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Coal reports
China's commodity markets: 5 things to look for in 2017
With the Chinese New Year holiday behind us, we are looking ahead to what the year of the rooster could have in store for China's commodity markets...
China's latest 276-day policy easing offers no quick fix for coking coal
On 17 November, China further relaxes its 276-day production limit to all safety-compliant legal mines until March 2017. We expect all operating le...
China's NDRC directive on industry restructuring - will it redefine the polyolefins market?
On 8th April 2019, the China National Development and Reform Commission (NDRC) published the Directory of Guidance for Industrial Restructuring (Ex...
Chinese steel capacity reduction: focus shifts from closures to swaps
By 2017, China announced the closure of 115 Mt of steel capacity including some 15 Mt net reduced via the country's steel capacity swap scheme. Und...
Cilegon (BOF) steel plant
The POSCO PT Krakatau JV was established in August 2010 to build an integrated steel plant next to PT Krakatau’s existing Cilegon steel plant. The ...
Clearing the air on Lithium
The race to produce enough lithium to fuel the energy transition is well underway. With this production comes emissions. In this insight, we invest...
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