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Opportunity knocks for US coal exports
After a year of high prices and much turbulence, the coal market appears to be cooling down in 2023. As the domestic market shows signs of weakenin...
Rio Tinto in final stage of coal exit
Rio Tinto is in the final stages of its exit from coal. Its remaining operating assets in Queensland, Hail Creek and Kestrel, are now reported to b...
Ukraine/Russia conflict supercharges PCI bull run
Russia's place amongst the largest seaborne metallurgical coal exporters is without question. Though the Ukraine/Russia conflict has many end-users...
Underinvestment in coal: are producers crying wolf or is there a true need for coal investment?
The coal project pipeline is notionally strong, with sufficient capacity available under our base case. But poor performance of operating mines is ...
Why coking coal prices peak at about US$300/t in a supply shock
Over the past decade, there have been four major supply disruptions to seaborne coking coal, mostly due to floods in Queensland. In each case, the ...
WICET creates opportunity for Glencore's Wandoan
We have assessed projects at the Wiggins Island Coal Export Terminal (WICET) in Queensland, given the potential opportunity to secure spare port ca...
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