Met Producers Q3 2022 Earnings Preview
October 26, 2022
Herewith a quick preview of the big three US metallurgical coal producers quarterly estimates heading into earnings in the coming week or so.
Author: The Coal Trader
Glencore Inks another Japanese Coal Contract
October 12, 2022
Glencore & Another Japanese Coal Contract. Japanese power utility Tohoku Electric entered a long term contract at a price of $395/mt.
South African Transnet Strike
October 12, 2022
South African Transnet Strike at South Africa’s port and freight rail operator Transnet began on October 6 and is set to worsen.
Coronado and Peabody Merger
October 11, 2022
Coronado and Peabody Merger. Peabody’s (BTU) management sure knows how to screw with shareholder opportunity.
The Heating Season Started Early in Germany
October 6, 2022
The Heating Season Started Early in Germany. Everyone is waiting to see how bad the energy crisis gets in Europe.
“The days of sub $150/mt for coking coal are in the rear-view mirror”
September 30, 2022
The days of sub $150/mt for coking coal are in the rear-view mirror. Ernie Thrasher (of Xcoal) and Neil Bristow (ex-BHP analyst).
India to Boost Coal Power Fleet 25%
September 27, 2022
China has been growing it’s coal fired power fleet, and now India has announced plans to boost capacity by 56 gigawatts (GW) by 2030.
What if US Shale Production Disappoints?
September 23, 2022
What if US Shale Production Disappoints? There’s a growing body of evidence which suggests future shale production could disappoint.
Germany’s Steag ready to bring back 2.3 GW of coal capacity
September 15, 2022
Germany’s Steag to bring back 2.3 GW of coal capacity. They’re demanding permissions be prolonged to 2024, and not tied to gas scarcity.
The Eucalyptus Paradox – Mining Metals Supply Chain
September 14, 2022
The Eucalyptus Paradox – Mining Metals Supply Chain. Society has the goal of energy transition but it’s unwilling to investment in the mines.
Alexander Stahel’s epic tweet storm on European electricity
September 12, 2022
Alexander Stahel epic tweet storm on European electricity. This is a masterclass on European electricity and the crisis at hand.
Wood is now Europe’s Largest “Renewable” Energy Source
September 10, 2022
Wood is now Europe’s Largest Renewable Energy Source. Burning wood pellets is the largest source of renewable energy ahead of wind and solar.