
Q2 Earnings Preview – BTU
A look through our estimates for Q2 earnings…


Met coal prices are down again, but by less as the deceleration continues leading into August as market participants wait on their saviors in India…

First up for the US coal boys on Q2 earnings is ARCH -0.85%↓ who reports tomorrow (7/25/24) and will likely set the tone that the rest of the industry will have to meet or improve upon…

The Environmental Protection Agency (EPA) continues to enforce stringent emissions regulations on the energy sector, including a new rule requiring coal-fired power plants to capture at least 90% of their CO2 emissions…

China has launched an action plan to promote the low-carbon transformation of coal-fired power, co-issued by the National Development and Reform Commission and the National Energy Administration (NEA)…

Global electricity demand is set to grow at its fastest pace in nearly 20 years in 2024, driven by increased air conditioning use due to rising temperatures, the International Energy Agency (IEA) reported today…

ArcelorMittal Poland (AMP) announced the permanent closure of its remaining coke battery at the Krakow plant…

In the first half of 2024, coal mining enterprises in Kuzbass produced 102.8 million tonnes of coal, marking a 5.5% year-on-year decline…

Indian steelmakers are grappling with a surge of cheap steel imports, which has turned India into a net steel importer in the first quarter of FY25 (April to June)…

In the first half of 2024, Russian coal shipments saw a notable decrease, falling to 25 million tonnes…

A rundown of recent price action in global coal markets…

Met coal prices continue to weaken, but have finally begun to decelerate as we approach August and the return (hopefully) of Indian end users to the spot market…