summary of international coal trade, with focus on APAC markets—Australia, China, India, South Africa

• Includes prices, tenders, stocks, contracts, production, industrial relations, and shipping.

• Includes NEX Index (previously known as BJI Index), an indicator of the spot price of thermal coal ex-Newcastle.

South African Coal Report: Weekly commentary and insight into the rapidly changing South African coal industry.

• South African market news, corporate briefs, tenders.

• Infrastructure focus on Richards Bay coal terminal, looking at loading rates, rail, capacity, vessel queues, and freight

(including Baltic Dry Index).

• Richards Bay Index, Met Anthracite Index.

• Pricing intelligence and key South African markers.

Indian Coal Report: Monthly report on Indian coal, power, and steel markets, including production and prices.

• Analyses of political factors driving the regional industry.

• Indian coal market news and “market movers,” corporate briefs, plus a section on tenders.

• Freight and shipping—assessment of key routes to India (Cape, Mini Cape, Supermax).

• Monthly import volumes (met, thermal, coke) —by exporting country and for 12 Indian ports.

IHS Markit: McCloskey Coal Report: Report every two weeks.



Global




APAC and African


Chinese


North American


Steam Coal Service

45

Coal: Coal Market Reports/Chinese

China Coal Monthly: The most comprehensive, monthly analytical publication on China’s domestic coal market

• All major statistics and data including

- Prices (regional and international)

- Imports/exports by port and quality

- Coal and coke production by region

- Stocks by quality and ownership

- Transportation, freight, taxes

- Crude steel and iron production

- Power generation by fuel type

• Accurate and insightful intelligence for informed decision-making

• Price marker data for accurate and authoritative referencing

• Archived statistics and news stories for use in forecasting, analysis, and planning

• Online, downloadable repository containing statistics and stories dating back to 2002

China Coal Daily: Complements the China Coal Monthly, with the latest, daily current news and events, set against the

trends that are analyzed in more detail in the monthly report

• Focused on time-sensitive market intelligence and price levels through the coal chain

• Offering deeper and higher-value coverage of the Chinese coal market.



46

Coal: Coal Market Reports/North American

Coal & Energy Price Report: Daily newsletter focused on US coal and energy prices, US coal market trends, and significant

company/industry developments.

• “Market Commentary” by Jim Thompson.

• Coverage of the day’s most compelling topics.

• Comments from leading market participants.

• US coal (NYMEX/PRB/N.App/ILB) and natural gas (Henry Hub) pricing—updated every day.

US Coal Review: Weekly summary of US coal news, data/analysis; refocused and enhanced, for the US utilities and large

industrials sectors.

• Utility price markers (ILB, C.App, N.App, Western, PRB, Eastern Rail) US coal production.

• Also includes an enhanced US domestic and international “Market Round Up” with key physical prices, including PRB, CSX

Corporation, N. App., ILB, East Coast export, US Gulf High-Sulphur, and NW Europe, Colombian, Indonesian Sub-Bit.

• “Insight & Analysis” section with content from James Stevenson, IHS Markit North American Power, and Jim Thompson.



Global




APAC and African


Chinese


North American


Steam Coal Service

Notes: C. App. = Central Appalachian;;ILB = Il l inois Basin; N. App. = Northern Appalachia; PRB = Powder River Basin.


47

Coal: Metallurgical Coal Service

Metallurgical Coal Quarterly: Providing short- and medium-term forecasts of the international met coal trade for hard coking

coal, semisoft, and PCI coals.

• 36-month global outlook

• 10-year forecast once per year

• Executive summary of supply, demand, price.

• Latest available export data from all major met coal exporting countries.

• MCQ Supply Database:

- Reporting of exports and supply developments.

- Country-by-country analysis of all key exporters.

• MCQ Demand Model:

- Proprietary forecasts of met coal demand by country/region.

