Category: China

October 27, 2023

After Peabody released earnings on Thursday morning, the market sold the stock off heavy and there wasn’t a good reason why.

October 18, 2023

We finally got news that Whitehaven is the preferred bidder for the Blackwater and Daunia mines being sold by BHP.

October 18, 2023

Whitehaven Coal is the preferred bidder for BHP’s Blackwater and Daunia metallurgical coal mines estimated to cost up to $4.1 billion.

October 17, 2023

Ramaco Resources (METC) pre-announced earnings, providing a tight range for Net Income and EBITDA. They also revised FY 2023 guidance.

October 12, 2023

Alpha Met reported preliminary sales volumes and realizations for Q3 2023 along with revised full-year 2023 guidance.

October 11, 2023

Teck Resources is considering more than just the highest bid for the sale of its metallurgical coal assets.

October 8, 2023

It’s important to think about Chinese policy and ask ourselves why their actions don’t quite line up with their rhetoric.

October 6, 2023

BHP Group plans to retain its remaining metallurgical coal assets, emphasizing a positive outlook for higher-quality raw materials.

October 4, 2023

Arch Resources and Coronado Global Resources have both reduced their coal sales guidance due to mining difficulties in the US.

September 20, 2023

Now that I’ve wrapped up the forecasts for the US met producers, I figured I would share it here so that we can compare and contrast.

September 20, 2023

Whitehaven Coal is considering using $1.1bn to $1.8bn in debt to purchase BHP’s coal mines in Queensland, as suggested by UBS analysts.

September 19, 2023

New Hope Coal reported record profits due to high coal prices, and plans to nearly double production this decade.