Power Plant Pipeline – More Thoughts
September 6, 2023
We’re beginning to see the inadequacy of Chinese coal production to meet their own power demands as production falters & demand climbs.
Author: The Coal Trader
Coal News & Price Data – September 6, 2023 – NSW Revises Royalty Rates
September 6, 2023
New South Wales (NSW) will update coal royalty rates to ensure a fair return for the state’s resources in modern market conditions.
Chinese Market: 2023 Coal Mid-Term Strategy
September 5, 2023
The following report published by a Chinese investment bank, Cinda Securities, contains some inside baseball on the Chinese coal industry.
Coal News & Price Data – September 5, 2023 – Cameco Lowers Production Guide
September 5, 2023
Cameco has provided a market update indicating challenges at the Cigar Lake mine and Key Lake mill will affect their 2023 production forecast.
Coal News & Price Data – September 1, 2023 – Coking Coal Rallies Amid More Safety Checks
September 1, 2023
Safety inspectors in China’s Shaanxi province have ordered the suspension of operations at two more coal mines
Thoughts on Chinese Permitted Coal Power
August 31, 2023
In the first half of 2023, China approved 52 GW of new coal power projects, a significant increase from the 15 GW permitted in H1 2022
Coal News & Price Data – August 31, 2023 – Met Coal Looking Bullish
August 31, 2023
Australian prime hard met coal prices are expected to rally further due to a supply squeeze, resulting in progressively higher priced trades.
Coal News & Price Data – August 30, 2023 – China Approved More Coal Power
August 30, 2023
In the first half of 2023, China approved 52 GW of new coal power projects, a significant increase from the 15 GW permitted in H1 2022
CONSOL vs Alliance
August 29, 2023
I’ve been working on summarizing Alliance & CONSOL for the website & it got me thinking about both companies from a compare and contrast point of view
Coal News & Price Data – August 29, 2023 – More Met Coal M&A Activity
August 29, 2023
Coronado Global Resources is reportedly in bilateral talks with South32 regarding a potential acquisition of its Illawarra Metallurgical Coal
Coal News & Price Data – August 28, 2023 – Thermal Cost Pressures Mount
August 28, 2023
The IEA’s July 2023 coal market update reveals production costs remain high, as reflected in recent financial reports from producers.
Coal News & Price Data – August 25, 2023 – Whitehaven Update
August 25, 2023
Australian coal miner Whitehaven Coal has announced weaker-than-expected projections for its fiscal 2024 managed coal output