Thungela (TGA): Hidden Value or Value Trap?
September 8, 2025
You must be logged-in to see this content. Logged-in Premium subscribers get full access to this page. If you’re a subscriber but haven’t logged in,
Author: Matthew Warder
HCC Q2 2025 Earnings Preview
August 5, 2025
A quick overview of Warrior Met Coal’s upcoming earnings report…
Wood Mackenzie says global coal demand peak may not occur til 2030
August 5, 2025
You must be logged-in to see this content. Logged-in Premium subscribers get full access to this page. If you’re a subscriber but haven’t logged in,
Coking Coal Update and Thoughts on US Domestic Negotiations
July 31, 2025
Update for coking coal prices and a rundown of steel costs vs margins as a backdrop to domestic negotiations…
Coking Coal Rallies on Sentiment-Driven Gains From China
July 22, 2025
Coking coal market update – July 22, 2025
Met Coal Prices Jump on Indian Buying and China Policy Shift
July 2, 2025
China addresses steel overcapacity, boosting met markets and equities.
Coal Stocks Approaching Value Territory
June 25, 2025
A technical analysis overview of the US coal stocks, which are approaching value territory…
Ramaco Reports Q1 Net Loss, But Record Production
May 13, 2025
You must be logged-in to see this content. Logged-in Premium subscribers get full access to this page. If you’re a subscriber but haven’t logged in,
BTU Weighs Legal Options at Moranbah North
May 12, 2025
You must be logged-in to see this content. Logged-in Premium subscribers get full access to this page. If you’re a subscriber but haven’t logged in,
Moranbah Fire Brings MAC Risk to Peabody-Anglo Deal
May 5, 2025
You must be logged-in to see this content. Logged-in Premium subscribers get full access to this page. If you’re a subscriber but haven’t logged in,