Coal seam methane has been taking the spotlight – this month it’s Arrow Energy – but Big Oil has also been sniffing around Australia’s fledgling underground coal gasification industry.
BHP has just settled its first ever quarterly coal contract with the Japanese, a move that cannot be underestimated in its importance and which may have similar ramifications for iron ore.
FNArena has launched its new Investor Education service, delivered as a series of short webinars available on the website.
There are a handful of UCG projects underway in Australia, but well advanced in the race to commercial production is Energie Future – an Australian company with UCG interests in the US.
Politicians like to throw money at the concept in order to win votes on both sides of the climate change debate, but is “clean coal” just a smokescreen? Or is it as easy as U-C-G? Investors may wish to take note.
Australia has become very excited about LNG. But does Australia’s LNG industry really have any hope against world gas powerhouses, particularly Qatar?
A short term correction may be in the cards, but what of the longer term China effect? And how are the various metals and minerals placed?
Is the commodity rally a genuine reflection of improving demand conditions, or just a speculative accident waiting to happen?
FNArena on Monday launched a new service on its website that allows looking two years ahead, while comparing EPS growth, valuation and dividends on a relative basis against ASX200 constituents.
This forlorn metal is contemplating a new lease of life.
