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Rising costs to impact Australian coal miners’ margins sooner than expected
Analysis
Australian government forecasts peak thermal coal exports in three years but further downside risks for Asian seaborne market remain
Analysis
Australian coal miners should think carefully about what they do with their inflated cash balances
Analysis
A move into Australian coal mining doesn’t change long-term outlook for Thungela
Analysis
Japan-funded Matarbari coal plant in Bangladesh costs 8 to 10 times more than comparable plants in China
Analysis
IEEFA Update: South African coal miners must get used to low export volumes
Analysis
IEEFA: Will CEO Jane Fraser clean up Citi’s climate record?
Analysis
IEEFA: Pakistan is planning to end coal imports, worsening outlook for South African coal
Analysis
IEEFA Australia: Port of Newcastle’s roadblock on the path away from thermal coal
Analysis
IEEFA: Dalrymple Bay Infrastructure overvalued, overleveraged, over-promised, likely to under-deliver
Analysis
IEEFA update: Dalrymple’s potential stock market debut
Analysis
IEEFA: The crash in global gas prices should mean a drop in electricity and gas prices in Australia
Analysis
IEEFA op-ed: South African coal exports face decline as renewables pick up pace across export markets
Analysis
IEEFA Australia: Key thermal coal off-takers continue to abandon coal-fired power projects
Analysis
IEEFA Australia: NSW’s transition plan for a declining coal market is still missing
Analysis