Met Producer Forecasts
Now that I’ve wrapped up the forecasts for the US met producers, I figured I would share it here so that we can compare and contrast.
Now that I’ve wrapped up the forecasts for the US met producers, I figured I would share it here so that we can compare and contrast.
Thinking through the poor relative performance of Ramaco vs the peer group, and I think the situation is going to get worse from here.
US metallurgical producers comparison of costs and profit margins to get a sense of their inherent competitive advantages.
Demand for Asian thermal coal remains. Miners are offering limited spot cargo due to high production costs and royalties.
With most of the Q2 2023 MSHA coal production numbers in, I think its time to look under the hood and see what’s going on.
Herewith a few points really quick to give you something to chew on in preparation for earnings season in regards to METC, ARCH & BTU.
Along w/ a markets and technical analysis review of each US coal producer
Q3 2021 Met Producer Earnings Revisions: Reviewing my Q3 estimates vs consensus
Ramaco Post-Q2 2021 Earnings Update – Revised Proforma & Discussion