Category: Met Coal

December 7, 2023

In light of the Ramaco 2024 Guidance Update, I updated my metallurgical coal price deck and valuations for each of the US met producers.

December 7, 2023

US metallurgical coal exports stood at 3.91 mmt, down 5% on a daily average basis compared to September but up 13% YoY.

December 6, 2023

China’s metallurgical coal stocks decreased in early December, signaling increased demand from end-users restocking

December 5, 2023

Cold weather finally hit Europe over the last couple of weeks. This is a decent start to winter, but thermal markets have a lot of work to do.

December 4, 2023

About 5% of listed coal miner Stanmore Resources changed hands after market close on Friday, as Sinar Mas Group sold a $167M block

December 1, 2023

I’ve been trying to figure out how serious this Shanxi “safety overhaul” is in China over the past couple of days

November 29, 2023

Stanmore will drop 5.82 US cents a share in the pockets of investors, led by Indonesia’s Widjaja family’s Golden Energy and Resources or GEAR

November 27, 2023

The Good, The Bad, and The Ugly

November 27, 2023

Queensland’s Coordinator General has recommended the Winchester South metallurgical coal project to proceed, Whitehaven Coal said on Friday.

November 24, 2023

Soul Patt’s is in talks to join Whitehaven Coal’s debt stack for the latter’s $4.1B acquisition of BHP’s coal mines in Queensland.

November 24, 2023

UK hedge fund Bell Rock failed to disclose it was a substantial holder of Whitehaven Coal shares to the market for more than a year.

November 23, 2023

Russia’s coal producer ELSI is offloading its Siberian assets to focus on developing its flagship Elga coal complex in the Far East.