Q1 ’23 Steel Market Overview
April 7, 2023
Q1 ’23 Steel Market Overview – And implications for Met Coal
Category: Steel
Metallurgical Coal Market
February 21, 2023
Metallurgical coal prices have been flying again, touching $390/mt (according to Platts, PLV Low Vol FOB Australia) overnight.
How High is the Bar for a New Coal Mine?
August 25, 2022
How High is the Bar for a New Coal Mine? ESG risks have clearly moved the IRR hurdle rate for a go/no investment decision higher.
Tata Steel Interview in the Australian Financial Times
August 15, 2022
A recent article was published in the Australian Financial Times with the title “This global steel boss says Australia is not investing enough in coal.” This was a poor editing choice for a title as the content was primarily geared towards the long term outlook for coking coal demand in India. There were a couple questions which touched on the Australian investment climate as it pertains to coal supply, but the meat of the article pertains to the long term nature of coking coal demand. This is why I think every coal investor should read it.