Category: Met Coal

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.

September 19, 2023

New Hope Coal reported record profits due to high coal prices, and plans to nearly double production this decade.

September 18, 2023

Thermal coal prices strengthened, surpassing $125 USD/ton, attributed to increased consumption and a sharp rise in gas prices.

September 13, 2023

Time to address the elephant in the room. Whitehaven is most likely going to buy Blackwater and Daunia from BHP.

September 12, 2023

Thinking through the poor relative performance of Ramaco vs the peer group, and I think the situation is going to get worse from here.

September 6, 2023

US domestic met coal market is currently facing several challenges, with the UAW strike looming on the horizon.

August 29, 2023

Coronado Global Resources is reportedly in bilateral talks with South32 regarding a potential acquisition of its Illawarra Metallurgical Coal

August 25, 2023

Australian coal miner Whitehaven Coal has announced weaker-than-expected projections for its fiscal 2024 managed coal output

August 24, 2023

Lets go through BHP’s Economic and Commodity Outlook, pull out/summarize the important highlights and provide my thoughts on various topics.

August 24, 2023

Whitehaven Coal has temporarily suspended its share buyback program to allocate resources for a potential bid for BHP’s coking coal mines.

August 23, 2023

Queensland has warned mining company BHP that its mining licenses could be revoked if the company doesn’t continue investing in the state.