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Coal reports
Global Gas: Prices, FIDs and Energy Transition
The gas and LNG industry is navigating through strong prices following the record lows through the pandemic. But there is uncertainty about the fut...
Global gas: what to watch in 2017
Increased exports from Sabine Pass is one of the key drivers behind a strong outlook for Henry Hub prices for 2017. But with US LNG deliveries into...
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...
Global spread of Covid-19 derailing the world economy
Strategies to contain the spread of coronavirus have a negative economic effect. Stock markets and commodity prices are reeling on concerns of a re...
Global coal M&A activity January 2020: thermal divisions under scrutiny
The 2019 collapse in coal sector deal-making surprised, although a decline was expected following a US$14 billion splurge over the previous two yea...
Global coal M&A activity May 2021: ESG commitments bolster pipeline
Global M&A coal spend (ex. China and India) rebounded to US$3.5 billion in 2020. A resurgence in deal confidence was somewhat surprising given the ...
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