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Coal asset report - New Acland coal mine - May 2022
New Acland is a surface coal mine, located 150 kilometres west of Brisbane in the Darling Downs region of Queensland, producing thermal coal predom...
China's latest 276-day policy easing offers no quick fix for coking coal
On 17 November, China further relaxes its 276-day production limit to all safety-compliant legal mines until March 2017. We expect all operating le...
China’s coal mines resume operations slowly: what does this mean for prices in H2?
China’s domestic coking coal price soared in H1, primarily due to an import shortage and domestic supply decline. But market expectation of fast-gr...
Pulverised Coal Injection: the good, the bad, the ugly
Operating in the shadow of other more prominent steel raw materials, pulverised coal injection (PCI) is a tried and true blast furnace technology, ...
Ukraine/Russia conflict supercharges PCI bull run
Russia's place amongst the largest seaborne metallurgical coal exporters is without question. Though the Ukraine/Russia conflict has many end-users...
Queensland rail recovery accelerates but impact still significant
Repairs to Aurizon's coal rail infrastructure in Queensland have progressed more quickly than we initially expected. Three of the four main rail sy...
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