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Global thermal coal: 2022 in review
All manner of factors collided together this year to drive global thermal coal prices beyond anything we have seen before in history, reaching more...
Potential ban on US coal shipments through Canada
British Columbia Premier calls for Canada to impose a ban on US coal shipments through Canada as a retaliation against the US administration's tari...
Vale sells Moatize to Jindal as it exits coal
In late December, Vale agreed to sell Moatize and its Nacala Logistics Corridor to Vulcan (part of the Jindal Group) for US$270 million. The transa...
Global coal supply summary: sustained higher prices push up cost and margin
Persistent higher average coal prices in 2017 have put an end to a declining cost trend, which occurred from 2012 to 2016. We estimate a 9% year-on...
Shanxi to urge its coal mines to boost production again: why, will it work, and what would it mean for the import market?
Considering the state of the economy, the Shanxi provincial government is speeding up safety check acceptances and encouraging coal mines to boost ...
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...
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