The Coal Trader

Category: Updates

Thanks and Farewell

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.

Coal Mining & News Natural Resource Partners NRP

Thoughts on NRP

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!

Herewith a quick note before earnings season kicks off tomorrow morning with Arch Resources results before the bell and earnings call at 10 am.

Coal Mining News & Market Updates

Portfolio Update

Herewith an update of my personal account, positioning, trades, etc. by request.

Coal News Coal Markets Black Thunder Coal Mine

Met Stocks are Re-rating

This seasonal pullback in PLV Futures has not caused such a bad commensurate pullback in met coal stocks.

Technical Analysis Update

Herewith the monthly technical analysis update along with some quick commentary on each coal producer.

Sev.en’s Alan Svoboda

Upgrades & Downgrades

March 23, 2024. Today I’m going to initiate coverage of Coronado Global Resources, CRN.AX.

Coal Markets Coal News Kinder Morgan Coal Terminal

Met Producer Comps

Now that we’ve seen another annual rug pull in metallurgical coal markets, I thought it appropriate to revise forecasts and valuation comps