Coal News & Price Data – February 13, 2024 – Ramaco Upgrades Guidance
February 13, 2024
Ramaco increased its 2024 sales and production guidance due to strong market demand. Sales guidance raised to 4.2-4.6 million tons
Author: The Coal Trader
Peabody Post-Earnings Thoughts
February 12, 2024
Peabody Energy is one of the more difficult coal names to wrap your arms around in terms of their segments and coal assets around the world
Coal News & Price Data – February 12, 2024 – Stanmore Acquiring Eagle Downs
February 12, 2024
South32 sells its 50% stake in Queensland’s Eagle Downs metallurgical coal project to Stanmore Resources for $15m.
Coal News & Price Data – February 9, 2024 – Weekly Met Market Summary
February 9, 2024
Chinese coking coal market sees quiet activity before the holiday, with PLV prices dropping below $315.00/t FOB.
Coal News & Price Data – February 8, 2024 – Peabody Out w/ Q4 2024 Earnings
February 8, 2024
Peabody Energy’s Q4 2023 showed lower-than-expected net income and revenues due to decreased volumes and higher costs
CONSOL Post-Earnings Thoughts
February 7, 2024
Since sending out the alert yesterday, I’ve gone through the earnings call transcript and tinkered with the numbers a bit more.
Coal News & Price Data – February 7, 2024 – Frictional Ignition Event at Kestrel
February 7, 2024
Kestrel Coal Resources is addressing a production halt due to a “frictional ignition event” to restore metallurgical coal supplies
Coal News & Price Data – February 6, 2024 – Chinese Launch Coal Mine Safety Campaign
February 6, 2024
Stricter regulation of Chinese coal mines aimed at reducing fatalities may lead to supply disruptions and higher prices
CONSOL ALERT
February 6, 2024
As the earnings call is just getting started, I just wanted to share I high conviction thought with you:
Pre-Earnings Narratives & Review
February 5, 2024
Earnings is tough to trade. It’s like betting against the spread in NFL or NCAA Football games, and Vegas is very smart and typically spot on.
Coal News & Price Data – February 5, 2024 – Indonesia Coal Outlook
February 5, 2024
Indonesia’s coal demand is anticipated to stay robust in 2024, supported by steady demand from major importing nations
Alliance Post-Earnings Thoughts
February 2, 2024
The primary risk for Alliance continues to be the coming demand destruction in power generation markets in the US.