The European Union’s recent initiation of an anti-dumping (AD) investigation into hot-rolled flat steel imports from Egypt, India, Japan, and Vietnam has triggered significant responses from global market participants. Concerns are rising over the potential impact on supply chains and pricing across the steel industry…
The U.S. Supreme Court’s decision to overturn the Chevron doctrine on June 28 has introduced significant legal and regulatory uncertainty for regulated utilities, according to Moody’s Ratings. The Chevron doctrine, established in 1984, had allowed courts to defer to federal agencies’ interpretations of ambiguous laws. Its removal may complicate regulatory processes and create challenges for the power sector…
A rundown of recent price changes in the broader coal markets…
We walk through calibrating our CEIX model buildup and our projections for Q2…
In this post, we take a look through our current projections for AMR’s Q2 earnings and the process of how we build them up…
A rundown of the week’s news and price assessments…
Peabody reported strong financial results for Q2 2024, beating estimates by a wide margin with a net income attributable to common stockholders of $199.4 million, or $1.42 per diluted share, and adjusted EBITDA of $309.7 million…
Warrior Met Coal announced robust financial and operational results for the second quarter of 2024, showcasing its continued success despite facing challenging market conditions…
The increasing electricity demand from data centers, driven by the rise of AI technologies, could significantly threaten grid reliability in the United States, according to a recent report by the Conference Board…
In the latter half of 2024, the global market is anticipated to experience a significant shortage of Russian High-CV coal as exports continue to decline…
Anglo American announced that the fire at the Grosvenor coal mine in central Queensland is believed to be extinguished…
A walk through our Q2 estimates for HCC relative to expectations…