Global Coal Fundamentals (March 2025)
Global coal supply appears bearish, with production and exports declining across major exporters like Indonesia, Australia, Russia, and South...
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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...
85 Views
Warren Irwin on Uranium, Canada & Contrarian Opportunities
Overall, the global outlook for the natural resource industry, particularly in Canada, is being impacted by resource nationalism and M&A rules
451 Views
COP26: Success, or Failure? Yes, and Yes.
Whether COP26 was a success or failure is matter of perspective. Whilst it didn't live up to highest hopes, agreements were reached on key issues,...
239 Views
Coal Mining: A Tale of Two Commodities
The coal sector has seen some interest in recent months with new IPO’s (like Coronado Global Resources Inc (CRN AU), Yancoal Australia (YAL AU) and...
461 Views