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Coal reports
Iron ore: 5 things to look for in 2017
For iron ore 2017 could be a mirror image of 2016. Prices will start the year high and finish low. But the balance of risk is tilting towards anoth...
Iron ore: points to watch in 2019
The global iron ore industry starts 2019 in surprisingly good shape. Despite all the rhetoric over a China hard landing, escalating trade tensions,...
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 ...
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