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IEEFA produces objective, evidence-based research on financial markets and the acceleration of the global energy transition.
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Glencore’s coal spin-off plan: Responsible investors are right to be concerned
Briefing Note
African LNG projects threatened by a global wave of new capacity
Analysis
BHP: As the steel technology transition accelerates, met coal’s biggest exporter wants to get even bigger
Analysis
Carbon Capture for Steel Fact Sheet
Fact Sheet
Carbon capture for steel?
Report
Accelerating technology transition has begun to redraw the global steel industry map. We can expect more in 2024
Analysis
Don’t believe the spin: Coal is no longer essential to produce steel
Analysis
Carbon capture falls even further behind as BHP, Rio and BlueScope collaboration accelerates green steel transition
Analysis
Big iron ore’s long-term strategies diverging in the face of steel decarbonisation
Analysis
New year, same reminder: There’s no such thing as “clean coal”
Analysis
BHP quotes outdated figures as efforts to prop up carbon capture for steel start to get desperate
Analysis
Green Hydrogen - not carbon capture - is the key to beating growing global competition
Slides
Green iron and steel offer MENA a chance to shine
Report
South32 can expect growing investor pressure over Scope 3 emissions
Analysis
Big mining's downstream steel emissions
Report
Whitehaven Coal: Assessing its claims about its long-term outlook
Report
As Indian steel production takes off, its metallurgical coal demand will disappoint Australian miners
Analysis
Australia faces growing green iron competition from overseas
Report
No, metallurgical coal is not a critical material… and carbon capture won’t save it
Analysis
Unlocking the potential of magnetite ore for Australia’s iron and steel transition
Analysis
Australian government forecasts peak thermal coal exports in three years but further downside risks for Asian seaborne market remain
Analysis