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Global thermal coal short-term outlook May 2020: lockdowns are ending, is there a recovery in sight?
Lockdowns around the globe ended in May and the results were immediate. Power demand improved throughout the month for every major country for whic...
Global thermal coal: 5 things to look for in 2019
After a year of ups and downs, the thermal coal market is unlikely to return to any state of calm. Instead we expect 2019 will continue thermal coa...
Fruitland CBM unconventional play
The San Juan Basin Fruitland CBM play, located in southwest Colorado and northwest New Mexico, is the most successful CBM play in North America, ha...
Global product markets short-term outlook Q2 2019: Summer gasoline to the rescue
In this report we set out our forecast for refinery margins and oil product markets in Q2 2019. The implementation of IMO specification changes in ...
13th Indonesia Energy Forum: focus issues
At the 13th Indonesia Energy Forum, held in Jakarta on 13 March 2019, we presented a series of shorter papers on Indonesia-focused issues. What is ...
2019/2020 PJM Capacity Auction: Week-ahead Detailed Price Guidance
This Insight summarizes our price guidance in advance of the PJM auction with details around supply and demand curves, assumptions and risks. Over ...
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