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Senin, 14 Maret 2011

Natural disaster & thermal coal - JP Morgan

Natural disaster & thermal coal – Japan has 56 nuclear reactors providing about 20% of the nation’s electricity. Eleven reactors shut down as a result of the earthquake. Japanese government on Friday declared an emergency at Tokyo Eletric's Fukushima Daiichi plant. Government nuclear agency confirmed the radiation level at the gate of the plant was eight times as high as normal. Fukushima Daiichi has six reactors all built in the 1970s, and three were operating when the quake happened.

The strength of one of the two quakes on the other side of Japan sea coast measured 5 on the Japanese scale in Kashiwazaki City, home to another large nuclear plant. NHK reported the quakes did not affect the operations of the plant. In the past, Tokyo Electric's seven reactor Kashiwazaki-Kariwa plant has operated as much as 8200 megawatts of generating capacity at the site, about 20% of the total energy supply of the company, which has 28 million customers in the Tokyo area. (Asia Wall Street Journal). My take – medium term upside risk to thermal coal price if the re-starting of the nuclear plants is prolonged, and long term upside risk if the disaster leads to re-thinking of nuclear energy mix.

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