Met Producer Forecasts
Now that I’ve wrapped up the forecasts for the US met producers, I figured I would share it here so that we can compare and contrast.
AMR
US Met Coal Margin Comparisons
US metallurgical producers comparison of costs and profit margins to get a sense of their inherent competitive advantages.
Alpha vs Warrior (& AMR’s outlook)
The market had a positive reaction to Alpha’s earnings, up 8% on the day in sharp contract to Warrior’s earnings reaction, which was down 11%.
Coal News & Price Data – August 4, 2023 – AMR & NRP Earnings Summaries
Earnings summaries for Alpha Metallurgical Resource (AMR) and Natural Resource Partners (NRP)
Q2 2023 MSHA Update
With most of the Q2 2023 MSHA coal production numbers in, I think its time to look under the hood and see what’s going on.
Coal Producer Price Action – A Quick Note
Coal Producer Price Action – A Quick Note: Coal producers continue to bounce as I write this around noon on Wednesday.
Alpha Met Site Visit & Management Meeting
Thoughts on management & how I see an investment in AMR playing out.
Alpha’s Earnings Update
Alpha Metallurgical Resources (AMR) achieved its best output in over 5 years in Q1, producing 4.4 million tons.
Q4 2022 Highlights & Recent MSHA Data
Along w/ a markets and technical analysis review of each US coal producer