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Coal reports
Labor win in Australia to accelerate shift to a low-carbon economy
On 21 May, the Labor Party declared victory in Australia’s federal election, marking an end to the incumbent Liberal-National Coalition, which held...
LNG: 2021 in review
Following the oversupply and price collapse in 2020, the global LNG market took a 180-degree turn in 2021. Global supply was no match for the stren...
Major diversified miners: where is the risk?
To understand the relative risk exposure of the major diversified mining companies, we have combined Wood Mackenzie’s Metal and Mining Tool's corpo...
Met coal’s 2021 price rise – why this spike is different
If you think the current record-breaking price spike feels different, you would be correct. This year’s rapid rise has left the iconic shocks of 20...
China research trip - Coal demand falling in China's eastern provinces
China’s coal market is showing an abnormal trend in Q2 – both supply and demand are lower than expected. To find out what is driving this market be...
China unveils 'blue sky defence' action plan: what are the implications?
On 3 July 2018, China’s State Council released the full text of a three-year action plan to curb air pollution by 2020. The plan follows through th...
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