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IEEFA produces objective, evidence-based research on financial markets and the acceleration of the global energy transition.
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As Indian steel production takes off, its metallurgical coal demand will disappoint Australian miners
Insights
Australia faces growing green iron competition from overseas
Report
No, metallurgical coal is not a critical material… and carbon capture won’t save it
Insights
Unlocking the potential of magnetite ore for Australia’s iron and steel transition
Insights
Australian government forecasts peak thermal coal exports in three years but further downside risks for Asian seaborne market remain
Insights
No “traditional” coal mining at Wandoan but Glencore investors will still have concerns over coal emissions
Insights
Opportunities and challenges for the Pilbara amid the accelerating steel technology transition
Insights
Australian coal miners should think carefully about what they do with their inflated cash balances
Insights
A move into Australian coal mining doesn’t change long-term outlook for Thungela
Insights
A reality check for Australian thermal coal exporters
Report
Steelmakers’ double standards on decarbonisation
Insights
ArcelorMittal: Green steel for Europe, blast furnaces for India
Report
HSBC joins major miners in turning away from further metallurgical coal mine development
Insights
“Hard-to-abate” must not become code for delaying steel decarbonisation
Insights
Carmichael coal is not reducing poverty in South Asia
Report
