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Coal reports
Does Australia’s safeguard mechanism matter for Metals and Mining?
The Australian government has set greenhouse gas emission limits on its largest industrial facilities under the Australian Safeguard Mechanism (ASM...
China coal supply summary
We expect the limited production elasticity in 2025 with less than 1% year-on-year growth due to 1) safety inspections will continue to impact prod...
Alberta upstream summary
Alberta has seen the bulk of activity in the development of Canada's prolific Western Canadian Sedimentary Basin. Production from the province star...
Saskatchewan upstream summary
While historically overshadowed by Alberta, Saskatchewan's slice of the prolific Western Canadian Sedimentary Basin has attracted a notable amount ...
British Columbia upstream summary
British Columbia has historically taken a back seat in the development of Canada's prolific Western Canadian Sedimentary Basin (WCSB). However, fav...
Global steel cost summary
Steel prices, steelmaking costs and, by extension, steel mill margins experienced significant challenges in 2024. The prices of key raw materials u...
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