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Africa’s upstream: the other side of the energy transition
Around half of Africa’s population do not have access to electricity. The UN goal for sustainable development includes universal access to affordab...
Glencore outbids Yancoal with US$3.5b offer for Hunter Valley coal mines
Glencore announced on June 9, 2017 that it had submitted a proposal for the acquisition of Rio Tinto's interest in NSW thermal and semi-soft coking...
Global thermal coal short-term outlook July 2019: spot prices off the lows but is it too much, too soon?
Spot prices bounced sharply off the lows across the high CV market segment while the Australian 5,500 kcal/kg market and Indonesian coals remain un...
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...
Can power demand for gas sustain record-breaking levels through the summer?
With Henry Hub trading close to summer 2015 levels, reduced coal contracting and coal unit retirements sets up strong growth in gas demand for July...
Global coal M&A activity: Australia drives rebound
Global coal M&A spend (ex. China and India) rebounded strongly in H1 2017, but the number of deals continued to fall. While we do not presently rep...
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