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Coal reports
Global thermal coal: 2023 in review
From the surge in Chinese demand to the dramatic price declines driven by a hangover of high energy coal stocks from 2022 - and a mild winter, 2023...
Global Trends - Energy Transition Outlook: the scalability challenge
We are pleased to release our inaugural Energy Transition Outlook – an entire energy and natural resources value chain assessment of how the next t...
Global trends: what to look for in 2019
The energy transition gathered pace in 2018. Renewables costs fell further, major deployments in energy storage showed the promise of profitability...
Global unconventional upstream in brief: 2020 archive
This monthly briefing highlights current events and the latest play intelligence for unconventional upstream projects globally. Coverage includes s...
Green hydrogen: metallurgical coal’s kryptonite?
Humanity’s ability to make modern steel has centred around blast furnaces and the use of carbon as an essential ingredient since the mid-19th centu...
Growing confidence in thermal coal? Thungela snaps up Ensham
In early February, Thungela and its co-investors (Audley and Mayfair) agreed to buy Idemitsu’s 85% stake in Ensham Resources for A$340 million (US$...
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