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Coal reports
How does OPEC+ agreement and coronavirus impact Mexico's energy market?
With demand destruction on one side and a supply surplus on the other, market dynamics are changing quickly. Waha basis has tightened significantly...
How does the aluminium industry fit in a carbon neutral China?
President Xi Jinping announced to the 2020 UN General Assembly that China will aim to hit peak carbon emissions before 2030 and carbon neutrality b...
How green can steel go: the potential impact on coal and iron ore
Our base case for steel production implies a gradual increase in scrap absorption and a gradual evolution in green ironmaking. In our recent cross-...
How is the coronavirus affecting China’s aluminium market?
The outbreak and subsequent spread of the coronavirus is fuelling uncertainty in the aluminium market. The LME price has already hit a two year low...
How severe is the Indian power sector’s coal crisis?
India’s power demand has been increasing exponentially over the last few months, attributable to a significant uptick in economic activity coupled ...
How will recent declines in gas prices and tariffs for power plants impact China's gas demand?
Since July, China’s key coastal provinces have reduced on-grid tariffs for gas power plants by 20-30%, in some cases to the same level as coal-fire...
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