Category: Met Coal

May 4, 2022

Q1 2022 Met Coal Producer Earnings

March 4, 2022

What to expect for Alpha’s Earnings along with a proforma for 2022.

February 21, 2022

Warrior Met Q4 2021 Earnings Review; What to expect & proforma for 2022

February 11, 2022

Arch Q4 2021 Earnings Review; What to expect & proforma for 2022

February 1, 2022

Rumors in Alabama – And a possible event-driven trade for Warrior Met Coal

January 18, 2022

Coking Coal to Moon Again? – Key factors I’m watching

December 18, 2021

Comparing Coal Equities for 2022; A Chart and Statistical Review

December 10, 2021

Signals from Iron Ore futures.. and VALE as an early kicker

December 2, 2021

What’s Next for the Met Coal Trade? What I’m anticipating and which producer looks the best for 2022.

November 11, 2021

Met Coal – 2022 Early Outlook: Some early thoughts on how 2022 may turn out

October 29, 2021

Term structure study of metallurgical and thermal coal prices along with my thoughts on the current rally

October 19, 2021

Q3 2021 Met Producer Earnings Revisions: Reviewing my Q3 estimates vs consensus