Skip to main content

Search

Rio Tinto’s Restructuring Signals a Global Industry Step Away From Coal
Rio Tinto’s Restructuring Signals a Global Industry Step Away From Coal
March 03, 2015
Tim Buckley
Analysis
Accelerating technology transition has begun to redraw the global steel industry map. We can expect more in 2024
The steel industry’s transition away from coal will also be accompanied by a geographical dislocation of ironmaking from steelmaking.
March 29, 2024
Simon Nicholas
Analysis
Daunia, Blackwater sale points to misplaced optimism over Australian metallurgical coal
Whitehaven Coal has acquired two metallurgical coal mines in Queensland from BHP Mitsubishi Alliance (BMA). The sale signals optimism about demand for Australian metallurgical coal that will prove misplaced in the long term.
October 18, 2023
Anne-Louise Knight
Analysis
Anglo American’s Capitulation Is a Sign of Things to Come
Anglo American’s surprise announcement this week of yet another shock-and-awe downsizing provides more than a hint about where coal markets are going. Burdened by excessive financial leverage and hammered by falling commodity prices, the…
December 10, 2015
Tim Buckley
Analysis
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
Green steelmaking will need technology and mining advances
The shift towards green hydrogen-based direct reduced iron (DRI) processes is widely considered a key step in the global steel sector’s decarbonisation pathway.
July 01, 2022
Simon Nicholas, Soroush Basirat
Analysis
Iron ore quality a potential headwind to green steelmaking – Technology and mining options are available to hit net-zero steel targets
Iron ore quality a potential headwind to green steelmaking. Technology and mining options are available to hit net-zero steel targets
June 28, 2022
Simon Nicholas, Soroush Basirat
Report
Technology development starting to challenge the long-term future of Australia’s metallurgical coal
It is increasingly accepted that the long-term future of Australian thermal coal is being progressively eroded by the global transition to ever-cheaper renewable energy. The pace of technology transition in power generation has helped make…
August 15, 2022
Simon Nicholas
Analysis
Slides: Iron ore quality a potential headwind to Green steelmaking – Technology and mining options are available to hit net-zero steel targets
Technology and mining options are available to hit net-zero steel targets in steelmaking.
June 28, 2022
Soroush Basirat, Simon Nicholas
Analysis
Opportunities and challenges for the Pilbara amid the accelerating steel technology transition
Australia's Pilbara region has the potential to be a leading supplier of decarbonised iron, the critical material for green steel production, if it acts fast in the face of growing international competition.
March 27, 2023
Simon Nicholas, Soroush Basirat
Analysis

Join our newsletter

Keep up to date with all the latest from IEEFA