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Coal reports
The EU’s carbon border tax: aluminium trade at risk, steel sheltered
The EU Commission is set to propose a carbon border adjustment mechanism in June. In metals, steel and aluminium are the top two carbon emitters. T...
The Firth of Forth – net zero at the heart of Scotland
As COP26 comes to Glasgow it brings into sharp focus Scotland's ambitious 2045 net zero target. Industrial emissions account for about 10% of Scotl...
The global ethylene cost curve in a $30/bbl world
The recent fall in the oil price could lead to significant repercussions in the global petrochemicals industry. Brent crude oil this week flirted w...
The growing threat of recession: implications for commodity demand
The global economy is expanding at a healthy pace, but risks are mounting. Trade conflict continues to escalate, while the strains of higher intere...
The IMO's 2020 sulphur limits on marine fuels – what coal exporters and importers need to know
Are you a seaborne exporter or importer of coal? Does the date 1 January 2020 mean anything to you? We're here to convince you that it should. The ...
The impact of iron ore fundamentals on dry bulk freight rates in 2021
The Covid-19 pandemic was another significant headwind for the dry bulk freight market in 2020, following the Brumadinho dam disaster in 2019 that ...
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