Category: Met Coal

June 28, 2023

Let’s discuss Alpa (AMR) vs Arch (ARCH) and Warrior Met (HCC)

June 27, 2023

With Australian PLV trading at a premium to CFR China, the arbitrage for Australian coal into China remains firmly closed.

June 13, 2023

This ongoing saga continues, and from my vantage Glencore is strategically out maneuvering Teck’s management.

June 7, 2023

Coal Producer Price Action – A Quick Note: Coal producers continue to bounce as I write this around noon on Wednesday.

June 6, 2023

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

June 1, 2023

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

May 24, 2023

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

May 18, 2023

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

May 10, 2023

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

May 9, 2023

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

May 5, 2023

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

April 23, 2023

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