The Coal Trader

Category: HCC

Technical Analysis Series – HCC

I don’t care for technical analysis much, but sometimes it is the best framework on which to build trade ideas. We examine that here, using HCC as an example…

Technical Analysis Series – AMR

I don’t care for technical analysis much, but sometimes it is the best framework on which to build trade ideas. We examine that here, using AMR as an example…

Coal News Coal Markets Black Thunder Coal Mine

Met Stocks are Re-rating

This seasonal pullback in PLV Futures has not caused such a bad commensurate pullback in met coal stocks.

Coal Markets Coal News Kinder Morgan Coal Terminal

Met Producer Comps

Now that we’ve seen another annual rug pull in metallurgical coal markets, I thought it appropriate to revise forecasts and valuation comps

Warrior Post-Earnings Thoughts

Warrior has the arguably the best met assets in the USA. They have the lowest cost per ton and the most favorable (cheapest) transportation