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19 February 2019
TVA charts independent course - ignores Trump advice
TVA charts independent course - ignores Trump advice
Ignoring President Trump's advice, the TVA Board voted to close two aging coal plants. Citing economics, and not a "war on coal", TVA will close Pa...
15 February 2019
Global metallurgical coal long-term outlook H2 2018: Challenge for supply as demand grows
Global metallurgical coal long-term outlook H2 2018: Challenge for supply as demand grows
The metallurgical coal market remains in the thrall of the structural change occurring in China's steel and mining sectors. Attempts to deal with e...
14 February 2019
Europe gas demand long-term outlook H2 2018
Europe gas demand long-term outlook H2 2018
Gas demand in Europe in 2018 has stalled for the first time since 2013-14. The return to growth in 2015 was driven by a return to normal weather co...
14 February 2019
Europe energy prices long-term outlook H2 2018
Europe energy prices long-term outlook H2 2018
Oil prices have strengthened marginally compared to our previous view. We expect prices to remain below $70/bbl for 2019/2020, but then move to sus...
14 February 2019
Global gas market long-term outlook - Asia gas and LNG - H2 2018
Global gas market long-term outlook - Asia gas and LNG - H2 2018
Key highlights: - Gas demand growth maintained momentum in 2018 and with the boom in China set to continue, we forecast significantly higher foreca...
13 February 2019
Global thermal coal long-term outlook H2 2018: Limited financing and sudden policy shifts create volatility
Global thermal coal long-term outlook H2 2018: Limited financing and sudden policy shifts create volatility
Limited financing and sudden policy shifts have created volatility in global thermal coal markets. Thermal coal is caught between the grasp of two ...
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