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Coal reports
Steel: 5 things to look for in 2020
Chinese steel demand will finally peak in 2020. But with China responsible for half of the worlds steel demand, any divergence from this view will ...
Battle for the future 2020: Asia Pacific power and renewables competitiveness
This report provides an analysis and outlook to 2050 for power technology and generation cost trends in Asia Pacific. It includes levelised cost of...
Hopes of a return to “normal” winter erased: Midwest power and renewables January 2020 short-term outlook
Henry Hub moved below $2 in January as hopes of a return to normal winter fades – It’s the lowest prices since spring 2016 and lowest during Januar...
China’s LNG imports decreasing: what is ahead for the remainder of 2022?
China’s gas demand has been under pressure since Q4 2021 due to the economic slowdown, higher import prices, coal-friendly policy and a warmer past...
13th Indonesia Energy Forum: focus issues
At the 13th Indonesia Energy Forum, held in Jakarta on 13 March 2019, we presented a series of shorter papers on Indonesia-focused issues. What is ...
Global coal M&A activity May 2021: ESG commitments bolster pipeline
Global M&A coal spend (ex. China and India) rebounded to US$3.5 billion in 2020. A resurgence in deal confidence was somewhat surprising given the ...
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