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Global thermal coal: 2022 in review
All manner of factors collided together this year to drive global thermal coal prices beyond anything we have seen before in history, reaching more...
Underinvestment in coal: are producers crying wolf or is there a true need for coal investment?
The coal project pipeline is notionally strong, with sufficient capacity available under our base case. But poor performance of operating mines is ...
US coal and natural gas competition
The coronavirus pandemic upended power markets across the country as market conditions rapidly shifted. At first glance, 2021 appears to signal a r...
Peabody Western Bituminous coal mines
Peabody is the third-largest producer and the largest reserve holder in the Western Bituminous (West Bit) region. Peabody operates two West Bit min...
The case for coal to LNG switching in Japan and South Korea: nearly there?
The recent uptick in coal prices has narrowed the price differential to spot LNG in Japan and South Korea, two primary market for the traded fuel i...
Usibelli Alaska coal mines
Usibelli operates the only active coal mine in Alaska. The Usibelli coal mine produces 1 Mstpa or sub-bituminous thermal coal for domestic use, but...
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