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Coal reports
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...
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...
What could sustain LNG prices “stronger for longer”?
Our current outlook is for the LNG market to remain relatively tight through to 2025 before a new wave of LNG supply results in yet another structu...
Shandong's aluminium smelters feel the heat of power pricing reforms
On 14 September 2018, Shandong provincial government announced it will regulate power price policies for coal-fired captive power plants (CPPs). Un...
Natural gas: friend or foe in Europe’s 2030 emissions target?
Mention of natural gas as a 'bridging fuel' in the energy transition seems to have gone quiet over the last year or so, as net zero has become the ...
China gas and power month in brief: gas reforms keep rolling out while coal faces headwinds
The plummets in power and gas demand in January could be misleading. They are more down to the timing of the Chinese New Year in 2017 compared with...
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