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Rio Tinto’s Restructuring Signals a Global Industry Step Away …
… 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
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.
Analysis
PCI coal for steelmaking soon to be impacted by decarbonisation
10 May 2022 (IEEFA): Steel-making companies are exploring replacing Australia and Russia’s increasingly expensive and supply-challenged PCI coal with green hydrogen as an early pathway to reducing emissions in the steel industry, finds a new…
Press Release
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.
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…
Analysis
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.
Analysis
Coal Industry Talking Points: Blame Somebody Else
Yancoal Australia’s recent spin on its announcement around 225 job cuts at its Hunter Valley operations in New South Wales is a searing case in point of a big pure-play coal company blaming somebody else for its troubles.
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
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
Report
IEEFA Update: Adani Has Gone Quiet on Its Australia Coal Mega-Project
The latest quarterly financial report from Adani Enterprises Ltd. is illuminating in no small part for what it does not say.
Adani is the company that for years has championed construction of the proposed Carmichael project in Australia, a…
Analysis
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