AMR Q4 Earnings Preview
February 27, 2025
A quick preview of AMR’s earnings report due out tomorrow…
Category: AMR
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…
Coal News & Price Data – November 1, 2024
November 1, 2024
Coal News & Price Data – November 1, 2024
AMR Q3 Model Update and Q4 First Look
November 1, 2024
A preview of AMR earnings and Q4 outlook from our modeling…
Disappointing China Stimulus Puts Downward Pressure on Coal Stocks
October 8, 2024
A rundown of today’s price action and an updated view on re-entry levels…
Coal Stocks Shake Off Pullback, Bounce Into Weekend
October 4, 2024
A rundown of recent coal stock price performances and setups heading into next week…
Met Coal Futures Hustle into October
October 1, 2024
A quick rundown of global metallurgical coal markets heading into Q4…
The Gamma Squeeze is On for Coal Stocks
September 27, 2024
A quick rundown on today’s continued rip in coal stocks and actions I took…
Coal Stocks Rip, Time to Flip?
September 24, 2024
A quick rundown of the post-China stimulus rip in coal stocks, and how to think about positioning using some advice from our Substack and Twitter friend Le Shrub…
Q2 Earnings Preview – AMR
August 5, 2024
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…
Coal News & Price Data July 5, 2024 – Mine Fires Reignite Met Market Interest
July 5, 2024
Holy supply disruptions, Batman. Not one, not two, but these THREE separate incidents are going to tighten up metallurgical coal markets over the next month or so…
Technical Analysis Series – HCC
June 24, 2024
I don’t care for technical analysis much, but sometimes it is the best framework on which to build trade ideas. We examine that here, using HCC as an example…