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Simon Nicholas
@simonjnicholas.bsky.social
110 followers 230 following 78 posts
Lead Analyst - Global Steel at the Institute for Energy Economics and Financial Analysis (IEEFA)
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simonjnicholas.bsky.social
Taipower bans Glencore's Australian coal

#Glencore #coal
www.argusmedia.com/en/news-and-...
Taipower bans Glencore's Australian coal: Update | Latest Market News
Taiwanese state-owned utility Taiwan Power (Taipower) has banned coal supplies from three of Swiss coal producer Glencore's affiliated companies and subsidiaries in Australia, alleging the use of fals...
www.argusmedia.com
October 6, 2025 at 9:14 AM
simonjnicholas.bsky.social
India’s met coal demand will disappoint Australian miners

ieefa.org/resources/in...

#coal #Australia
India’s met coal demand will disappoint Australian miners
Australian metallurgical (met) coalminers such as BHP and Whitehaven suggest India will prop up long-term demand. However, growing Indian demand will not be enough to stop the overall decline in the s...
ieefa.org
October 1, 2025 at 9:53 AM
simonjnicholas.bsky.social
Step off the gas, Aussie green iron producers warned.

#CCS #gas #greeniron
thewest.com.au/business/min...
Step off the gas, Aussie green iron producers warned
Australia could squander the opportunity to export green iron to the world if it does not pursue renewable hydrogen for its production, analysts say.
thewest.com.au
September 9, 2025 at 1:00 AM
simonjnicholas.bsky.social
Australia needs to get smarter with green hydrogen

#greenhydrogen #energytransition #greeniron
esdnews.com.au/australia-ne...
Australia needs to get smarter with green hydrogen
Australia needs smarter subsidies and ultra-low-cost renewables if it wants to realise its growing green iron ambition.
esdnews.com.au
July 30, 2025 at 2:52 AM
simonjnicholas.bsky.social
Fossil-Fuel Supporters Have an Odd New Narrative

#fossilfuels #renewableenergy
www.bloomberg.com/opinion/arti...
Fossil-Fuel Supporters Have an Odd New Narrative
Secretary of Energy and self-proclaimed “science geek” Chris Wright doesn’t understand the power of clean energy.
www.bloomberg.com
July 27, 2025 at 11:23 PM
simonjnicholas.bsky.social
Two environmental incidents linked to aging #oil and #gas infrastructure in the Pilbara have sparked questions about the industry's commitment to appropriate decommissioning.

www.abc.net.au/news/2025-07...
Scrutiny on energy industry after Chevron confirms gas leak
Chevron confirms gas from some closed oil wells on Barrow Island is contaminating the area's surface and groundwater.
www.abc.net.au
July 16, 2025 at 12:16 AM
simonjnicholas.bsky.social
The South Australian government is being led by gas interests towards technology that cannot fulfil its Green Iron and Steel Strategy.

#SouthAustralia #gas #steel #mining
ieefa.org/resources/ca...
Carbon capture delusion risks diverting South Australia from green iron and steel
The South Australian government is being led by gas interests towards technology that cannot fulfill its Green Iron and Steel Strategy.
ieefa.org
July 9, 2025 at 10:12 PM
simonjnicholas.bsky.social
The World’s Biggest Polluter Is Cleaning Up Its Act.

Almost all the increase in China’s energy capacity is now in clean power.

#China #energytransition #fossilfuels
www.bloomberg.com/opinion/arti...
The World’s Biggest Polluter Is Cleaning Up Its Act
Almost all the increase in China’s energy capacity is now in clean power.
www.bloomberg.com
July 3, 2025 at 10:28 PM
simonjnicholas.bsky.social
Australian gas producers want “grey iron” to look green

#gas #steel #greensteel #iron #mining #Australia
ieefa.org/resources/au...
Australian gas producers want “grey iron” to look green
Iron produced via gas-based direct reduced iron (DRI) is emissions-intensive and should not be described as "green iron" - it is "grey iron" at best. Potential future demand for ironmaking may be used...
ieefa.org
June 26, 2025 at 1:16 AM
simonjnicholas.bsky.social
Santos directors bought shares ahead of Abu Dhabi takeover bid

#Santos #gas #Australia
www.afr.com/companies/en...
www.afr.com
June 16, 2025 at 10:31 PM
simonjnicholas.bsky.social
Queensland miner TerraCom directors face court over fake coal quality results

#coal #mining
www.theaustralian.com.au/business/leg...
www.theaustralian.com.au
June 16, 2025 at 10:29 PM
simonjnicholas.bsky.social
Zero carbon steel for Volvo Cars

#greensteel #energytransition #Volvo
www.steeltimesint.com/news/zero-ca...
Zero carbon steel for Volvo Cars
Swedish steelmaker SSAB has signed a supply agreement for SSABZero TM with Volvo Cars in what is being described as a significant step forward in a shared…
www.steeltimesint.com
June 16, 2025 at 12:00 AM
simonjnicholas.bsky.social
China coal imports could drop by up to 100Mt in 2025, industry group says.

