Edition:
United Kingdom

Clyde Russell

COLUMN-Crude oil, iron ore, coal cargo offloading slows in virus-hit China: Russell

13 Feb 2020

* GRAPHIC: Daily discharge rates for crude oil, iron ore, coal at Chinese ports: https://tmsnrt.rs/2Hllvay

Column: Crude oil, iron ore, coal cargo offloading slows in virus-hit China

13 Feb 2020

LAUNCESTON, Australia Calculating the exact impact on commodity markets from the coronavirus epidemic in China is still a fraught process, with too many unknown variables, but there are some early signs of the effect on physical shipments.

RPT-COLUMN-Iron ore, coking coal shrug off China coronavirus, look to stimulus: Russell

11 Feb 2020

LAUNCESTON, Australia, Feb 11 It may seem slightly odd to ask if a commodity that has shed 15% of its value in a little over two weeks has actually fallen enough, but iron ore is looking quite resilient in the face of China's coronavirus epidemic.

Column: Iron ore, coking coal shrug off China coronavirus, look to stimulus

11 Feb 2020

LAUNCESTON, Australia It may seem slightly odd to ask if a commodity that has shed 15% of its value in a little over two weeks has actually fallen enough, but iron ore is looking quite resilient in the face of China's coronavirus epidemic.

RPT-COLUMN-Structurally cheaper LNG should displace coal from Japan, and broader Asia: Russell

10 Feb 2020

* GRAPHIC: Spot Asia LNG vs. Newcastle thermal coal: https://tmsnrt.rs/37eW4lI

Column: Structurally cheaper LNG should displace coal from Japan, and broader Asia

10 Feb 2020

LAUNCESTON, Australia The collapse in the spot price of liquefied natural gas (LNG) in Asia is a short-term phenomenon that may well end up having a longer-term impact, especially on thermal coal.

RPT-COLUMN-Virus-hit China may need more imports of coal. Now comes the tricky part - shipping it there: Russell

06 Feb 2020

LAUNCESTON, Australia, Feb 6 China's domestic coal mines are struggling to ramp up production in the face of the ongoing coronavirus epidemic. That's a situation that may seem positive for seaborne exporters, but in reality it may be challenging for miners to take advantage.

Column: Virus-hit China may need more imports of coal. Now comes the tricky part - shipping it there

06 Feb 2020

LAUNCESTON, Australia China's domestic coal mines are struggling to ramp up production in the face of the ongoing coronavirus epidemic. That's a situation that may seem positive for seaborne exporters, but in reality it may be challenging for miners to take advantage.

RPT-COLUMN-China crude oil imports may not suffer as much as consumption: Russell

04 Feb 2020

* GRAPHIC: China's total available crude vs refinery runs: https://tmsnrt.rs/2SgwG9K

Column: China crude oil imports may not suffer as much as consumption

04 Feb 2020

LAUNCESTON, Australia The crude oil market is increasingly pricing for a major hit to demand from the coronavirus epidemic in China, but there are still factors suggesting the worst case scenario may be avoided.

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