Inside Coal: Daily publication, providing breaking news on the international coking (met) coal market

• Focus on met coal news, analysis, and insight

• Content from IHS Markit steel teams, putting into context how movements in steel markets affect met coal

• Introduction of global freight rates

• Daily coking coal index tracking the spot price for:

- Queensland premium hard coking coal (east coast Australia)

- Hampton Roads low-volume coking coal (United States)

- Hampton Roads high-volume coking coal (United States)

• Incorporating all of the IHS Markit coking coal marker prices, plus freight rates and port throughput



Global




APAC and African


Chinese


North American

Metallurgical Coal

Service

Steam Coal Service


48

Coal: Steam Coal Service

Steam Coal Service: Long-term (25 year) outlooks and strategic insight into the global steam coal market.

• Fundamental analysis that includes supply, demand, cost, price dynamics, as well as freight, carbon, spreads, and arbitrage

opportunities.

• Provides an in-depth understanding of competing fuels and price inflection points and independent analysis of the coal and

subsidiary industries set within IHS Markit Global Scenarios and macroeconomic framework.

• In-depth regional and country profiles for key coal markets, reviewing policy, infrastructure, trade.

• Clients receive:

- Monthly, quarterly, and annual reports with a 25-year outlook for supply, demand, price, costs curves.

- Full access to our online data center.

- Full access to our coal research team.

- Invitations to executive member forums, webinars, and conference calls/events to engage with our analysts and with

peers/colleagues within our coal community.

Steam Coal Forecaster: Quarterly review of global steam coal trade.

• 18–24 month outlook for global steam coal trade and data.

• Country-by-country demand and supply analysis.

• Stockpiles (producers and consumers).

• Hydro and generation activity, rail, and port developments.

• Detailed forecast of supply, demand, and freights.

• Conclusions about steam coal price outlooks.

• Analysis of Atlantic and Pacific steam coal markets.

• Alerts of impending market shortages or surpluses, indicating price direction.



Global




APAC and African


Chinese


North American


Steam Coal Service


49

In Connect, hover over the Energy Megamenu > Power, Gas, Coal and Renewables > Click on Global Gas.

Coal in Connect


50

Research and Data are organized within topical tabs to instantly narrow down your search.

Coal Research Page Navigation


Relevant Data tools, Charts, and other Resources.

View and Access files quickly.


51

Coal Topical Tabs on Research PageNewswire

AlertsPublications Country &

Market Profiles

Strategic Perspectives

Markets Intelligence Prices & Data

Webinars & Events

Real-time News

Critical intra-day alerts delivered in real-time, directly to your desk top or Smartphone

Global Coverage

24hr Service

Global Coal Markets IHS McCloskey Coal Report, Fax & Newswire

North American Coal Market • US Coal Review• Coal & Energy

Price Report• McCloskey Coal

Report

Chinese Coal Market • China Coal Daily• China Coal

Monthly• McCloskey Coal

Report

APAC & African Markets• Australian Coal

Report• Coalfax• Indian Coal Report• South African

Report• McCloskey Coal

Report

Coal Country Profiles for following regions:• Asia • Europe • Latin America

Steam Coal Country Profiles for following regions:• Europe• Asian countries

Metallurgical Coal Service• Inside Coal

(Daily)• Met Coal

Quarterly

Steam Coal Service• Annual,

Quarterly, Monthly Reports

• Short & Long-term Outlooks to 2050

• Forecasts Data for Price, Freight, Cost Supply/Demand

• 10yr Met Coal Outlook

• Competitive Fuel Price Report

• Strategic Reports• Regional Reports

(China & Americas)

• Country Profiles

All publication focused on prices, opportunities, losses in the markets.

All publication focused on imports/exports and changes in the markets.

Data History & Outlooks• Proprietary

Prices, Indices and Benchmarks

• OTC Trades, Swaps, Spot & Contract Prices

• Daily Freight Assessments / Freight Rates

• Coal Trade Import/Export Supply/Demand

• Global Production / Consumption

• Mine Costs• Stocks at Power

Stations/Mines/Port

• Ports Throughput

• Tenders

Event workshop presentation materials

Webinar recordings and presentation materials

Many Deliverables appear in more than one tab..

*This is an example of key research deliverables. More research is available on this page in Connect.


52

Coal AnalyticsIn the Coal Research page, click on Coal Analytics in the Primary Tools section to customize and visualize Coal data.

View chapters and sub-chapters.

Customize data by using the filter options.

Click on the 3-dot menu to export data.


