
Updated Producer Comps
Met & Thermal Coal Producer Valuations along with a theoretical framework on how I think about valuing coal companies.

Met & Thermal Coal Producer Valuations along with a theoretical framework on how I think about valuing coal companies.

The Chinese steel industry is in the process of shifting from volumes play to quality with a focus on niche markets.

Two new coke batteries open up in Indonesia as Chinese steelmakers continue their push to offshore productive capacity

China’s Customs Tariff Commission stated that starting from January 1, 2024, coal import tariffs are reinstated.

Bangladesh nearly tripled its coal-fired power output in 2023, helping it tide over the worst power shortages in over a decade

China has restored import levies on coal from the beginning of the year, a move that could threaten Russian exporters

US export thermal coal prices are likely to be depressed in 2024 amid mild global demand and poor domestic demand

The steel industry has long been a symbol of global economic might. But as we peer into 2024, the landscape appears more nuanced than ever

Indonesian state-owned coal mining company Bukit Asam (PTBA) has started building train-loading stations to boost output.

Atlantic thermal coal markets look set for a somewhat calmer time in 2024 after the turbulence of recent years

Indonesia’s Ministry of Energy and Mineral Resources is actively seeking to increase investment in the country’s underground coal resources

As the Biden administration promises to eliminate coal power throughout the US, energy experts are sounding the alarm about what will be left