Q2 Earnings Preview – ARCH
July 24, 2024
First up for the US coal boys on Q2 earnings is ARCH -0.85%↓ who reports tomorrow (7/25/24) and will likely set the tone that the rest of the industry will have to meet or improve upon…
Category: Updates
Muted Met Market Reaction From Longview Mine Fire
July 3, 2024
In the wake of the fire at Allegheny Met Coal’s Longview Mine, we take a look at what the possible market effects might be…
Grosvenor Mine Fire Will Tighten Met Coal Markets
June 30, 2024
Anglo’s Grosvenor Coal Mine in Queensland, Australia was evacuated Saturday morning after a methane ignition caused a fire which engulfed the operation. Here, we take a look at possible effects on met coal markets…
Technical Analysis Series – BTU
June 27, 2024
For our third installment in the series here, I thought it best to tackle Peabody Energy BTU -1.91%↓. That’s not necessarily because it’s an interesting risk-reward at this point in the market cycle. Rather, it’s simply because I get more questions on it than any other coal stock. Well, that and it has had the most predictable trading range of the entire sector…
Technical Analysis Series – HCC
June 24, 2024
I don’t care for technical analysis much, but sometimes it is the best framework on which to build trade ideas. We examine that here, using HCC as an example…
Technical Analysis Series – AMR
June 21, 2024
I don’t care for technical analysis much, but sometimes it is the best framework on which to build trade ideas. We examine that here, using AMR as an example…
US Met Coal Prices Don’t Reflect Reality
June 5, 2024
What to expect from the website and service over the next few months, and a
Service Updates and Met Market Thoughts
May 15, 2024
What to expect from the website and service over the next few months, and a
Thanks and Farewell
May 3, 2024
This is David Dyer, the Founder of The Coal Trader Substack & website service. I just wanted to provide some context on what is going on behind the scenes here with this service.
Thoughts on NRP
April 28, 2024
I’ve been looking through NRP’s 10-Ks, as well as many of their public or formerly public lessees, and I’ve found enough public information to present a comprehensive analysis
Earnings Season!
April 24, 2024
Herewith a quick note before earnings season kicks off tomorrow morning with Arch Resources results before the bell and earnings call at 10 am.
Portfolio Update
April 18, 2024
Herewith an update of my personal account, positioning, trades, etc. by request.