Research hub
IEEFA produces objective, evidence-based research on financial markets and the acceleration of the global energy transition.
Toggle Filters
Filters
Unlocking the potential of magnetite ore for Australia’s iron and steel transition
Analysis
Australian government forecasts peak thermal coal exports in three years but further downside risks for Asian seaborne market remain
Analysis
No “traditional” coal mining at Wandoan but Glencore investors will still have concerns over coal emissions
Analysis
Opportunities and challenges for the Pilbara amid the accelerating steel technology transition
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
A reality check for Australian thermal coal exporters
Report
Steelmakers’ double standards on decarbonisation
Analysis
ArcelorMittal: Green steel for Europe, blast furnaces for India
Report
HSBC joins major miners in turning away from further metallurgical coal mine development
Analysis
“Hard-to-abate” must not become code for delaying steel decarbonisation
Analysis
Carmichael coal is not reducing poverty in South Asia
Report
The UK’s new mine approval comes as steelmakers are accelerating the shift away from coking coal
Analysis
Coal cost trends: Climate impacts on coal mining likely long term
Analysis
Coal cost trends: Higher labour costs could continue into the long term
Analysis
Peak profits are a memo to miners to swap out coal for critical minerals
Analysis
German steel giant tech breakthrough to steer industry away from coal
Analysis
Rampal coal plant inauguration won’t solve Bangladesh’s power woes
Analysis
Australian thermal coal exports outlook – Volumes set to fall amid accelerating energy transition
Report
South32’s Dendrobium decision highlights increasing investor pressure on metallurgical coal projects
Analysis
Technology development starting to challenge the long-term future of Australia’s metallurgical coal
Analysis