Sources of information disclosed about thermal fuels
This page contains links to information about thermal fuels. The list is not exhaustive and aims to help people find information that may be useful in understanding how thermal fuel availability and prices impact the electricity market.
This list of items will be updated as we become aware of new information. A new discussion will be added on the forum with the information disclosure tag each time the list is updated, allowing members to follow the tag (see the top right of the page at the link above) and receive notifications of new material.
Please start a discussion and use the information disclosure tag to suggest items that could be added to the list or to correct an existing item.
Gas information
Gas industry information portal (Gas Industry Company)
Information about production and major user consumption, storage levels, planned production outages, and other related gas information. Updated as new information becomes available.
Gas storage (Contact)
Information about historical gas storage. Updated monthly.
Gas costs (listed companies)
Selected information about the historical cost of gas purchases.
www.contact.co.nz/aboutus/investor-centre/reports-and-presentations#Annual-and-half-year-reports
www.contact.co.nz/aboutus/investor-centre/reports-and-presentations#Operating-reports
Gas contracted by generators (listed companies)
Information on contracted gas purchase rights is typically disclosed in investor presentations accompanying half and full-year financial results.
Gas production outages (field operators)
Information on current and planned outages. The Gas Industry Company publishes notices received from field operators.
Coal information
The closing balance of the coal stockpile at the Huntly plant (Genesis Energy)
Historical information updated quarterly.
Coal use and purchases (Genesis Energy)
Historical information updated quarterly.
International coal prices (various)
Monthly average coal prices for benchmark thermal coal. Indonesian-sourced coal is most relevant (Argus) but prices for Newcastle coal are a reasonable proxy.
www.argusmedia.com/en/commodities/coal (Note: requires a subscription to access)
International coal futures prices (various)
Newcastle futures contract prices for benchmark coal for 5+ years ahead.
Diesel information
Imported diesel costs (MBIE)
Weekly data on the cost of imported diesel from Singapore. This information provides a good indicator of historical fuel cost trends (excluding taxes and domestic transport costs) for large diesel-fired plant.
International diesel futures prices (CME Group)
Futures prices for diesel from Singapore provide a good indicator of expected wholesale price trends for diesel.
