Alliance Resource Partners Delivers Strong Q1 Performance
April 29, 2024
Demonstrating resilience and growth, the company announced increased coal sales volumes, record oil & gas royalty volumes, and…
Category: ARLP
Portfolio Update
April 18, 2024
Herewith an update of my personal account, positioning, trades, etc. by request.
Technical Analysis Update
April 5, 2024
Herewith the monthly technical analysis update along with some quick commentary on each coal producer.
River locks at Baton Rouge, New Orleans closed
April 5, 2024
Two locks on the Mississippi River near Baton Rouge and New Orleans were shut to traffic starting this morning due to structural failures.
AES Will Convert Remaining Coal Units to Burn Natural Gas
March 19, 2024
A major Indiana utility said it’s preparing to switch its remaining coal-fired power plant to burn natural gas.
Alliance Post-Earnings Thoughts
February 2, 2024
The primary risk for Alliance continues to be the coming demand destruction in power generation markets in the US.
Coal News & Price Data – January 29, 2024 – Alliance 2023 Q4 Earnings & Guidance
January 29, 2024
Alliance Resource Partners L.P. (ARLP) reported a decrease in Q4 2023 net income to $115.4 million, falling short of expectations
Alliance Resource Partners Reports Record Year
January 29, 2024
Alliance Resource Partners (ARLP) capped off a strong 2023 with record revenues and net income, driven by its well-contracted coal order book
2023 Q4 MSHA Production Review
January 26, 2024
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.
Updated Producer Comps
January 3, 2024
Met & Thermal Coal Producer Valuations along with a theoretical framework on how I think about valuing coal companies.
Downgrading Thermal
December 12, 2023
I’m going to kick this off by reiterating my avoidance call on all thermal coal, that is US domestic and seaborne thermal.
