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A rundown of today’s price action and an updated view on re-entry levels…
A rundown of recent coal stock price performances and setups heading into next week…
I’ll start out with this first post by taking the temperature of the global thermal coal markets and looking out over the next year or so.
A quick rundown on today’s continued rip in coal stocks and actions I took…
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…
We walk through calibrating our CEIX model buildup and our projections for Q2…
After being unable to export coal with the Port of Baltimore’s main channel blocked in the wake of the Francis Scott Key Bridge disaster, the CSX railroad said its terminal here has resumed coal shipments and expects to be back to normal early next week…
Herewith a quick note before earnings season kicks off tomorrow morning with Arch Resources results before the bell and earnings call at 10 am.
Jimmy Brock, President & CEO, CONSOL Energy, addressed the West Virginia Coal Association