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The case for coal to LNG switching in Japan and South Korea: nearly there?
The recent uptick in coal prices has narrowed the price differential to spot LNG in Japan and South Korea, two primary market for the traded fuel i...
The climate neutrality conundrum for heavy duty transportation
The European Green Deal has set a new trajectory for climate change policy in the European Union. The focus on net zero emissions by 2050 has resul...
China gas and power month in brief: demand growth gaining momentum
China’s gas and LNG demand remained impressive in June. Gas demand went up by 28% year-on-year and LNG imports grew by 38%. Such strong growth is p...
Could China become a major seaborne thermal coal exporter again?
Domestic Chinese coal demand is expected to fall rapidly from the late 2020s as the country moves towards its decarbonization goals. On the other h...
New England markets: the peak day problem
The New England gas market features the largest seasonal price swing in North America. Gas pipeline capacity into the area is limited and while it ...
How is the pandemic impacting India’s bulk commodities outlook?
Growth in Indian steel production and demand has been paused in Q2 2021 due to massive second wave of pandemic. Oxygen crisis in the country has fu...
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