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Australian coal miners should think carefully about what they do with their inflated cash balances
Australian coal miners have recently reported huge profits and cash flows off the back of the war in Ukraine. Miners should forget capacity expansions and instead use these strong cash flows to responsibly manage down existing operations,…
Analysis
IEEFA Australia: Thermal coal export sunset looming closer
For more than a decade, the figures looked good. Australia’s thermal coal mining export industry was experiencing an unprecedented rise in the coal seaborne market.
Up to 2015 the numbers were singing. Australia was leading the market as the…
Analysis
Coal cost trends: Climate impacts on coal mining likely long term
CSIRO and the Bureau of Meteorology’s State of the Climate 2022 report has projected that Australia will experience “an increase in the risk of natural disasters from extreme weather, including ‘compound extremes’, where multiple extreme…
Analysis
Coal cost trends: Higher labour costs could continue into the long term
Record thermal coal prices following the invasion of Ukraine delivered Australia’s thermal coal producers record profits, debt reduction and returns to shareholders.
While much has been made of these returns in the latest financial reporting,…
Analysis
Rio Tinto’s Restructuring Signals a Global Industry Step Away From Coal
In announcing an abrupt restructuring and executive downsizing last week, the global mining giant Rio Tinto openly signaled its move away from coal-mining.
As part of the changes, Rio’s coal and copper operations will be combined, while…
Analysis
IEEFA South Africa: A New Coal Project Meant to Serve Export Markets Is Unlikely to Achieve Lasting Success
Analysis
Have Three of the World’s Biggest Coal Exporters Just Blown $1.3 Billion on a Stranded Asset?
Late last year BHP Billiton—along with Glencore and Anglo American Plc, its two join
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…
Analysis
IEEFA Update: Renewables in Coal Country
Defying the policy uncertainty that has held back utility-scale solar across most of the rest of Australia, renewables investment is gathering pace across Queensland, a region traditionally known as coal country.
Analysis
IEEFA Japan: ITOCHU Corporation announces coal exit
Press Release
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