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Coal reports
The Australian election: Who are the winners and losers?
Wood Mackenzie and Maplecroft predict the Labor party will win the 2019 Australian election. A range of new climate and energy policies have been p...
The dollar's weakening grip on commodity pricing
The US dollar dominates pricing and payments of energy and metals. But this could be about to change. Geopolitical and economic motivations for dro...
The end of the LNG destination clause?
On 28th July, Japan's Free Trade Commission said that clauses in some LNG contracts that prevent resale of LNG are likely to be anti-competitive. A...
The EU’s carbon border tax: aluminium trade at risk, steel sheltered
The EU Commission is set to propose a carbon border adjustment mechanism in June. In metals, steel and aluminium are the top two carbon emitters. T...
The Firth of Forth – net zero at the heart of Scotland
As COP26 comes to Glasgow it brings into sharp focus Scotland's ambitious 2045 net zero target. Industrial emissions account for about 10% of Scotl...
The global ethylene cost curve in a $30/bbl world
The recent fall in the oil price could lead to significant repercussions in the global petrochemicals industry. Brent crude oil this week flirted w...
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