Pullback in US coal stocks – is it an entry point?
December 18, 2024
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Category: CEIX
Can I get an encore? Do you want more (coal gen)?
December 18, 2024
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ARCH shares shrug off dismal Q3 production and shrinking met margins
November 3, 2024
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CEIX puts in strong Q3
October 30, 2024
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Unpacking yesterday’s World Energy Outlook and implications for coal
October 18, 2024
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Disappointing China Stimulus Puts Downward Pressure on Coal Stocks
October 8, 2024
A rundown of today’s price action and an updated view on re-entry levels…
Coal Stocks Shake Off Pullback, Bounce Into Weekend
October 4, 2024
A rundown of recent coal stock price performances and setups heading into next week…
Taking Stock: Global Thermal Coal
September 30, 2024
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.
The Gamma Squeeze is On for Coal Stocks
September 27, 2024
A quick rundown on today’s continued rip in coal stocks and actions I took…
Coal Stocks Rip, Time to Flip?
September 24, 2024
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…
Earnings Preview – CEIX
August 7, 2024
We walk through calibrating our CEIX model buildup and our projections for Q2…
Coal News & Price Data – May 26, 2024 – CSX Resumes Coal Shipments from Baltimore After Key Bridge Disaster
May 26, 2024
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…