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Coal To Return in a Big Way..., page-30

  1. staz024
    3,528 Posts.
    lightbulb Created with Sketch. 105
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    16/12/15
    08:58
    Post #: 16623215
    Is that a report or wishful thinking?

    India has stated that it wants to supply all thermal coal from the domestic market.
    Some commentary as to why this won't happen in the second link.

    http://ieefa.org/wp-content/uploads...tricity-Sector-Transformation-August-2015.pdf

    Adani are failing to raise funds for Carmichael.
    IMO Adani won't get funding if India's coal imports fall. Implications for the shipping market also.

    http://www.abc.net.au/news/2015-12-...alian-coal-industry-and-indian-demand/7010772
    EER Price at posting: 0.5¢ Sentiment: None Disclosure: Not Held
    Likes Created with Sketch. 2  Upvote
    lightbulb Created with Sketch.  Great analysis
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