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Category: Updates

Thermal coal update

April 23, 2026

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Yancoal Acquires Kestrel: A Deal Built for a Buyer’s Market

April 15, 2026

Yancoal Australia has agreed to pay up to $2.4 billion for one of the largest underground coking coal mines in the world — $1.85 billion upfront, the rest contingent on price recovery. Our DCF puts fair value at $1.29 billion on the 80% stake at current market assumptions, indicating Yancoal paid a 40%+ premium to acquire the asset…

Quick Coal vs. Gas Thoughts

March 27, 2026

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Coal Trader Live – Iran Impacts

March 24, 2026

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Quick Take: thermal coal prices rising

February 16, 2026

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HCC Q4 2025 Earnings Outlook

February 11, 2026

Warrior heads into Q4 with the same structural story: the legacy mines are steady, and Blue Creek is increasingly becoming the swing factor…

BTU Q4 2025 Earnings Preview

February 4, 2026

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