Author: Matthew Warder
China Unveils Comprehensive Plan to Boost Domestic Consumption
March 17, 2025
An overview of China’s latest stimulus measures…
Thermal coal market update (10 March)
March 11, 2025
A slightly longer update than our usual posts on thermal coal markets…
Initiating Coverage on Whitehaven Coal (ASX: WHC)
March 4, 2025
Overview of coverage kickoff for Whitehaven Coal (WHC.AX, WHITF)…
AMR Q4 Earnings Preview
February 27, 2025
A quick preview of AMR’s earnings report due out tomorrow…
Quick CNR Q4 Earnings Preview
February 19, 2025
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Record Floods Devastate Southern WV Coal Country
February 17, 2025
Overview of the effects of recent flooding in southern West Virginia on metallurgical coal supply…
Mongolia, China to Build New Cross-Border Railway
February 14, 2025
Mongolia and China have agreed to construct a new cross-border railway to expand coal exports, with construction set to begin in April 2025 and expected to take 2.5 years. Once completed, the railway will increase Mongolia’s coal transport capacity by 30 million tonnes annually…
Construction of Coal Power Plants in China Hits Highest Level in a Decade
February 14, 2025
A quick rundown on new coal power plants in China…