No bailout - only one listed coal company is profitable, the rest are in the red
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Key Findings
With only one leading coal company currently making a profit, the Indonesian government must let the market decide the future for financially broken coal companies wishing to avoid payments of much-needed royalties and loans.
Exacerbated by COVID-19, coal prices have dropped some 52% in 5 months and Indonesia's coal export markets, including China and India, are slashing imports and increasingly turning to domestic sources to bolster energy security.
THE INDONESIAN COAL INDUSTRY IS FACING A RANGE OF STRUCTURAL RISKS THAT GO BEYOND THE CURRENT WEAK PRICING.
50% fall in coal prices since January hammers a structurally broken industry
Shifting sands: The evolution of coal mining costs in Australia
Insights
Utility-scale renewable energy tendering trends in India
Report
Extending Eraring has still not been adequately justified
Insights
Integrated System Plan needs greater ambition on DER to be a true whole-of-system plan
Briefing Note
Electricity and Energy Sector Plan discussion paper
Testimony | Submission
Slides: Appliance standards are key to driving the transition to efficient electric homes
Slides
African LNG projects threatened by a global wave of new capacity
Analysis
Carbon Capture at Boundary Dam 3 still an underperforming failure
Analysis
Japanese corporates and government policies prioritize global LNG influence over Asia’s energy transition
Analysis
Italy’s excessive gas-fired power reliance slows renewables buildout
Analysis
South Korea needs to address its vicious cycle of power trilemma
Analysis
BHP: As the steel technology transition accelerates, met coal’s biggest exporter wants to get even bigger
Analysis