The Real Reason They Hate Nuclear
August 19, 2022
The Real Reason They Hate Nuclear. The problem of nuclear energy is we don’t need to radically reorganize society.
Author: The Coal Trader
German Energy Apocalypse Update
August 18, 2022
German Energy Apocalypse Update. There’s a growing risk of Europe fracturing due to the German Energy Apocalypse.
Met Coal to Thermal Switching in Australia
August 18, 2022
Met Coal to Thermal Switching in Australia. More evidence of lower quality metallurgical coal being sold into the thermal market in Australia
Why Isn’t China Stimulating Its Economy, and What Does This Mean?
August 17, 2022
China used to be counter-cyclical, but they’re intent on reigning-in their credit bubble. Implications for global growth are profound.
Mining Deaths Highlight Tough Policy Trade-offs in China
August 17, 2022
Mining Deaths Highlight Tough Policy Trade-offs in China. 129 coal miners have died in accidents per the National Mine Safety Administration.
Top Ten Energy Truths
August 16, 2022
The top ten energy truth’s for the so-called energy transition by The Last Optimist Mark P. Mills. Inflation Reduction Act green energy spending.
Thungela Shrugs off Lower Guidance
August 15, 2022
Despite lowering guidance due to rail network issues, Thungela’s (TGA.LN) shares rose due to hefty dividend.
Tata Steel Interview in the Australian Financial Times
August 15, 2022
A recent article was published in the Australian Financial Times with the title “This global steel boss says Australia is not investing enough in coal.” This was a poor editing choice for a title as the content was primarily geared towards the long term outlook for coking coal demand in India. There were a couple questions which touched on the Australian investment climate as it pertains to coal supply, but the meat of the article pertains to the long term nature of coking coal demand. This is why I think every coal investor should read it.
Judge revives Obama-era ban on coal sales from US lands
August 14, 2022
“A federal judge on Friday reinstated a moratorium on coal leasing from federal lands that was imposed under former President Barack Obama and then scuttled under former
New Court Challenge to New Acland Stage 3
August 14, 2022
For New Hope Corp. (NHC.AX) shareholders awaiting approval of New Acland Stage 3 (NAC), there is the possibility of a new court challenge to deal
The Donkin Mine & Morien Resources
August 2, 2022
Deep Dive on the Donkin Ming and Morien Resources. Geology, Reserves, Coal Marketability, Logistics, and more.
Met Producers Q2 2022 Earnings Preview
July 25, 2022
A review of the big three metallurgical coal producers quarterly estimates heading into earnings in the coming weeks.