Category: HCC
Coal News & Price Data – November 1, 2024
November 1, 2024
Coal News & Price Data – November 1, 2024
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…
Met Coal Futures Hustle into October
October 1, 2024
A quick rundown of global metallurgical coal markets heading into Q4…
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…
Coal News & Price Data – August 2, 2024 – API 2 Thermal Rises as Met Tries to Stabilize
August 2, 2024
A rundown of the week’s news and price assessments…
Warrior Met Coal Reports Strong Q2 2024 Performance, Progress on Blue Creek
August 2, 2024
Warrior Met Coal announced robust financial and operational results for the second quarter of 2024, showcasing its continued success despite facing challenging market conditions…
Q2 Earnings Preview – HCC
July 31, 2024
A walk through our Q2 estimates for HCC relative to expectations…
Coal News & Price Data July 5, 2024 – Mine Fires Reignite Met Market Interest
July 5, 2024
Holy supply disruptions, Batman. Not one, not two, but these THREE separate incidents are going to tighten up metallurgical coal markets over the next month or so…
Grosvenor Mine Fire Will Tighten Met Coal Markets
June 30, 2024
Anglo’s Grosvenor Coal Mine in Queensland, Australia was evacuated Saturday morning after a methane ignition caused a fire which engulfed the operation. Here, we take a look at possible effects on met coal markets…