Global Coal Fundamentals (March 2025)
Global coal supply appears bearish, with production and exports declining across major exporters like Indonesia, Australia, Russia, and South...
65 Views
Debating a New Up-Cycle
- Metal prices have seen gains, with gold, silver, and platinum performing well, while coal, zinc, and nickel struggle, US tariffs are in place...
727 Views
Contrarian Bets: Brian Laks on Lithium, Coal & Uranium
The speaker discusses their research on changing commodity markets, focusing on areas like gold and metals while considering opportunities in coal...
688 Views
Russia Coal Supply Cost Curve Analysis 2024 (07 October 2024)
Russia ranks as the 4th-largest exporter of metallurgical coal and the 3rd-largest exporter of thermal coal globally, with annual exports amounting...
47 Views
Commodities Rip Higher on China Stimulus
China has implemented major measures to stimulate its struggling economy, which has led to strong performances in the Shanghai and Hong Kong stock...
654 Views