Coking coal markets are caught in a tug-of-war between mounting trade tensions and persistent supply disruptions, with recent price action reflecting just how quickly sentiment can swing…
An overview of China’s latest stimulus measures…
Mongolia and China have agreed to construct a new cross-border railway to expand coal exports, with construction set to begin in April 2025 and expected to take 2.5 years. Once completed, the railway will increase Mongolia’s coal transport capacity by 30 million tonnes annually…
A quick rundown on new coal power plants in China…
A quick look at the impact of China’s 15% tariffs on US met coal…
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To protect local steelmakers from surging Chinese imports, India’s steel ministry is exploring a temporary safeguard duty to stabilize prices and support the industry…
Baoshan Iron & Steel (Baosteel), the main listed subsidiary of China’s largest steelmaker Baowu Steel Group, has announced price increases for most flat steel products in November…
Chinese stocks tumbled on Wednesday as investors expressed frustration over having to wait for new information regarding potential economic stimulus measures…
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 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 European Union’s recent initiation of an anti-dumping (AD) investigation into hot-rolled flat steel imports from Egypt, India, Japan, and Vietnam has triggered significant responses from global market participants. Concerns are rising over the potential impact on supply chains and pricing across the steel industry…