The Coal Trader

Category: CRN.AX

Coal Stocks Rip, Time to Flip?

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…

Sev.en’s Alan Svoboda

Upgrades & Downgrades

March 23, 2024. Today I’m going to initiate coverage of Coronado Global Resources, CRN.AX.

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.