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Coal reports
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 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 to decarbonise the power source of aluminium smelters
The aluminium industry is in a paradox. The metal is seen as one of the fundamental materials for the world to achieve the energy transition away f...
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...
Impacts of rising commodity prices: ERCOT power and renewables November 2021 STO
Power markets are surging in 2021 due to significantly stronger fuel prices. With natural gas prices expected near $5/mmbtu for the next few months...
Impacts of rising commodity prices: Midwest power and renewables November 2021 STO
Power markets are surging in 2021 due to significantly stronger fuel prices. With natural gas prices expected near $5/mmbtu for the next few months...
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