Category: Updates
CEIX puts in strong Q3
October 30, 2024
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Unpacking yesterday’s World Energy Outlook and implications for coal
October 18, 2024
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Coal-gas switching…Asia-Pac Edition
October 15, 2024
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Coal/gas Switching in EU Power Market
October 11, 2024
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Disappointing China Stimulus Puts Downward Pressure on Coal Stocks
October 8, 2024
A rundown of today’s price action and an updated view on re-entry levels…
Coal Stocks Shake Off Pullback, Bounce Into Weekend
October 4, 2024
A rundown of recent coal stock price performances and setups heading into next week…
ARA Coal Stockpiles Dip to 3.32 mm Tonnes Ahead of Winter
October 3, 2024
Coal stockpiles at ARA dipped again last week to 3.3 mm metric tonnes, down from 6 mm metric tonnes at this time last year and the lowest levels since 2022. The stockpiles are mostly thermal coal for use in NW Europe, so what does that mean for Atlantic Basin thermal coal prices?…
Met Coal Futures Hustle into October
October 1, 2024
A quick rundown of global metallurgical coal markets heading into Q4…
Taking Stock: Global Thermal Coal
September 30, 2024
I’ll start out with this first post by taking the temperature of the global thermal coal markets and looking out over the next year or so.
The Gamma Squeeze is On for Coal Stocks
September 27, 2024
A quick rundown on today’s continued rip in coal stocks and actions I took…
Flurry of Deals Push Met Market Higher
September 25, 2024
Australian coking coal prices are continuing their upward momentum, driven by some (finally!) robust trading activity and slightly improving market sentiment. The physical market has now seen multiple deals concluded at prices above previous index levels, while futures prices on the Singapore Exchange (SGX) are also moving up in concert…