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Coal reports
How will European steel and iron ore markets cope with coronavirus?
European governments are attempting to limit the spread of Covid-19 by restricting movement. Therefore, many workplaces are reducing output or clos...
What does the Oil Price fall mean for the Gas Market?
On 9th March, Brent fell 30% and has seen continued volatility in the following 24 hours sending a shockwave through the global energy markets. Wit...
Why coking coal prices peak at about US$300/t in a supply shock
Over the past decade, there have been four major supply disruptions to seaborne coking coal, mostly due to floods in Queensland. In each case, the ...
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...
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...
Last mine standing: how much overcapacity is there in the Powder River Basin?
A decade ago, the Powder River Basin produced over 496 Mstpa. Production at the end of 2019 will be 288 Mst. Production will continue to fall over ...
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