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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 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...
Huangmu zinc smelter
The Lanping ore deposit was discovered in the 1970s and was initially exploited by a number of small mines and smelters, one of the latter was Huan...
Global seaborne thermal coal outlook under the Russia ban scenario
In the April 2022 Strategic Planning Outlook for global thermal coal, we assumed that the Russia-Ukraine conflict will de-escalate during 2022. Rus...
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