China’s massive annual additions of…
Despite global commitments to clean…
I have pilfered from him before, and I will no doubt pilfer again. For Mark Twain is an excellent source of inspiration. Apparently, he said something along the lines…
The opportunity in Asian coal continues to grow brighter. Evidenced by two important pieces of data this week from major consuming nation India.Coal India—the nation’s largest coal miner—reported…
While environmental regulations and cheap natural gas have worked together to kill off coal in the United States, coal is not dead yet. The rapidly unfolding shale gas revolution brought…
Thermal coal was one of my big themes in 2013. And I believe 2014 will be the year when we see a significant break-out in this market.Both for…
As domestic use declines, will Canadian coal find new Asian export markets? In a world increasingly concerned about greenhouse gas emissions, King Coal, the fuel that ignited the…
China’s determined efforts to reduce coal consumption will slow the growth of global coal demand over the next five years, according to a new report from the International Energy…
I wrote last week about India's incredible thermal coal imports.The roll keeps coming in this space.Indian ship broker Interocean reported late last week that imports came…
Abundant natural gas, cost declines for renewables, and tight regulations from the Environmental Protection Agency (EPA) are slowly killing coal-fired power plants in the U.S. This dynamic is playing out…
As the rest of the world moves away from using coal as an energy source due to its high emission of greenhouse gas, in China the use of coal, the…
Thermal coal takes the prize today—as the commodity with the biggest disconnect between the bullish market reality and the incredibly bearish sentiment amongst investors.Producing stocks have seen a…
On November 14 the Tennessee Valley Authority announced plans to shut down eight coal generating units with a combined power generating capacity of over 3,000 megawatts The decision will…
The media has dubbed it “Coalgate” after the infamous Watergate scandal of the 1970s, and the alleged multi-million dollar scam, still to be proven in a court of law, epitomizes…
Much to the dismay of the environment and despite global renewable energy efforts, coal is set to overtake oil as the world's main source of energy by 2020, according to…
Two years ago, Saudi Arabia started mulling the prospects of shale natural gas as it faced the possibility of running short on energy supplies. The largest oil exporter in the…
One thing I’ve noticed in the resource business: big never goes out of style.If there’s a large in-ground resource, someone will always be eying a way to exploit…
Although it is easy to get caught up in the vastness of the volume of fossil fuels we continue to consume, we are increasingly being presented with positives as we…
China consumes upwards of four billion tonnes of coal per year—as much as the rest of the world combined. However, rising public opinion opposing terrible air quality in major Chinese…
Coal was the fuel that fired the industrial revolutions in the U.S. and Europe. Market share for the material has plummeted in the U.S. over the past decade, which has…
I’ve said previously that India is going to be the biggest story no one’s heard yet in thermal coal. Last week came some of the first public recognition…
In a holiday somewhat overlooked in the West, on 25 August, Miners' Day, Russian Prime Minister Vladimir Putin sent to the Russian Federation’s coal industry workers and veterans a congratulatory…