The Coal Trader

Category: ARCH

Earnings Season!

Herewith a quick note before earnings season kicks off tomorrow morning with Arch Resources results before the bell and earnings call at 10 am.

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