
Thoughts on Thermal Coal
European coal price have found a footing in the $110-120/mt range as natural gas supply sees uncertainty in absence of Russian flows.

European coal price have found a footing in the $110-120/mt range as natural gas supply sees uncertainty in absence of Russian flows.

I keep harping on TTF as the fulcrum for energy markets (coal and natgas), and the price has moved up over 65% from its lows on June 2

Coal Producer Price Action – A Quick Note: Coal producers continue to bounce as I write this around noon on Wednesday.

Market Updates: Steel sector has moved past the hype-cycle of a Chinese reopen boom and is settling into a new reality.

The US domestic thermal coal situation is honestly a dumpster fire at this moment in time.

Along w/ a markets and technical analysis review of each US coal producer

It’s time to put Australian thermal producers on alert again, namely Whitehaven, New Hope and Yancoal.

Global thermal coal markets saw another decline in forward prices last week, despite stable natural gas prices.

The shoulder season dip and high coal and gas inventories continue to weigh on spot seaborne thermal coal pricing.

Here’s the quarterly details, including average sales price realizations, costs, and sales volumes for Arch Resources.

Glencore & Another Japanese Coal Contract. Japanese power utility Tohoku Electric entered a long term contract at a price of $395/mt.

Despite lowering guidance due to rail network issues, Thungela’s (TGA.LN) shares rose due to hefty dividend.