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What does the global oil market look like in 2019?
Assuming OPEC continues its policy of production restraint through end-2019, we expect the oil market to tighten in 2019. At 1.0 million b/d, globa...
What is the future for US coal markets under Trump vs Biden?
United States voters are expected to cast ballots by 3 November 2020 for the next US President and other major political offices across the country...
What’s driving the diverging coal supply trends in China’s key mining areas Ordos and Yulin?
Ordos in Inner Mongolia and Yulin in Shaanxi province are China’s two largest coal-producing prefectures. Together, they have contributed more than...
Who will finance coal-fired power in Asia?
Coal has played a key role in meeting rapidly growing power demand in Asia. Given the massive future power requirements in supporting the economic ...
Why coking coal prices peak at about US$300/t in a supply shock
Over the past decade, there have been four major supply disruptions to seaborne coking coal, mostly due to floods in Queensland. In each case, the ...
Will China’s seaborne thermal coal imports slump with increasing domestic supply?
The Russia-Ukraine conflict has resulted in a global energy crisis and soaring energy prices. The soaring seaborne coal price is partly why China’s...
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