A fire that raged for most of July at Anglo American’s Grosvenor coal mine in Queensland has raised serious safety concerns, prompting an extensive investigation and inspections at other coal mines…
The U.S. steel industry is grappling with the effects of Hurricane Helene, which hit the southern states from Florida to Tennessee late last week. The
A quick rundown of global metallurgical coal markets heading into Q4…
A quick rundown on today’s continued rip in coal stocks and actions I took…
As artificial intelligence (AI) continues to revolutionize industries, major tech companies are grappling with the massive energy demands required to power their growing infrastructure. Among them, Google is exploring innovative solutions to meet its energy needs while maintaining its commitment to carbon neutrality by 2030…
At the Siderweb Forum’s roundtable discussion titled “Steel in Italy and the World,” steel industry leaders expressed cautious optimism for a potential recovery in 2025, suggesting that current steel prices may have bottomed out after a prolonged downturn…
Australian coking coal prices are continuing their upward momentum, driven by some (finally!) robust trading activity and slightly improving market sentiment. The physical market has now seen multiple deals concluded at prices above previous index levels, while futures prices on the Singapore Exchange (SGX) are also moving up in concert…
A quick rundown of the post-China stimulus rip in coal stocks, and how to think about positioning using some advice from our Substack and Twitter friend Le Shrub…
The looming threat of a strike by the International Longshoremen’s Association (ILA) on 1 October has raised concerns across various industries reliant on U.S. port operations. But while containerships would likely face significant backlogs at U.S. Gulf and East Coast ports, commodities like coal may see minimal impact…
Tata Steel achieved a significant milestone in its expansion efforts by commissioning a new blast furnace at its Kalinganagar plant in Odisha last week, boosting the facility’s capacity from 3 million tonnes (mt) to 8 mt annually…
The United States is moving forward with Section 301 tariffs on a range of Chinese commodity imports, including steel, aluminum, lithium-ion batteries, and other critical minerals, as announced by the Office of the United States Trade Representative (USTR) on September 13, 2024…
The Queensland Resources Council (QRC) has expressed concern over new coal royalties legislation, stating it undermines Queensland’s competitiveness and poses a risk to the state’s economic security…