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Latest Subscriber Articles:

When Fundamentals Matter… And When They Don't

July 10, 2026

Met Coal: Seasonal Demand Softens, But Global Supply Constraints Remain Intact

June 26, 2026

Asia's thermal coal imports elevated on Japan, SK, China buying

June 25, 2026

Peabody unlocks significant cash you didn't know it had

June 22, 2026

The Shanxi Squeeze Trade Begins to Unwind

June 18, 2026

Iran Deal Optimism Sparks Coal Stock Correction

June 15, 2026

China's Physical Market Stays Bullish While Met Futures Turn Cautious

June 12, 2026

Core Values: SOTP for Core Natural Resources (CNR)

June 8, 2026

Thermal coal market update

June 3, 2026

We Built the U.S. Coal Production Database We Always Wanted

June 2, 2026

Indian Power Demand Continues to Run at New Peaks

May 27, 2026

Thermal coal poised for further gains as we enter summer cooling season

May 22, 2026

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Qatar LNG Disruption Raises Winter Gas Risks — and Gives Coal a Near-Term Tailwind

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July 2, 2026

The Shanxi Squeeze Trade Begins to Unwind

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June 18, 2026

China's Physical Market Stays Bullish While Met Futures Turn Cautious

•

June 12, 2026

Core Values: SOTP for Core Natural Resources (CNR)

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June 8, 2026

We Built the U.S. Coal Production Database We Always Wanted

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June 2, 2026

How US Met Coal Should Actually Be Priced

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May 11, 2026

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Reuters reports on recent China, India coal projections

February 12, 2026

US Grid Leaned Heavily on Coal in Week Ended 25 Jan

January 29, 2026

CNR Resumes Longwall Mining at Leer South

December 18, 2025

Thermal Coal News Review

December 15, 2025

China, India Thermal Coal Imports Up in November

December 8, 2025

Reuters: "High and rising natural gas costs may spur fresh climb in US coal use"

December 5, 2025

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The Play on Coal + LNG, Steel & More

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Coal W/ a Side of Copper, REE, Macro

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Unpacking Peabody’s Anglo Deal

Tribeca's $300M Bet: Going Activist on Glencore (Ben Cleary)

Tribeca's $300M Bet: Going Activist on Glencore (Ben Cleary)

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Melbourne Mining Club in London 2023. Gary Nagle, CEO, Glencore

Melbourne Mining Club in London 2023. Gary Nagle, CEO, Glencore

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Coal might be a solution to the rare-earths problem in the U.S., says Ramaco's Randall Atkins

Coal might be a solution to the rare-earths problem in the U.S., says Ramaco's Randall Atkins

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Seth Schwartz - MetCoke Conf November 2023

Seth Schwartz - MetCoke Conf November 2023

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MetCoke Conf Panel November 2023

MetCoke Conf Panel November 2023

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Mohnish Pabrai’s MASSIVE Investment | AMR Stock Analysis

Mohnish Pabrai’s MASSIVE Investment | AMR Stock Analysis

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Energy Underinvestment to Induce "Decade of Shortages" with Adam Rozencwajg

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Anglo Exits Australian Steelmaking Coal for up to $3.9B

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May 19, 2026

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May 12, 2025

Moranbah Fire Brings MAC Risk to Peabody-Anglo Deal

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May 5, 2025

Tariffs, Mine Closures, and Policy Pushes Weave a Tangled Web for Coal

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April 9, 2025

Anglo's Moranbah North Mine Evacuated Due to Carbon Monoxide Levels

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March 31, 2025

Regulatory Report on Grosvenor Fire Released, Prompting Broader Industry Inspections

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October 3, 2024

Coal News & Price Data – August 2, 2024 – API 2 Thermal Rises as Met Tries to Stabilize

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August 2, 2024

Fire Extinguished at Grosvenor Coal Mine, Anglo American CEO Confirms

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August 1, 2024

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