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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 ...
Seaborne coal markets under an extended Russian sanction scenario
The sanctions prohibiting the import of coal to the EU, UK, and Japan could stay long beyond 2031 as expected in our H1 2023 Strategic Planning Out...
Sev.en takes top spot for US met coal exports with Coronado deal
In late September, Sev.en Global Investments agreed to buy the Energy & Minerals Group’s 51% stake in Coronado. The deal's price was not disclosed,...
Trump Interior nominee Zinke will review Federal coal leasing
Ryan Zinke, President Trump's nominee for Interior Secretary, was voted out of committee by a bi-partisan 16-6 vote (12 Republicans and 4 Democrats...
Trump unwinds Obama-era climate policy - but does he unlock coal?
On March 28, 2017, President Trump issued an “energy independence” executive order (EO). He called on federal agencies to review the Clean Power Pl...
Russian Railways hikes tariffs for export coal
On 27 May, the Russian government approved an unusual mid-year increase in rail tariffs from 1 June. The move is intended to prop up the Russian Ra...
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