Uncertainty over international thermal coal prices continues to weigh on Vietnam's coal import outlook, but the country's economic growth momentum is supporting coal demand despite its move to enter a $15.5bn energy transition pact.
There's been a peak in terms of the investment cycle over the last 30 or 40 years as the coal business internationally has gone through an expansion in various places.
Australian longwall and safety protocols will constrain UK-South African mining firm Anglo American's metallurgical coal production, leading it to cut its guidance for 2022, 2023 and 2024.