Market Updates
June 6, 2023
Market Updates: Steel sector has moved past the hype-cycle of a Chinese reopen boom and is settling into a new reality.
Author: The Coal Trader
Steel & Met Market Update
May 24, 2023
Construction weakness & seasonal influences in China & overcapacity of steel production and oversupply of finished steel the country.
Alpha Met Site Visit & Management Meeting
May 18, 2023
Thoughts on management & how I see an investment in AMR playing out.
US Thermal Coal Dumpster Fire
May 16, 2023
The US domestic thermal coal situation is honestly a dumpster fire at this moment in time.
Thoughts on China
May 11, 2023
Thoughts on China: China is on a trajectory similar to Japan’s economic situation in the early 1990’s.
Corsa Coal’s Earnings Update
May 10, 2023
Corsa Coal (CSO.V) appears to have made significant progress as production levels have risen across all three of its deep mines.
Alpha’s Earnings Update
May 9, 2023
Alpha Metallurgical Resources (AMR) achieved its best output in over 5 years in Q1, producing 4.4 million tons.
Q4 2022 Highlights & Recent MSHA Data
April 23, 2023
Along w/ a markets and technical analysis review of each US coal producer
Alert on Australian Thermal Producers
April 21, 2023
It’s time to put Australian thermal producers on alert again, namely Whitehaven, New Hope and Yancoal.
Thermal Coal Note
April 18, 2023
Global thermal coal markets saw another decline in forward prices last week, despite stable natural gas prices.
Q1 ’23 Steel Market Overview
April 7, 2023
Q1 ’23 Steel Market Overview – And implications for Met Coal