Initiating Coverage on Hallador Energy (HNRG)
December 18, 2024
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Category: Updates
Can I get an encore? Do you want more (coal gen)?
December 18, 2024
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ARCH shares shrug off dismal Q3 production and shrinking met margins
November 3, 2024
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AMR Q3 Model Update and Q4 First Look
November 1, 2024
A preview of AMR earnings and Q4 outlook from our modeling…
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?…