Category: Met Coal

October 12, 2023

Alpha announced preliminary sales volumes and realizations for Q3 2023, and revised full year 2023 guidance.

October 12, 2023

Alpha Met reported preliminary sales volumes and realizations for Q3 2023 along with revised full-year 2023 guidance.

October 11, 2023

Teck Resources is considering more than just the highest bid for the sale of its metallurgical coal assets.

October 6, 2023

BHP Group plans to retain its remaining metallurgical coal assets, emphasizing a positive outlook for higher-quality raw materials.

October 5, 2023

Metallurgical coal markets continue to rally. Front-month (Oct ‘23) is at $362/mt, whereas long-term prices are currently in the $280’s:

October 4, 2023

Arch Resources and Coronado Global Resources have both reduced their coal sales guidance due to mining difficulties in the US.

October 3, 2023

Arch released a Q3 update, revised guidance lower, and announced their Q3 earnings call, scheduled to take place October 26 at 10am.

September 28, 2023

Met names got a lift yesterday with an update of the B Riley price deck and flow through share price target upgrades.

September 20, 2023

Now that I’ve wrapped up the forecasts for the US met producers, I figured I would share it here so that we can compare and contrast.

September 20, 2023

Whitehaven Coal is considering using $1.1bn to $1.8bn in debt to purchase BHP’s coal mines in Queensland, as suggested by UBS analysts.

September 19, 2023

In terms of metallurgical coal equity share price action, it has been pretty exciting to say the least as they’ve rallied.

September 19, 2023

Why is met rallying? Supply has become incrementally tighter and demand coming out of the summer doldrums is picking up again.