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Continued weakness in the property sector could drag China’s GDP growth down to 3.9% in 2024.
The largest metallurgical coal deal in ten years leaves both parties smiling
Supply shortages and increased volatility push the latest metallurgical coal deal close to the 90th percentile breakeven HCC price.
This article provides key insights into the potential impact of carbon pricing on China’s aluminium industry.
Cost curve evolution inevitable as the energy transition accelerates
ESG commitment and strategic positioning will drive deal making
US$75 trillion needed to achieve net zero by 2050.
Explore a scenario where excess Chinese domestic production becomes available to the thermal coal market.
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