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Coal reports
Is China to blame for the collapse of the US aluminium smelting industry?
The sharp price decline in the LME aluminium price in late 2015 forced substantial output cuts in the US. Following the 1 Mt output cuts and subseq...
Is China’s rail freight rate cut for coal working?
China wants more coal to be carried by rail rather than road transport, to help reduce pollution. However, year-to-date coal freight in 2019 has fa...
Is coal still king in South East Asia?
South East Asia power demand is expected to grow at 5% in the next decade. While rest of the world is moving away from coal in the power sector, th...
Is European regas prepared for future LNG supply?
LNG imports to Europe have spiked over the past 12 months. Utilisation has been pushed to record levels, testing import and sendout constraints in ...
Is the Indian government's target of 15% gas penetration by 2030 achievable?
India has set the target to increase the share of natural gas in its primary energy mix from the current 5.6% to 15% by 2030. We estimate this woul...
Is there room for exploration in a future low-carbon world?
What does the energy transition mean for oil and gas explorers? There is a compelling economic case for exploration and our base case demand outloo...
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