The Shanxi Squeeze Trade Begins to Unwind
June 18, 2026
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Author: Matthew Warder
Iran Deal Optimism Sparks Coal Stock Correction
June 15, 2026
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China's Physical Market Stays Bullish While Met Futures Turn Cautious
June 12, 2026
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Core Values: SOTP for Core Natural Resources (CNR)
June 8, 2026
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Thermal coal market update
June 3, 2026
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We Built the U.S. Coal Production Database We Always Wanted
June 2, 2026
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Indian Power Demand Continues to Run at New Peaks
May 27, 2026
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Thermal coal poised for further gains as we enter summer cooling season
May 22, 2026
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Anglo Exits Australian Steelmaking Coal for up to $3.9B
May 19, 2026
Anglo American has agreed to sell its entire Australian steelmaking coal portfolio to UK-based Dhilmar Limited for up to USD 3.875 billion, completing one of the more eventful corporate coal exits in recent memory…
METC Q1 2026 Earnings Preview
May 11, 2026
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How US Met Coal Should Actually Be Priced
May 11, 2026
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Pretty Wild How Mid-Vol Affects Low-Vol, Ain't It Platts?
May 8, 2026
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