Category: Thermal Coal

July 24, 2023

Herewith a few points really quick to give you something to chew on in preparation for earnings season in regards to METC, ARCH & BTU.

July 11, 2023

Thermal coal markets have high inventories and are experiencing increased demand during the summer cooling season in the northern hemisphere.

June 21, 2023

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

June 15, 2023

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

June 7, 2023

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

June 6, 2023

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

May 16, 2023

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

April 23, 2023

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

April 21, 2023

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

April 18, 2023

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

April 5, 2023

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

February 8, 2023

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