Regional Power, Gas, Coal and Renewables

53

Features analysis and data on regional market fundamentals, the policy landscape and

changing consumer demands.


54

Regional Gas: North America

• A report summarizing the short-term market drivers and trends and accompanying data set with forecasts to 2050 for

natural gas monthly pricing (Henry Hub and 29 key pricing points); storage; supply/demand balances; pipeline flows; and

play-level unit cost, production, and drilling activity.

• Individual reports summarizing regional markets and accompanying data set with corresponding supply/demand balances.

• Provides a short-term (two-week) outlook for US lower-48 storage injections and withdrawals outlook and discusses the

impact on natural gas prices.

• A listing of pipeline expansion projects that have been announced in the US Northeast, Midwest, and Southeast/US Gulf

Coast regions and in eastern Canada; key details, such as estimated capital costs, project scope (e.g., additional pipeline

and/or compression), and transportation capacity costs included in database for each project.

• A report summarizing the market outlook to 2025.

• A report summarizing the market outlook to 2050.

• Coal: A highly detailed, industry-best supply/demand balance sheet, broken out nationally and on a basin-by-basin basis,

with monthly and annual numbers, consisting of thermal and met coal production, thermal and met coal exports by port,

thermal imports, and utility and industrial demand; stockpile outlook for each basin (key drivers in our price outlook), which

is presented for key specifications from each basin.

North America Gas

Europe Gas

Greater China Gas

Latin American Gas

South & Southeast Asia Gas


North America Gas

Europe Gas

Greater China Gas

Latin American Gas


55

Regional Gas: Europe

• Report describing long-term demand, supply, and price outlooks for eight traded markets and seven oil-linked contracts.

• Short- and long-term sectoral demand outlook and supply projections (LNG, Russia, Norway, etc.)

• Monthly prices for NBP, Zeebrugge, TTF, generic long-term contract.

• Compares competitiveness of gas versus coal, oil, and oil products.

• National and regional storage balance, planned new storage, and future flexibility requirements.

• Traded volumes and liquidity at main trading points and insight into regulatory and other changes that may affect liquidity.

• Market fundamentals and commentary on key drivers affecting the five-year market outlook.

• Yearly, monthly, quarterly HDDs and CDDs per country.

• Gas storage utilization data and recent market views.


• Developments in fundamentals, industry structure, policy and regulation, infrastructure, historical prices by end-user sector.


North America Gas

Europe Gas

Greater China Gas

Latin American Gas


56

Regional Gas: Greater China

• Natural gas: Data tables, quarterly Market Briefings, outlooks for provincial demand by sector and regional supply by

source, long-term citygate price outlooks, long-term industrial retail price outlooks, and Strategic Reports.

• Company analysis: Gas utility profiles updated annually; strategic analysis; LNG procurement insights; company profiles

including gas utilities, e.g., ENN Group and Beijing Gas Group Company Limited.

• Provincial-level analysis: Provincial-level long-term outlooks for gas, provincial gas insight, and provincial profile.

• Policy and geopolitics: Carbon policy and carbon price outlooks; politics, policy, and regulatory Strategic Reports.




North America Gas

Europe Gas

Greater China Gas

Latin American Gas


57

Regional Gas: Latin America

• Report that analyzes project pipelines and market updates, while breaking down trends underlying each market’s midterm

outlook, and regional trade and LNG imports.

• Natural gas outlooks for production, import/export levels, and end-user demand.

• Report with natural gas prices (historical and outlooks) outlining relevant inputs with key highlights and implications.


• Individual country profiles covering policy, economic trends, market fundamentals, market structure, and regulatory

framework in the natural gas sector.

• Deliverables including Latin America, with detailed country analysis for Mexico, Colombia, Peru, Brazil, Argentina,

Venezuela, Chile, Ecuador, and Bolivia unless specified.


North America Gas

Europe Gas

Greater China Gas

Latin American Gas


Gas

58

Regional Gas: South & Southeast Asia Gas

• In-depth analysis of energy market fundamentals and outlooks to 2050: India Natural Gas Market Profile; Bangladesh,

Pakistan, and Sri Lanka Energy Profiles, Myanmar, Philippines, Vietnam, Indonesia, Singapore, Thailand and Malaysia.

