Thoughts on Chinese Permitted Coal Power
August 31, 2023
In the first half of 2023, China approved 52 GW of new coal power projects, a significant increase from the 15 GW permitted in H1 2022
Category: Thermal Coal
CONSOL vs Alliance
August 29, 2023
I’ve been working on summarizing Alliance & CONSOL for the website & it got me thinking about both companies from a compare and contrast point of view
Coal News & Price Data – August 25, 2023 – Whitehaven Update
August 25, 2023
Australian coal miner Whitehaven Coal has announced weaker-than-expected projections for its fiscal 2024 managed coal output
Initiating Coverage of Thungela Resources
August 22, 2023
I am initiating coverage of Thungela Resources (ticker: TGA.LN) on 8/22/2023 with…
Coal News & Price Data – August 22, 2023 – BHP’s Earnings
August 22, 2023
BHP, the world’s largest mining company by market capitalization, reported a 37% drop in its underlying profits for the year ending in June
Coal News & Price Data – August 21, 2023 – Thungela’s Profits Fall
August 21, 2023
Thungela Resources reported a 69% drop in profits during the first half of the year due to lower coal prices and logistical challenges.
US Coal Outlook
August 15, 2023
July’s high summer temperatures and heatwaves in many parts of the country led to increased thermal coal burn.
Coal News & Price Data – August 14, 2023 – US Steel Rejects $7.3B Bid from Cleveland Cliffs
August 14, 2023
Cleveland-Cliffs made an offer to acquire US Steel, valuing each share at $32.53, a 43% premium over US Steel’s last closing price.
Coal News & Price Data – August 8, 2023 – Glencore, Coronado & CONSOL Earnings Summaries
August 8, 2023
Glencore Plc has reported a 50% drop in first-half profit due to disappointing Chinese demand affecting commodity prices.
Coal News & Price Data – August 4, 2023 – AMR & NRP Earnings Summaries
August 4, 2023
Earnings summaries for Alpha Metallurgical Resource (AMR) and Natural Resource Partners (NRP)
Coal News & Price Data – July 28, 2023 – BTU, ARCH & TECK Earnings
July 28, 2023
BTU, ARCH & TECK Earnings
Q2 2023 MSHA Update
July 24, 2023
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.