Fuel of the Past, Present and Future

Published 2008 / 06
Summary We believe the global resource industry (including the coal sector) is scaled to supply the Americas, Europe and Japan only. We believe burgeoning demand from the BRIC countries is being satisfied by higher utilization of mine assets, but this leaves little flexibility for outages.
Keywords fuel, coal, power plant, world coal trade, short term, long term, outlook, transportation, imported gas, infrastructure, coal equities and valuation, coal company profiles, coal industry
File name JPMorgan_20080612_Coal - Fuel of the past present and future.pdf