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China's power outages reflect coal's resurgence in 2021
Since early September, China has implemented wide-scale power cuts focused on energy-intensive industries, causing major disruptions in domestic an...
Oil market pain: checking on supply and demand progress
Events are moving swiftly since the 6 March OPEC+ meeting broke up without an agreement to cut production. Since then oil demand outside China is t...
The global ethylene cost curve in a $30/bbl world
The recent fall in the oil price could lead to significant repercussions in the global petrochemicals industry. Brent crude oil this week flirted w...
QHD price soars, when will it peak?
China’s benchmark thermal QHD coal price has soared this spring – it’s usually at a low this time of year. Strong demand is behind the unseasonal p...
How does the aluminium industry fit in a carbon neutral China?
President Xi Jinping announced to the 2020 UN General Assembly that China will aim to hit peak carbon emissions before 2030 and carbon neutrality b...
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...
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