Peabody Post-Earnings Thoughts
August 5, 2023
I’m starting to change my outlook on BTU from bad to better.
Category: Met Coal
Coal News & Price Data – August 4, 2023 – AMR & NRP Earnings Summaries
August 4, 2023
Earnings summaries for Alpha Metallurgical Resource (AMR) and Natural Resource Partners (NRP)
Warrior Post-Earnings Discussion
August 4, 2023
Things I got wrong… Erroneous items I failed to anticipate… Going forward and the investment thesis.
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.