Hurdles in equipment supply mean power shortages will persist

Supply lags will cushion the price decline

Higher transport costs will affect supply chain decisions but relocation will not happen overnight

Oil supply constraints are driving the market

Chinese and Indian demand will not be game-changing in this market

Brazilian, Chinese and Indian demand will not be sufficient to sustain the market beyond the near-term

Too soon to throw in the towel

There are no grounds to expect an extended bull market

Obstacles in the path of the nuclear renaissance

Alleviating bottlenecks at coal export terminals

The hidden costs for US companies of the China supply chain

Chinese demand for iron ore and coal propels global shipping