
Market Updates
Market Updates: Steel sector has moved past the hype-cycle of a Chinese reopen boom and is settling into a new reality.

Market Updates: Steel sector has moved past the hype-cycle of a Chinese reopen boom and is settling into a new reality.

The Blackwater Coal Mine is owned by the BHP Billiton Mitsubishi Alliance (BMA). It is located 24 kilometres south of Blackwater

Construction weakness & seasonal influences in China & overcapacity of steel production and oversupply of finished steel the country.

Thoughts on management & how I see an investment in AMR playing out.

Corsa Coal (CSO.V) appears to have made significant progress as production levels have risen across all three of its deep mines.

Alpha Metallurgical Resources (AMR) achieved its best output in over 5 years in Q1, producing 4.4 million tons.

Russia’s state review office Glavgosexpertiza approved the construction for the second phase of the huge Elga coking coal deposit,

Along w/ a markets and technical analysis review of each US coal producer

Q1 ’23 Steel Market Overview – And implications for Met Coal

Teck Resources rejected an unsolicited acquisition proposal from Swiss commodity trader and mining company Glencore.

Sojitz Corporation is exploring all options for restarting production at its Crinum underground mine in Queensland, Australia

Metallurgical coal prices have been flying again, touching $390/mt (according to Platts, PLV Low Vol FOB Australia) overnight.