Coal

Energy Geopolitics

China’s Deadliest Mine Disaster in 15 Years Exposes Fragility Behind Green Transition

The Liushenyu explosion killed 82 workers in illegal tunnels, triggering commodity shocks and revealing enforcement collapse beneath Beijing's renewable energy rhetoric.

6 min read ·
Energy Geopolitics

Indonesia Locks Down Palm Oil, Coal, and Nickel Exports in Triple Supply Clampdown

The world's dominant supplier of three critical commodities centralizes export control under state management, threatening simultaneous disruption to food, energy, and EV manufacturing supply chains.

7 min read ·
Energy Geopolitics

Asia’s Coal Surge: Iran War Erases Three Years of Climate Progress

Gulf conflict forces India, Japan, and Southeast Asia back to thermal generation as LNG prices spike 143%, validating energy security over decarbonization timelines.

8 min read ·
Energy Markets

Coal Country’s Second Act: Abandoned Mines Become Grid Batteries

As lithium supply chains tighten and renewable integration strains the US grid, underground gravity batteries and compressed-air systems turn stranded industrial assets into domestic energy storage infrastructure.

8 min read ·
Energy Geopolitics

China’s Emissions Fall as Solar Surge Breaks Carbon-Growth Link

Historic decoupling sees CO2 drop 1% while electricity demand rises 5%, powered by 277 GW of new solar in 2024—more than rest of world combined.

7 min read ·