Coal News & Price Data – August 22, 2023 – BHP’s Earnings
BHP, the world’s largest mining company by market capitalization, reported a 37% drop in its underlying profits for the year ending in June
Earnings
Coal News & Price Data – August 9, 2023 – Ramaco & Corsa Earnings Summaries
Demand for Asian thermal coal remains. Miners are offering limited spot cargo due to high production costs and royalties.
Coal News & Price Data – August 8, 2023 – Glencore, Coronado & CONSOL Earnings Summaries
Glencore Plc has reported a 50% drop in first-half profit due to disappointing Chinese demand affecting commodity prices.
Coal News & Price Data – August 4, 2023 – AMR & NRP Earnings Summaries
Earnings summaries for Alpha Metallurgical Resource (AMR) and Natural Resource Partners (NRP)
Warrior Post-Earnings Discussion
Things I got wrong… Erroneous items I failed to anticipate… Going forward and the investment thesis.
Coal News & Price Data – August 1, 2023 – ARLP Earnings Summary
ARLP reported a net income of $169.8 million, or $1.30 per unit in Q2 2023, up from $163.5 million and $1.23 per unit in Q2 2022.
Something to Chew on for Earnings Season
Herewith a few points really quick to give you something to chew on in preparation for earnings season in regards to METC, ARCH & BTU.