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Andrew Gorringe & Simon Nicholas
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Coal
Australia’s thermal coal outlook faces “fragile” global demand
Global thermal coal trade is beyond its peak. So why does Australia expect to gain an increasing share in a declining market?
Andrew Gorringe & Simon Nicholas
Apr 21, 2023
0
Coal
Coal miners made a motza from the war in Ukraine. But what will they do next?
What will Australian coal miners do with their bulging cash balances? Those considering opening up new capacity would do well to rethink their strategy.
Andrew Gorringe & Simon Nicholas
Mar 9, 2023
0
Coal
Coal-driven climate change is becoming a big problem – for coal
Climate change – driven largely by the burning of coal – is driving extreme weather events that are taking an increasing toll on unit costs for coal miners.
Andrew Gorringe & Simon Nicholas
Nov 24, 2022
0
Coal
Peak profits are a memo to miners to swap out coal for critical minerals
High thermal coal prices are a double-edged sword for miners, signalling the perfect time to reinvest in Australia’s critical minerals opportunity.
Andrew Gorringe & Simon Nicholas
Sep 30, 2022
0
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