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Coal reports
Can Kyzyl-Kuragino railway unlock 25 Mtpa of new Russian coking coal exports?
The Russian government approved the concession agreement to build Kyzyl-Kuragino railway in Southern Siberia. If the railway is built, it could unl...
Can the dry bulk shipping industry maintain supply discipline?
The maritime bulk shipping sector remains in a profound crisis. Weak growth in dry bulk seaborne trade, the ongoing addition of new bulk carrier ca...
Can Vietnam's power plan generate US$170 bn of investment?
Vietnam has an urgent need of power stemming from its position as South East Asia's fastest growing economy and poor track record of project delive...
Can we give the UK’s energy plan 10 points?
Any government pursuing ambitious emissions reduction goals must maintain a broad and robust energy policy framework. To underline its priorities a...
Diversifed miners Q3-22 reported results review
The basket prices of the iron ore majors suffered in Q3 as a precipitous drop in iron ore prices overwhelmed other price moves. Benchmark iron ore ...
Diversified miners Q1-22 reported results review
Buoyant miners exposed the reality of the operating environment in Q1 production updates. Building on record margins and pay-outs in 2021, the mine...
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