• Reviews recent market trends and data, policy changes, and the ways these trends alter the energy landscape: India

Natural Gas Quarterly.

• Monthly updates of data on gas supply, demand, pricing, and infrastructure.


• In-depth analysis of natural gas sector: Market structure and regulation, fuel supply and demand by sector, energy demand


• Historical data and forecasts for energy supply, demand, and infrastructure: Energy supply by fuel and key drivers, gas

production and trade, demand by sector, proposed infrastructure projects, and IHS Markit outlook for development time line.

• Key investment opportunities and risks by sector (gas upstream, midstream, and downstream).

• Government policy—targets and implementation challenges: Review of key energy policy documents and government gas

plans and comparison of IHS Markit outlook with government targets, highlighting differences.

• Energy price formation, policy, and fuel price outlooks: Gas wellhead and end-user pricing, drivers and constraints to pricing

reforms, and outlook on fuel prices.


59

Regional Power and Renewables: North America

Power

• A comprehensive outlook to 2050 for 21 power markets including underlying economic indicators, power demand, new

supply cost characteristics, generating capacity retirements and additions, average capacity factor of generation supply

across fuels/technologies, fossil fuel prices at relevant delivery points, emission allowance prices, wholesale power prices,

spark spreads, dark spreads, implied heat rates, and capacity values.

• An updated outlook of wholesale power prices, spreads, and implied heat rates reflecting the latest fossil fuel price

outlooks.

• Six reports (covering 21 power markets) and a single overview report highlighting insights, trends, and assumptions that

underpin the North American power market outlook to 2050.

• Primers on 21 North American power markets.

• Data sets detailing announced coal plant retirements, pollution control retrofit projects, and conventional power plant

transactions.

• An outlook to 2025 for all the elements of power plant capital costs, including equipment, steel, engineering and

procurement, electrical cabling, construction labor, and other construction and civil engineering costs.

• A report providing an overview of recent trends and a near-term update to cost trend forecast.

North America

Power and Renewables

Europe


Greater China


Latin America





North America


Europe


Greater China


Latin America




60

Regional Power and Renewables: North America

Renewables

• Quarterly updates on renewable policy developments, offtake contracts, M&A transactions, and development activity;

regional REC supply/demand balances and 10-year outlooks.

• State-level build projections through 2030 for wind, solar, biomass, geothermal, small hydro, and ocean energy markets.

• Technology cost and evolution outlooks for wind, utility, distributed solar PV, and battery storage technologies through 2030.

• A project-by-project breakdown of the top wind and solar asset owners and their recent activity.

• Analysis following key market activity in policy developments, contract announcements, M&A, and competitive activity

throughout the renewable energy industry.

• Annual review of M&A activity and trends by technologies and owners.


61

Regional Power and Renewables: Europe

Power

• Report describing key drivers and long-term demand, supply, and price outlooks.

• GDP, power demand, installed capacity, annual capacity additions, annual generation by technology and country.

• Assumptions and analysis supporting short-term outlook for fuel and carbon, power prices, and spreads.

• Review of EU ETS price drivers—power market dynamics, emissions by sector, offset use, and carbon price outlook.

• Short-term outlook for base-load and peak wholesale power prices.

• Review of key policy developments at EU and national level, affecting supply/demand fundamentals.

• Electricity demand figures split by sector on a yearly, quarterly, and monthly basis.

• Country-specific retail price evolution and breakdown.


• Country profiles covering policy and market fundamentals.

North America


Europe


Greater China


Latin American





62

Regional Power and Renewables: Europe

Renewables

• Support levels for wind, solar, biomass, and other technologies, broken down by country and different scales of technology.

• Outlook to 2025 and background data for green certificate prices in Romania, Poland, Nordics, and the United Kingdom.

• Renewable policy updates, market activity (pipeline development of major players in wind, PV, and biomass).

• Outlook to 2050 for biomass, large and small hydro, pump storage, onshore and offshore wind, solar PV and CSP,

geothermal, and ocean.

• M&A activity analysis and transactions database.

• Overview of top 20 RES owners' portfolios (by country, technology) and top 15 owners of large hydro, wind, solar, and

biomass.

