
Coal Price & General Expectations
Term structure study of metallurgical and thermal coal prices along with my thoughts on the current rally

Term structure study of metallurgical and thermal coal prices along with my thoughts on the current rally

Q3 2021 Thermal Producer Earnings Revisions; Reviewing my Q3 estimates vs consensus

Q3 2021 Met Producer Earnings Revisions: Reviewing my Q3 estimates vs consensus

Metallurgical Coal Prices – A review of the charts I use to analyze met coal prices

Arch Resources, ticker symbol ARCH, is a metallurgical and thermal coal producer headquartered in St. Louis, MO. ARCH operates seven mines, three of which are thermal mines in the western US, and the remaining four are met mines located in Central Appalachia (CAPP).

There are a lot of coal producers to chose from, how do we chose which ones are worthy of deep research and perhaps our hard earned investment capital?

Members of the United Mine Workers of America Sunday approved a new collective bargaining agreement at a mine idled for almost a year.

Alpha Metallurgical Resources, ticker symbol AMR, is a met coal producer which operates both underground and surface mines in the Central Appalachia (CAPP) coal basin.

Evergrande Contagion – OPEX is lulling the crowd to sleep while a fire rages in China

Metallurgical Price Risks – A review of the mounting downside price risks

Structurally Higher Natural Gas Prices – Could be a Weird Winter

Trading Peabody’s Rally (BTU) – Chase Strength or Wait for a Pullback?