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Coal reports
Steel: 5 things to look for in 2017
In 2016, Chinese steel demand growth was stronger and capacity closures more aggressive than we had anticipated, sending ripple effects across the ...
The aluminium incentive price – time to take projects off the shelf and blow the dust off
We model generic smelters using a mix of greenfield and brownfield projects. We estimate, based on our Cost Service, their respective capital requi...
The end of the LNG destination clause?
On 28th July, Japan's Free Trade Commission said that clauses in some LNG contracts that prevent resale of LNG are likely to be anti-competitive. A...
The ink is dry on the Phase 1 US-China trade deal, now what for US coal exports?
On 15 January 2020, the US and China signed an encompassing Phase 1 trade agreement valued at US$200B over the next two years. Amongst the trade go...
Towards green steel: will the US steel industry rise to the challenge?
The US steel industry has experienced a strong comeback from the pandemic with record highs in steel prices and demand. This steel boom comes in th...
TTF - the clear leader in European gas hub development
Traded volumes across European hubs continued to increase significantly in 2019. Surplus LNG in the global market led to significant additional LNG...
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