• Comparative prices and current revenue levels of new-build renewable energy technologies.

• Overview of the solar PV development activity during the previous year; top 20 developers by type of player, project type,

and location.

• Executive briefings analyzing recent market developments—industry, technology, and competitive trends.

• Analysis and forecasting of specific geographic, technology, value chain trends affecting renewable markets.

• Strategic Reports/Market Briefings: Periodic reports covering topics relevant for strategic decision-making processes and

providing insight into issues affecting the European steam coal market.

North America


Europe


Greater China


Latin American





North America


Europe


Greater China


Latin American




63

Regional Power and Renewables: Greater China

Power

• Electric power: Data tables; quarterly Market Briefings; wholesale and retail price data; outlooks for provincial demand by

sector, supply by technology, and system reserve margins; regional cost of generation; transmission infrastructure outlook;

retail tariff outlooks (wholesale and retail for select provinces); and Strategic Reports.

• Company analysis: Power utility profiles updated annually; strategic analysis; company profiles including large power

generators, e.g., China Huadian Corporation and China Guodian Corporation.

• Provincial-level analysis: Provincial-level long-term outlooks for power, provincial power insight, and provincial profile.





North America


Europe


Greater China


Latin American




64

Regional Power and Renewables: Latin America

Power

• Report that analyzes capacity additions, changes in reserve margins while providing key power trends and drivers,

technology shifts, market updates, and a 10-year outlook for supply/demand balance.

• Power demand, installed capacity, annual capacity additions, annual generation by technology and country.

• Historical price report outlining relevant inputs with key highlights and implications; Mexico and Brazil power prices including

long-term outlooks for selected industrial and average residential/commercial tariffs.

• Snapshot of the competitiveness of each generation technology in the Brazilian and Mexico power market.


North America


Europe


China


Latin American




65

Regional Power and Renewables: South & Southeast Asia

Power

• In-depth analysis of energy market fundamentals and outlooks to 2050: India Power Market Profile, Bangladesh Power

Market Profile, Pakistan Power Market Profile, Sri Lanka Energy Market Profile, Myanmar, Philippines, Vietnam, Indonesia,

Singapore, Thailand and Malaysia.

• Reviews recent market trends and data, policy changes, and the ways these trends alter the energy landscape: India Power

Quarterly.

• Monthly updates of data on power supply, demand, pricing, and infrastructure.


• In-depth analysis of power gas sector: Market structure and regulation, fuel supply and demand by sector, energy demand


• Historical data and forecasts for energy supply, demand, and infrastructure: Energy supply by fuel and key drivers, power

generation, demand, capacity, proposed infrastructure projects, and IHS Markit outlook for development time line.

• Key investment opportunities and risks by sector and power capacity requirements by fuel.

• Government policy —targets and implementation challenges: Review of key energy policy documents and government

power plans and comparison of IHS Markit outlook with government targets, highlighting differences.

• Energy price formation, policy, and fuel price outlooks: Electricity tariffs and power supply costs, drivers and constraints to

pricing reforms, and outlook on fuel prices.


North America Coal

Europe Coal

Greater China Coal

Latin American Coal

South & Southeast Asia Coal

66

Regional Coal: North America

• Strategic Reports/Market Briefings (periodic): Providing insight into issues relating to the North American steam coal

market.

• A highly detailed, industry-best supply/demand balance sheet, broken out nationally and on a basin-by-basin basis, with

monthly and annual numbers, consisting of thermal and met coal production, thermal and met coal exports by port, thermal

imports, and utility and industrial demand; stockpile outlook for each basin (key drivers in our price outlook), which is

presented for key specifications from each basin.

• US Steam Coal Market Update (monthly): Five-year outlook for US steam coal spot prices, historical US and international

steam coal spot market prices, and average prices for coal delivered to US power plants.

• Americas Steam Coal Market Update: Quarterly review of supply and demand in key coal markets in North and South

America.

• Steam Coal Forecaster (Executive Summary): Quarterly review of short-term supply/demand forecasts for major

importing and exporting countries.


