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Coal News for Mining & Investing Professionals

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?…

Coal Mining Paradip Coal Port India

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.

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…

Coal Stocks Rip, Time to Flip?

September 24, 2024

A quick rundown of the post-China stimulus rip in coal stocks, and how to think about positioning using some advice from our Substack and Twitter friend Le Shrub…

Coal Mining Coal Stockpile West Virginia

Thermal Coal Markets Run As Met Retracts

August 13, 2024

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…

Q2 Earnings Preview – AMR

August 5, 2024

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…

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