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Chinese steel capacity reduction: focus shifts from closures to swaps
By 2017, China announced the closure of 115 Mt of steel capacity including some 15 Mt net reduced via the country's steel capacity swap scheme. Und...
Pakar North coal mine
The Pakar North mine is a low-rank coal operation located in East Kalimantan, owned by a 100% subsidiary of Bayan Resources. The Pakar North conces...
Is there room for exploration in a future low-carbon world?
What does the energy transition mean for oil and gas explorers? There is a compelling economic case for exploration and our base case demand outloo...
India energy month in brief - Understanding India's oil demand surge
In our every month-in-brief, we explore the latest developments and themes happening across India's upstream, downstream, gas, coal and power secto...
European power volumes and prices: 2020 in review
Against the backdrop of the pandemic, 2020 was distinguished by disruption in Europe’s major power markets. Measures to stem the spread of the coro...
Global coal M&A activity August 2018: deal implied prices move higher
Global coal M&A spend (ex. China and India) continued to strengthen in 2018, largely due to Rio Tinto's exit from coal. In this insight we take a c...
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