North America Coal

Europe Coal

Greater China Coal

Latin American Coal


67

Regional Coal: Europe

• Strategic Reports/Market Briefings: Periodic reports providing insight into issues relating to the European steam coal

market.

• Europe Steam Coal Market Update: Quarterly review of supply and demand in Europe’s key coal markets with country-

level analysis for major demand markets.

• European Competitive Fuel Price Report: Quarterly assessment of the trends that affect the current and future outlooks

for gas, coal, and oil products; integrated view, compiled through collaboration among IHS Markit energy and economics

experts, incorporating macroeconomic and price forecasts for gas, including 10 traded markets and 10 import price indices.


importing and exporting countries and assumptions on and analysis of events affecting the short-term steam coal outlook.

• Country profiles (European): Covering policy and market fundamentals.


68

Regional Coal: Greater China

• Coal: Supply/demand data tables, quarterly Market Briefings, price data tables, supply cost database (by production unit),

price outlooks (Qinhuangdao and Guangzhou delivered), and Strategic Reports.

• Company analysis: Coal profiles updated annually and strategic analysis.

• Provincial-level analysis: Provincial-level long-term outlooks for coal, provincial coal insight, and provincial profile.





importing and exporting countries.

North America Coal

Europe Coal

Greater China Coal

Latin American Coal



North America Coal

Europe Coal

Greater China Coal

Latin American Coal


69

Regional Coal: Latin America

• Strategic Reports/Market Briefings: Periodic reports providing insight into issues affecting the Latin American steam coal

market

• Americas Steam Coal Market Update: Quarterly review of supply and demand in key coal markets in North and South

America


importing and exporting countries

• Country profiles (Latin American): Covering policy and market fundamentals.


North America Coal

Europe Coal

Greater China Coal

Latin American Coal


Coal

70

Regional Coal: South & Southeast Asia

• In-depth analysis of energy market fundamentals and outlooks to 2050: India Coal Profile; Bangladesh, Pakistan,

Sri Lanka Energy Profiles, Myanmar, Philippines, Vietnam, Indonesia, Singapore, Thailand and Malaysia

• Reviews recent market trends and data, policy changes, and the ways these trends alter the energy landscape: India Coal

Quarterly

• Monthly updates of data on coal supply, demand, pricing, and infrastructure

• Timely analysis of market trends and policy announcements, with implications for investors

• In-depth analysis of coal sector: Market structure and regulation, fuel supply and demand by sector, energy demand drivers

and fuel competition, key market players, and private sector role

• Historical data and forecasts for energy supply, demand, and infrastructure: Energy supply by fuel and key drivers, coal

supply and demand by sector, proposed infrastructure projects, and IHS Markit outlook for development time line

• Government policy—targets and implementation challenges: Review of key energy policy documents and government coal

plans and comparison of IHS Markit outlook with government targets, highlighting differences

• Energy price formation, policy, and fuel price outlooks: Regional coal prices, drivers and constraints to pricing reforms, and

outlook

on fuel prices

• Steam Coal Forecaster (Executive Summary): Quarterly review of short-term supply/demand forecasts for major importing

and exporting countries


Russian and

Caspian Energy

71

Regional Power, Gas, Coal, and Renewables: Russian and Caspian Energy

All fuels coverage

Key deliverables:

• Strategic analytical reports:

- Reports of different lengths and depth of coverage: Strategic Reports, Watches, Market Briefings, Insights, Market Alerts,

and more.

• Short analytical pieces (memos/alerts).

• Workshop/forum events and discussions.

• Selected analytical data sets: Eurasian Gas Export Outlook, national oil and gas balances, energy production tables, etc.

• Topics

• All energy sectors and aspects:

- Upstream oil and gas: Production, reserve and resource base, taxation and fiscal terms, and regulation and investment

environment.

- Midstream and downstream issues for oil and gas: Pipelines and transportation, refining, and exports.

- Electric power (thermal generation, hydro, nuclear, and renewables) and coal (production and exports).

- Energy consumption and domestic energy markets.

• Immediate, regular analysis of important topics that reflect broader concerns and issues:

- Economic development and prospects

- Politics/political power

- Regulatory issues/legislation

- Upstream and downstream developments and prospects/taxation and fiscal terms.

