Warrior Post-Earnings Discussion
August 4, 2023
Things I got wrong… Erroneous items I failed to anticipate… Going forward and the investment thesis.
Category: Met Coal
Warrior Met Earnings on Deck
August 2, 2023
HCC is set to release earnings tomorrow (Aug. 2) after the bell.
Coal News & Price Data – August 1, 2023 – ARLP Earnings Summary
August 1, 2023
ARLP reported a net income of $169.8 million, or $1.30 per unit in Q2 2023, up from $163.5 million and $1.23 per unit in Q2 2022.
Chinese Stimulus Dud?
July 29, 2023
In terms of Chinese economic growth and steel demand, here’s what we know.
Coal News & Price Data – July 28, 2023 – BTU, ARCH & TECK Earnings
July 28, 2023
BTU, ARCH & TECK Earnings
Annual Met Contract Pricing Discussion
July 26, 2023
I had lunch with a met producer sales guy yesterday and while discussing the upcoming domestic sales negotiating season, he mentioned that met buyers (North American end-users) seemingly “have all the power.”
Something to Chew on for Earnings Season
July 24, 2023
Herewith a few points really quick to give you something to chew on in preparation for earnings season in regards to METC, ARCH & BTU.
Risks for Arch vs the Peer Group
June 28, 2023
Let’s discuss Alpa (AMR) vs Arch (ARCH) and Warrior Met (HCC)
Note on Met Coal & Steel Markets
June 27, 2023
With Australian PLV trading at a premium to CFR China, the arbitrage for Australian coal into China remains firmly closed.
Glencore & Teck Update
June 13, 2023
This ongoing saga continues, and from my vantage Glencore is strategically out maneuvering Teck’s management.
Coal Producer Price Action – A Quick Note
June 7, 2023
Coal Producer Price Action – A Quick Note: Coal producers continue to bounce as I write this around noon on Wednesday.