“The decrease in China’s coal imports in 2025 will exceed expectations”

#coal #China #energytransition
www.mining.com/web/china-co...
China coal imports could drop by up to 100mt in 2025, industry group says
Coal imports were 8% lower in the five months to the end of May, official data showed.
www.mining.com
June 11, 2025 at 10:11 PM
simonjnicholas.bsky.social
Dropping the ball on green hydrogen means counting on gas for iron and steel in South Australia – and that’s a major risk

#steel #greensteel #gas #greenhydrogen #Australia #SouthAustralia

reneweconomy-com-au.cdn.ampproject.org/c/s/reneweco...
Dropping the ball on green hydrogen means counting on gas for iron and steel – and that's a major risk | RenewEconomy
reneweconomy-com-au.cdn.ampproject.org
May 8, 2025 at 10:47 PM
simonjnicholas.bsky.social
HSBC Investors With $1.6 Trillion Seek Reassurance on Net Zero

#investing #banking #energytransition
www.bloomberg.com/news/article...
HSBC Investors With $1.6 Trillion Seek Reassurance on Net Zero
A group of 30 HSBC Holdings Plc investors is asking the bank to confirm it’s still committed to cutting CO2 emissions, amid concerns Europe’s biggest lender is backing away from its climate pledges.
www.bloomberg.com
May 2, 2025 at 1:33 AM
simonjnicholas.bsky.social
Powerful New York City public pension funds are prepared to drop asset managers that do not comply with its climate plans, in a move that puts industry groups such as BlackRock under renewed pressure over sustainable investing.

#investing #climate #energytransition
Financial TimesFinancial Times
News, analysis and opinion from the Financial Times on the latest in markets, economics and politics
FT.com
April 24, 2025 at 12:16 AM
simonjnicholas.bsky.social
Australian met coal export forecast downgraded yet again.

ieefa.org/resources/au...

#coal #steel #energytransition #mining #BHP #investing #ausbiz
April 17, 2025 at 12:32 AM
Reposted by Simon Nicholas
simonjnicholas.bsky.social
The crisis at British Steel’s Scunthorpe steel works is also an opportunity.

#steel #greeniron #UK #BritishSteel #energytransition
ieefa.org/resources/uk...
UK has an opportunity to create a truly 21st century steel industry
Instead of producing iron domestically, the UK can base its steel industry on modern EAFs and import iron where needed from friendly nations where clean power is already available and affordable.
ieefa.org
April 16, 2025 at 12:35 AM
simonjnicholas.bsky.social
The crisis at British Steel’s Scunthorpe steel works is also an opportunity.

#steel #greeniron #UK #BritishSteel #energytransition
ieefa.org/resources/uk...
UK has an opportunity to create a truly 21st century steel industry
Instead of producing iron domestically, the UK can base its steel industry on modern EAFs and import iron where needed from friendly nations where clean power is already available and affordable.
ieefa.org
April 16, 2025 at 12:35 AM
simonjnicholas.bsky.social
You know the future of Australia's biggest export is looking interesting when the Sydney Morning Herald's property section starts worrying about an iron ore mine in West Africa.

#mining #greeniron #ironore #investing #energytransition #Perth #ausbiz #Australia
www.smh.com.au/property/new...
‘Pilbara killer’: Will this mega African iron ore mine sink Perth house prices?
If our iron ore gravy train becomes a ghost train, what does that mean for Perth’s surging home values? We ask the experts.
www.smh.com.au
April 15, 2025 at 3:01 AM
simonjnicholas.bsky.social
With China now being hit with 145% tariffs and China's iron ore demand already entering structural decline, a new path forward for Australia's biggest export is ever more important.

#mining #ironore #steel #greensteel #investing #China #ausbiz
thewest.com.au/business/lea...
Twiggy sounds alarm over Africa threat to WA iron ore
Africa looms as a ‘massive threat’ to Western Australia’s ‘low-grade’ iron ore, Andrew Forrest warns, but the billionaire says he has the solution.
thewest.com.au
April 10, 2025 at 11:49 PM
simonjnicholas.bsky.social
Rio Tinto continues to push technologies that can realistically decarbonise the steel sector whilst BHP lags behind with its focus on CCS for steel...which is going absolutely nowhere.

#Mining #RioTinto #BHP #steel #ironore #ausbiz
www.riotinto.com/en/news/rele...
Primetals Technologies with Strategic Partner Mitsubishi Corporation, voestalpine, and Rio Tinto to Implement Hydrogen-Based Ironmaking Plant
www.riotinto.com
April 9, 2025 at 12:02 AM
simonjnicholas.bsky.social
The first commercial-scale green steel plant using hydrogen is already under construction in Sweden and is expected to start production in 2026.

“It’s not a question of if it’s going to happen in the steel sector, it is actually happening.”

#steel #greenhydrogen
www.theguardian.com/environment/...
Green hydrogen has stalled in nearly every corner of Australia. So why is the government still revving it up?
Chris Bowen announced $814m for the clean energy source despite projects in doubt across NSW, Queensland and South Australia
www.theguardian.com
March 25, 2025 at 3:51 AM
simonjnicholas.bsky.social
Global competition in the green iron space continues to rise for Australia.

Iron ore giant Vale's plan to supply green hydrogen to its planned "Mega Hub" in Brazil has received 'Global Gateway' flagship status by the EU.

#greeniron #mining #Australia #Brazil
vale.com/w/partnershi...
Partnership between Vale and Green Energy Park in Brazil receives Global Gateway flagship status by the European Union
Companies seek to enable the construction of a green hydrogen plant to supply a Mega Hub in Brazil for the manufacture of low carbon products to the steelmaking industry
vale.com
March 17, 2025 at 9:51 PM
simonjnicholas.bsky.social
France launches manslaughter probe into TotalEnergies over 2021 Mozambique massacre

#TotalEnergies #France #Mozambique #LNG #fossilfuels
www.france24.com/en/live-news...
France launches manslaughter probe into TotalEnergies over 2021 Mozambique massacre
French prosecutors on Friday launched an investigation into TotalEnergies for involuntary manslaughter in connection with a 2021 attack by jihadist militants near a Mozambique gas field. Mozambique's…
www.france24.com
March 16, 2025 at 9:46 PM