The Coal Trader

Category: AMR

Coal News Coal Markets Black Thunder Coal Mine

Met Stocks are Re-rating

This seasonal pullback in PLV Futures has not caused such a bad commensurate pullback in met coal stocks.

Technical Analysis Update

Herewith the monthly technical analysis update along with some quick commentary on each coal producer.

Coal Markets Coal News Kinder Morgan Coal Terminal

Met Producer Comps

Now that we’ve seen another annual rug pull in metallurgical coal markets, I thought it appropriate to revise forecasts and valuation comps

Coal Mining Coal Markets Longwall Mine Foresight

Pre-Earnings Narratives & Review

Earnings is tough to trade. It’s like betting against the spread in NFL or NCAA Football games, and Vegas is very smart and typically spot on.

Coal Markets Coal News, Barged Coal

2023 Q4 MSHA Production Review

Let’s start with the big overall trend, and for that we need to think in terms of thermal coal, generally when discussing US coal production.

electricity, power, power plant-699473.jpg

Updated Producer Comps

Met & Thermal Coal Producer Valuations along with a theoretical framework on how I think about valuing coal companies.