Jittery LNG & Natural Gas Markets
August 9, 2023
European natural gas prices experienced the largest jump since March of the previous year due to concerns over potential supply disruptions.
Author: The Coal Trader
Coal News & Price Data – August 8, 2023 – Glencore, Coronado & CONSOL Earnings Summaries
August 8, 2023
Glencore Plc has reported a 50% drop in first-half profit due to disappointing Chinese demand affecting commodity prices.
Alpha vs Warrior (& AMR’s outlook)
August 8, 2023
The market had a positive reaction to Alpha’s earnings, up 8% on the day in sharp contract to Warrior’s earnings reaction, which was down 11%.
Coal News & Price Data – August 7, 2023 – IEA Coal Update
August 7, 2023
The International Energy Agency’s mid-year Coal Market Update for 2023 reveals a mixed picture for the coal industry.
Peabody Post-Earnings Thoughts
August 5, 2023
I’m starting to change my outlook on BTU from bad to better.
Coal News & Price Data – August 4, 2023 – AMR & NRP Earnings Summaries
August 4, 2023
Earnings summaries for Alpha Metallurgical Resource (AMR) and Natural Resource Partners (NRP)
Warrior Post-Earnings Discussion
August 4, 2023
Things I got wrong… Erroneous items I failed to anticipate… Going forward and the investment thesis.
Coal News & Price Data – August 3, 2023 – WHC Investor to Kill BHP Bid?
August 3, 2023
An eleventh-hour push by a mystery investor is threatening Whitehaven Coal’s bid for BHP’s Blackwater and Daunia coal mines in Queensland.
Coal News & Price Data – August 2, 2023 – India to Offset Half of China’s Commodity Demand
August 2, 2023
India is expected to fill almost half of the shortfall in commodity demand growth caused by slowing demand in China in the coming decade.
Warrior Met Earnings on Deck
August 2, 2023
HCC is set to release earnings tomorrow (Aug. 2) after the bell.
Coal News & Price Data – August 1, 2023 – ARLP Earnings Summary
August 1, 2023
ARLP reported a net income of $169.8 million, or $1.30 per unit in Q2 2023, up from $163.5 million and $1.23 per unit in Q2 2022.
Coal News & Price Data – July 31, 2023 – India Steel & Infrastructure Booming
July 31, 2023
India’s infrastructure output grew by 8.2% year-on-year in June, the fastest rate in five months, driven by strong performance in sectors like steel, coal, and cement.