THE CALANDRA REPORT: Subscribe [PCY | KOL | ANK | DSR | GSV] Coal, thermal coal for our purposes, is fired up. Does not look it, when you scan financial media on this arcane commodity. But it is. Or will be. We’ve been talking thermal coal since TCR’s visit to northern Mongolia — and briefly,… Continue Reading

THE CALANDRA REPORT: Subscribe $91 yearly KHUTUL, Mongolia — This is where Mongolia’s newest cement plant is operating. Or will operate when it warms in a month or so and the plant can test fully its new configurations for burning coal to power its output. USD $61.3 million went to Khutul Cement and Chalk LLC for… Continue Reading