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US LNG's biggest risk: coal capacity in US and China
Coal remains key to global gas price formation. Competition between coal and gas in the power sector is a key determinant of gas prices. This is pa...
Can automation repeat its iron ore success with coal?
The move towards automation within the Australian coal sector has been slow compared with its counterparts in the iron ore sector, where the use of...
Global thermal coal long-term outlook H2 2020: What's the post-pandemic prognosis?
Finally, the world can begin to see a path out of the pandemic crisis. Vaccination programs are already underway in various countries and there is ...
Global metallurgical coal short-term outlook August 2020: China’s continuation of import restrictions forces prices lower
China effectively turned off the seaborne demand tap this month. Spot cargo sales to China dropped to a trickle as strictly enforced import rules w...
Kazakhstan’s gas outlook: has it overcommitted to China?
Kazakhstan’s gas sector is coming of age. In 2018, state-owned KazTransGas signed a five-year export deal to deliver up to 1.0 bcfd (10 bcm per yea...
Can Kyzyl-Kuragino railway unlock 25 Mtpa of new Russian coking coal exports?
The Russian government approved the concession agreement to build Kyzyl-Kuragino railway in Southern Siberia. If the railway is built, it could unl...
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