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Coal reports
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...
The growing threat of recession: implications for commodity demand
The global economy is expanding at a healthy pace, but risks are mounting. Trade conflict continues to escalate, while the strains of higher intere...
The IMO's 2020 sulphur limits on marine fuels – what coal exporters and importers need to know
Are you a seaborne exporter or importer of coal? Does the date 1 January 2020 mean anything to you? We're here to convince you that it should. The ...
The impact of iron ore fundamentals on dry bulk freight rates in 2021
The Covid-19 pandemic was another significant headwind for the dry bulk freight market in 2020, following the Brumadinho dam disaster in 2019 that ...
The ink is dry on the Phase 1 US-China trade deal, now what for US coal exports?
On 15 January 2020, the US and China signed an encompassing Phase 1 trade agreement valued at US$200B over the next two years. Amongst the trade go...
The new strike on Mexico’s energy sector: AMLO’s reform initiative to the Electricity Industry Law
On 1 February 2021, President Andres Manuel López Obrador issued an initiative with preferential processing to modify the Electricity Industry Law ...
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