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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 ...
Now you see it, now you don’t: detecting seasonality in seaborne thermal coal markets
In short-term thermal coal forecasting, a significant amount of weight is normally given to the regional seasonal buying patterns of utilities. Thi...
Iron ore: how low can it go?
Having demonstrated remarkable resilience for the past two months, the price of iron ore has taken a big hit in the past two days. We think this is...
Global economic outlook Q3 2022: on the precipice
The global economy is on the precipice and the path to avoiding a global recession is narrow. Although challenges and risks are intensifying, we st...
Australian mining exploration spend is breaking out of trend
Industry analysts are keenly waiting for the next quarterly release of the Australian Bureau of Statistics (ABS) data tracking overall mineral expl...
Gas fuels Asia’s data centre boom
The widespread emergence of generative AI is fueling the recent explosive growth of the global data centre market. Asia Pacific, specifically, is c...
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