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Coal reports
What could sustain LNG prices “stronger for longer”?
Our current outlook is for the LNG market to remain relatively tight through to 2025 before a new wave of LNG supply results in yet another structu...
Whitehaven bets on coking coal in US$200 million deal for Winchester South
On the 22nd March, Whitehaven announced it had agreed to purchase Rio Tinto's 75% interest in the Winchester South coking coal project in Queenslan...
Why Chinese aluminium smelters could be spared from higher power costs
China’s coal-fired captive power plants are increasingly under closer scrutiny, as the government pushes harder on liberalising the power market, t...
Why didn’t China’s strong steel production benefit domestic coal miners?
After coronavirus was largely contained early in the country, China’s economy has seen major recovery. GDP year-on-year growth reverted from -6.8% ...
Why Indonesian coal production is still increasing despite low prices
During our a recent research trip to Jakarta, we met with 15 stakeholders in the coal industry, including. They include producers, contractors , an...
Will China choose gas or electricity for cleaner heating?
In 2017, the Chinese government set targets to replace the use of coal for winter heating in the north of the country. Gas used to sit at the very ...
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