A Potential Windfall for ARLP & BTU
August 31, 2021
A Potential Windfall for ARLP & BTU – A run of bad luck for an ILB competitor could give ARLP & BTU a boost
Author: The Coal Trader
CONSOL Energy Inc. (CEIX)
August 27, 2021
CONSOL Energy Inc. (CEIX) – Summary & Back of the Napkin Proforma
Warrior Met Post-Q2 2021 Earnings Update
August 11, 2021
Warrior Met Post-Q2 2021 Earnings Update – Revised Proforma & Discussion
Alliance Resource Partners (ARLP)
August 9, 2021
Alliance Resource Partners (ARLP) – Summary & Back of the Napkin Proforma
Ramaco Post-Q2 2021 Earnings Update
August 4, 2021
Ramaco Post-Q2 2021 Earnings Update – Revised Proforma & Discussion
Coal Assets & Competitive Advantage Pt. 1
August 2, 2021
Coal Assets & Competitive Advantage Pt. 1 – A quick guide for the new coal investor
Hallador Energy (HNRG)
July 30, 2021
Hallador Energy (HNRG) – Summary & Back of the Napkin Pro Forma
China’s Australian Coal Ban
July 26, 2021
Graphically show the impact from China’s ban on a few metallurgical coal indexes.
Ramaco Resources (METC)
July 23, 2021
Ramaco Resources (METC) – Summary & Back of the Napkin Pro Forma
Australian Coking Coal Futures
July 18, 2021
Australian Coking Coal Futures – A Chart Study on the Forward Curve