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Coal reports
China's latest 276-day policy easing offers no quick fix for coking coal
On 17 November, China further relaxes its 276-day production limit to all safety-compliant legal mines until March 2017. We expect all operating le...
China's NDRC directive on industry restructuring - will it redefine the polyolefins market?
On 8th April 2019, the China National Development and Reform Commission (NDRC) published the Directory of Guidance for Industrial Restructuring (Ex...
Coal asset report - Millennium coal mine - May 2022
Millenium is a surface mine producing hard coking and PCI coal for export markets. The mine is located 140 kilometres south west of the city of Mac...
Is China to blame for the collapse of the US aluminium smelting industry?
The sharp price decline in the LME aluminium price in late 2015 forced substantial output cuts in the US. Following the 1 Mt output cuts and subseq...
China economic focus August 2022: property recession
China’s property market is in recession and could potentially develop into a systematic financial and economic crisis. However, we expect a managed...
Pulverised Coal Injection: the good, the bad, the ugly
Operating in the shadow of other more prominent steel raw materials, pulverised coal injection (PCI) is a tried and true blast furnace technology, ...
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