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Market Focus

Coal Is Back, But Not Like 2022

by Menglin Ji, Research Associate   Roukaya Ibrahim, Chief Commodity Strategist  

The Strait of Hormuz disruption forced a substitution away from LNG and toward coal across Asia. India has delayed the maintenance shutdown of 10,000 MW of coal-fired capacity to July and will lean more on its coal capacity for peak summer demand; South Korea…

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