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Coal reports
Why Nord Stream 2 could cost US gas producers US$5 bln
The Henry Hub price is at a 25-year record low. But the forward curve is in steep contango, supported by expectations of limited associated gas sup...
WICET creates opportunity for Glencore's Wandoan
We have assessed projects at the Wiggins Island Coal Export Terminal (WICET) in Queensland, given the potential opportunity to secure spare port ca...
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...
Will China's benchmark thermal coal price keep falling?
The price for Qinhuangdao 5,500 has been trending downward since mid-February, dropping RMB93/t to RMB483/t on 17 April. Existing oversupply, coron...
Will coal-to-gas switching in Japan and South Korea finally become reality in a low oil price world?
Economic coal-to-gas switching has been a regular feature of the European power market over recent years, but economic displacement has remained li...
Will REPowerEU accelerate the energy transition?
The European Commission's REPowerEU plan aims to rapidly reduce reliance on Russian energy imports, without derailing net zero ambitions. Renewable...
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