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15 February 2019

Global metallurgical coal long-term outlook H2 2018: Challenge for supply as demand grows

Commodity Market Report

Global metallurgical coal long-term outlook H2 2018: Challenge for supply as demand grows

Robin Griffin

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

Commodity Market Report

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

Commodity Market Report

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

Commodity Market Report

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

Commodity Market Report

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 ...

15 February 2019

Iron ore price impact following the tragic tailings dam failure

Insight

Iron ore price impact following the tragic tailings dam failure

Three weeks since the tragic tailings dam failure at Corrego do Feijao, Minas Gerais, there are still more questions than answers regarding immedia...

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