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Coal reports
Europe at US$60/t: when do US thermal coals become competitive?
With European thermal coal prices hovering at US$60/t, market participants are asking: when does the US come back into the export market? Since Jan...
Global Gas: Prices, FIDs and Energy Transition
The gas and LNG industry is navigating through strong prices following the record lows through the pandemic. But there is uncertainty about the fut...
Global gas: what to watch in 2017
Increased exports from Sabine Pass is one of the key drivers behind a strong outlook for Henry Hub prices for 2017. But with US LNG deliveries into...
China coal capacity control and replacement plan: a long shot to balance the market
The National Development and Reform Commission released China coal capacity control and replacement plan in July 2016. The plan states how capacity...
China economic focus April 2022: Covid lockdowns weigh on growth
China’s GDP is expected to slow further to 4.4% year-on-year in Q2 from 4.8% in Q1. Covid lockdowns across China in March and April have brought si...
China economic focus August 2021: how will emissions trading impact the economy?
China is stepping up the pace of issuing climate change mitigation policies to meet its 2060 carbon neutrality goal. These policies include the rec...
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