>>20095152Indonesia will likely come to the rescue of China, India, and Southeast Asia by providing coal imports to those places while Australia begins cutting exports. So look into investing in Indonesian miners.
Russia could also export to all those areas.
On the supply side, Indonesia once again proved to be the most flexible exporter
and will export close to 500 Mt in 2023, a level that has never been reached by
any country before. Australia will increase exports by 10 Mt as disruptions induced
by La Niña in the past few years recede. Russia’s efforts to replace its former
European energy customers continue, with about half of exports in 2023 directed
to China, up from less than one-quarter in 2021.
