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Archives: Reports & Presentations

Bar chart comparing apparent and true steel use per capita across major countries in 2024.

Global steel production slips in 2025 as India gains ground

  • June 8, 2026
Bar chart showing Australian, foreign-owned, mixed and unclear ownership of renewable energy projects in Australia.

Australian manufacturing faces growing pressure from energy costs

  • June 8, 2026
Bar chart: Germany's 2026 electricity cost (EUR/MWh) by source with stacked components (CAPEX, fuel, O&M, etc.), showing totals 374, 214, 120, 143, 133 EUR/MWh for Solar, Wind onshore, Gas CCGT, Hard coal, Lignite, Nuclear, with capture rates noted.

Power generation costs may favour coal more than widely believed

  • June 2, 2026
Chart showing coal supply investment rising since 2016, with China dominating global spending and India growing steadily.

Energy security drives global coal investment to 14-year high

  • June 2, 2026
Aerial view of a large Indian steel plant with blast furnace structures, chimneys, conveyors and industrial processing units.

Indian steel industry faces growing questions over long-term coking coal dependence

  • June 2, 2026
Chart comparing Indonesia’s commodity exports with other countries and estimated underreported trade in coal, palm oil and ferroalloy.

Indonesian coal exports face major overhaul under new state-controlled gateway

  • June 2, 2026
API2 Rotterdam Coal Futures chart showing July 2026 contract at $126.50, with price rising sharply from early 2026 levels.

Global coal prices stay firm as Asian demand and supply tightness support market sentiment

  • June 1, 2026
Line chart comparing Indian coking coal import prices and the HRC steel wholesale price index from 2005 to 2024.

Indian green steel strategy raises long-term questions for coking coal demand

  • May 26, 2026
Chart showing Newcastle thermal coal forecast range, average and median prices from 2026 to 2030.

Coal price forecasts point to continued market resilience through 2030

  • May 26, 2026
Map of Pennsylvania showing coal ash, industrial waste sources, workforce areas, transport links and environmental concerns related to rare earth element recovery.

Coal ash rare earths opportunity gains momentum in Pennsylvania

  • May 26, 2026
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Recent Post
Asian metallurgical coal export destinations showing South China, Japan and India as the largest markets by share of shipments

South Asian coal demand supports stronger seaborne flows

June 15, 2026
China coal market and metallurgical coal trade at a bulk export terminal with stockpiles, conveyor systems and a bulk carrier vessel

Met coal market volatility rises as China supply concerns unsettle trade

June 15, 2026
APAC thermal coal consumption forecast showing a war-driven spike in coal demand in 2026 as LNG shortages increase coal-fired power generation across Asia.

Asian coal demand rises as LNG shortages force utilities back to coal

June 8, 2026
Black-and-white image of coal handling equipment loading coal onto a stockpile.

Russian coal companies face rising losses in Q1 2026

June 6, 2026
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Recent Analysis

South Asian coal demand supports stronger seaborne flows

Met coal market volatility rises as China supply concerns unsettle trade

Asian coal demand rises as LNG shortages force utilities back to coal

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