Thermal coal outlook reports
Evaluate the thermal coal outlook with short-term and long-term forecasts. Understand market fundamentals and support better decisions with industry-leading analysis. Our experts provide unparalleled insight on the thermal coal forecast to support your business.
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Thermal coal outlook reports
Underinvestment in coal: are producers crying wolf or is there a true need for coal investment?
The coal project pipeline is notionally strong, with sufficient capacity available under our base case. But poor performance of operating mines is ...
Understanding the next commodity price cycle - can Indonesia adapt?
Nicholas Browne, Research Director, Gas & LNG, presented at our 13th Indonesia Energy Forum in Jakarta on 13 March 2019. - The global fundamentals ...
Vale sells Moatize to Jindal as it exits coal
In late December, Vale agreed to sell Moatize and its Nacala Logistics Corridor to Vulcan (part of the Jindal Group) for US$270 million. The transa...
South African coal producers competitive due to weak currency
We recently conducted a coal research trip to discuss the latest developments within the South African and Mozambique coal industries. While most p...
The case for coal to LNG switching in Japan and South Korea: nearly there?
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 i...
The Coronavirus: Assessing the impacts on bulks
The Coronavirus epidemic emanating from Wuhan in central China has started to undermine domestic economic sentiment. While it is impossible to accu...
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