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Commodity Market Report

Strong steel margins clashed with substantial supply tightness in China and beyond. The result was all time record highs for domestic and CFR China...

Insight

In the April 2022 Strategic Planning Outlook for global thermal coal, we assumed that the Russia-Ukraine conflict will de-escalate during 2022. Rus...

Commodity Market Report

Both domestic and international coal markets continue to rally under intense demand and incredibly tight supply. While a combination of high temper...

Commodity Market Report

Enormous growth potential will keep India the major driver for thermal and metallurgical coal demand. Total power generation and crude steel produc...

Insight

Europe is on the verge of an unparalleled energy crisis this year, provoked by the war in Ukraine and resulting tensions with Russia. With gas supp...

Commodity Market Report

Growth momentum built up in India was lost in Q2 2021 due to second wave of the pandemic. State level restrictions to control coronavirus spread, i...

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