- Company activities, strategies, and performance

- Analysis of regional political issues and energy transit.


72

Regional Power, Gas, Coal, and Renewables: Russian and Caspian Energy

All countries within region:

Key focus areas:

• Russian oil and gas developments and regional upstream developments in Kazakhstan, Turkmenistan, Azerbaijan, and

national oil companies.

• Domestic energy markets (i.e., consumption trends and pricing) and export issues across region (i.e., transportation,

markets, and prices.)

• Politics, economics, and geopolitical risks.

• State policy and regulation.

- Russia,

- Kazakhstan

- Turkmenistan

- Ukraine

- Belarus

- Azerbaijan

- Uzbekistan

- Georgia

- Tajikistan

- Kyrgyzstan

- Moldova

- Armenia

Russian and

Caspian Energy


73

In Connect, hover over the Energy Megamenu > Power, Gas, Coal and Renewables > and click on a Region.

Regional Power, Gas, Coal & Renewables in Connect


74


Regional Power, Gas, Coal & Renewables Home Page Navigation



75

Use the left-hand rail to click on Research to browse all Regional Power, Gas, Coal and Renewables research.

Regional Power, Gas, Coal & Renewables Research Page Navigation





76


Regional Power, Gas, Coal & Renewables Analytics


Access Power and Natural Gas chapters and sub-chapters.




AnalyticsCustom platforms that allow for interactive access to datasets and unique visualizations..

77


78

Hover over the Energy Megamenu > Power, Gas, Coal and Renewables to access European Power Analytics and LNG

Analytics.

Analytics


79

Provides detailed asset valuation metrics for power generation.

European Power Analytics Deliverables

Deliverable Content Frequency

Valuation metrics • Annual gross realized margin: sum of hourly spreads for standardized plants• Six predefined efficiency and variable operation and maintenance• Thermal: fully flexible• Wind and solar: representative profile

• Captured prices• Capacity prices• Utilization: full-load-equivalent operating hours per year for thermal plants• Technologies covered: CCGT, steam coal, solar PV, wind

Quarterly to 2025Twice per year to 2050Excel

Power prices • Hourly power prices• Relevant fuel prices: monthly for the short term, annual for the long term• Associated annual macro indicators


Generation mix • Generation mix on a quarterly basis• Thermal: natural gas, coal, oil, nuclear• Renewables: wind, solar, hydro, combustible renewables


Sensitivity • Impact of changing commodity, carbon, and renewable outlook on wholesale prices, captured prices, and net revenues for thermal plants • Base case: IHS Markit Rivalry outlook• Forward coal, carbon, and gas prices: for coming year• +/- 2 €/metric ton carbon• +/- 2 $/metric ton coal• +/- 2 €/MWh natural gas• -20% wind and solar additions


European Power Analytics: Key results

• Report highlighting the main results: • Price trends• Price shapes • Asset value

Twice per year Report

Source: IHS Markit © 2018 IHS Markit


80

Research and data are listed in the All and Supply, Demand & Prices tabs.

European Power Analytics Page Navigation




81

A deep dive into the key factors moving the LNG market.

LNG Analytics Framework


82

Perform quick comparatives and benchmarking analysis using historical and forward-looking data.

LNG Analytics

Chapters and Sub-

Chapters provide

clear navigation.

Graphs can be

shown at the

annual, quarterly,

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Graphs are fully

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Customize Your ResearchEmail alert options and your saved research.

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Click on My Connect in the black menu bar to manage Email Notifications by selecting/deselecting the check boxes in the

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My Connect

Click into Settings to set the timing of your alerts. Click Apply.

Retrieve your saved Content by Type and Folder


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Save an individual document into My Connect and apply an email alert to be notified when that document is updated.

Customize Your Research: Save and Follow an Individual Document.

1. Hover over the title of the report and click on the green arrow.

2. Click on the plus sign that appears at the bottom of the dropdown.

3. In the Follow This Publication box that appears, select the Save for later folder or click into the dropdown to create your own folder.

4. Select your email alert preference and click Apply.

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The folders and saved documents are placed in the My Connect section in the top, black menu bar.


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Customize Your Research: Save and Follow a Research Page

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