Category: METC
Record Floods Devastate Southern WV Coal Country
February 17, 2025
Overview of the effects of recent flooding in southern West Virginia on metallurgical coal supply…
Disappointing China Stimulus Puts Downward Pressure on Coal Stocks
October 8, 2024
A rundown of today’s price action and an updated view on re-entry levels…
Met Coal Futures Hustle into October
October 1, 2024
A quick rundown of global metallurgical coal markets heading into Q4…
Coal Stocks Rip, Time to Flip?
September 24, 2024
A quick rundown of the post-China stimulus rip in coal stocks, and how to think about positioning using some advice from our Substack and Twitter friend Le Shrub…
Q&A: With Ramaco’s Randy Atkins
April 18, 2024
Randall Atkins is a founder and chief executive of metallurgical coal producer Ramaco Resources
Met Stocks are Re-rating
April 16, 2024
This seasonal pullback in PLV Futures has not caused such a bad commensurate pullback in met coal stocks.
Technical Analysis Update
April 5, 2024
Herewith the monthly technical analysis update along with some quick commentary on each coal producer.
Met Producer Comps
March 20, 2024
Now that we’ve seen another annual rug pull in metallurgical coal markets, I thought it appropriate to revise forecasts and valuation comps
Ramaco Post-Earnings Thoughts
March 12, 2024
Ramaco Resources is a pure play metallurgical coal producer in Central Appalachia (CAPP) and primarily operates the following mining…
Ramaco Resources Aims to Double Met Coal Production
March 12, 2024
In a recent earnings call, Ramaco reported a strong finish to the year with record quarterly earnings and ambitious plans for expansion.
Ramaco Resources Inc (METC) Reports Strong Financial Performance Despite Market Challenges
March 8, 2024
Ramaco Resources a leading metallurgical coal producer, navigated a volatile market in 2023 to deliver solid financial results