Rumors in Alabama – And a possible event-driven trade
February 1, 2022
Rumors in Alabama – And a possible event-driven trade for Warrior Met Coal
Category: Met Coal
Comparing Coal Equities for 2022
December 18, 2021
Comparing Coal Equities for 2022; A Chart and Statistical Review
Met Coal Playbook – Update
December 10, 2021
Signals from Iron Ore futures.. and VALE as an early kicker
What’s Next for the Met Coal Trade?
December 2, 2021
What’s Next for the Met Coal Trade? What I’m anticipating and which producer looks the best for 2022.
Met Coal – 2022 Early Outlook
November 11, 2021
Met Coal – 2022 Early Outlook: Some early thoughts on how 2022 may turn out
Coal Price & General Expectations
October 29, 2021
Term structure study of metallurgical and thermal coal prices along with my thoughts on the current rally
Q3 2021 Met Producer Earnings Revisions
October 19, 2021
Q3 2021 Met Producer Earnings Revisions: Reviewing my Q3 estimates vs consensus
Metallurgical Coal Prices
October 10, 2021
Metallurgical Coal Prices – A review of the charts I use to analyze met coal prices
Comparing Coal Equities – Another Quick Visual Tour
October 1, 2021
There are a lot of coal producers to chose from, how do we chose which ones are worthy of deep research and perhaps our hard earned investment capital?
Vitrinite Coal Receives Approval for Vulcan Complex
September 30, 2021
Australia’s newest metallurgical coal mine, Vitrinite Coal’s Vulcan Complex, located between Moranbah and Dysart in central Queensland
Miner’s union ratifies contract for Peabody Energy’s Shoal Creek mine
September 27, 2021
Members of the United Mine Workers of America Sunday approved a new collective bargaining agreement at a mine idled for almost a year.