The Coal Trader

Category: ARLP

Technical Analysis Update

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

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.

Mt Pleasant

Downgrading Thermal

I’m going to kick this off by reiterating my avoidance call on all thermal coal, that is US domestic and seaborne thermal.

CONSOL vs Alliance

I’ve been working on summarizing Alliance & CONSOL for the website & it got me thinking about both companies from a compare and contrast point of view