The Donkin Mine & Morien Resources
August 2, 2022
Deep Dive on the Donkin Ming and Morien Resources. Geology, Reserves, Coal Marketability, Logistics, and more.
Category: Thermal Coal
API2 Prices in the Absence of Russian Coal
June 9, 2022
The Russian coal ban mainly impacts API2 thermal futures at the delivery point of Antwerp-Rotterdam-Amsterdam (ARA).
Arch Q4 2021 Earnings Review
February 11, 2022
Arch Q4 2021 Earnings Review; What to expect & proforma for 2022
Comparing Coal Equities for 2022
December 18, 2021
Comparing Coal Equities for 2022; A Chart and Statistical Review
Coal Price & General Expectations
October 29, 2021
Term structure study of metallurgical and thermal coal prices along with my thoughts on the current rally
Comparing Coal Equities – Another Quick Visual Tour
October 1, 2021
There are a lot of coal producers to chose from, how do we chose which ones are worthy of deep research and perhaps our hard earned investment capital?
Trading Peabody’s Rally (BTU)
September 3, 2021
Trading Peabody’s Rally (BTU) – Chase Strength or Wait for a Pullback?
A Potential Windfall for ARLP & BTU
August 31, 2021
A Potential Windfall for ARLP & BTU – A run of bad luck for an ILB competitor could give ARLP & BTU a boost
Rio Tinto completes the sale of Winchester South for $200 million
June 28, 2018
Rio Tinto has completed the sale of its 75 per cent interest in the Winchester South coal project in Queensland to Whitehaven Coal.