There has been a huge shift in momentum from the met coal side to the thermal coal side over the last few weeks as we reported in our $CEIX earnings preview last week. And having just returned from the West Virginia Coal Association’s Annual Meeting at the Greenbrier, I can confirm that attitudes are cautiously optimistic about a solid back half of the year…
We walk through calibrating our CEIX model buildup and our projections for Q2…
In this post, we take a look through our current projections for AMR’s Q2 earnings and the process of how we build them up…
A walk through our Q2 estimates for HCC relative to expectations…
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…
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…
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…
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…
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…
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…
What to expect from the website and service over the next few months, and a