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PCI coal for steelmaking the first metallurgical coal grade to be impacted by decarbonisation
The replacement of PCI coal with hydrogen in steelmaking via blast furnaces looks like being an early decarbonising application. Russia and Australia only suppliers of PCI coal.
May 10, 2022
Simon Nicholas, Soroush Basirat
Report
Despite high prices, the global LNG industry has struggled to keep plants online
Despite having more incentive than ever to keep LNG plants operating at full capacity, the global LNG industry had a disappointing track record this year in keeping plants running and LNG flowing.
December 14, 2022
Clark Williams-Derry, Sam Reynolds
Analysis
Private equity in PJM: Growing risks for communities
Risks are on the rise for communities in the PJM power market that host fossil fuel plants, as they face the increasing possibility of rapid plant closures and the economic dislocations that inevitably follow.
December 07, 2023
Dennis Wamsted
Report
Russian oil volumes down, but revenues soar sky-high due to prices
An update on fossil fuel exports shows major oil companies, utilities and petrochemicals are still buying fuel from Russia. Study finds major oil companies, utilities, petrochemicals still tied to Russian oil
June 13, 2022
Tom Sanzillo
Analysis
Santos' massive 300% profit windfall: Eastern Australia is swimming in subsidised gas and we’re giving it away
Eastern Australia is swimming in subsidised gas and we're giving it away. Santos has recorded a 300% profit.
August 17, 2022
Bruce Robertson
Analysis
Oil Majors' Shrinking Capital Expenditures (Capex) Signal a Mature Industry in Decline
Faced with a convergence of market forces, the world’s five leading integrated oil and gas companies are reducing historically robust levels of capital spending.
February 01, 2020
Kathy Hipple, Tom Sanzillo, Clark Williams-Derry...
Report
Australia's offshore industry: A half-century snapshot
Increasing issuance of exploration permits over production, the Australian government has given the green light to oil and gas giants including Santos and Woodside to potentially spend $AUD5.1 billion throughout the next six years on risky…
September 01, 2021
Bruce Robertson, Milad Mousavian
Report
Despite Capex Cuts, Appalachian Frackers Report Negative Free Cash Flow in Second Quarter 2020
Red ink exceeds $1 billion for past 12 months.
September 01, 2020
Kathy Hipple, Clark Williams-Derry, Tom Sanzillo...
Report
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