US Met Coal Prices Don’t Reflect Reality
June 5, 2024
What to expect from the website and service over the next few months, and a
Category: Updates
Service Updates and Met Market Thoughts
May 15, 2024
What to expect from the website and service over the next few months, and a
Thanks and Farewell
May 3, 2024
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.
Thoughts on NRP
April 28, 2024
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!
April 24, 2024
Herewith a quick note before earnings season kicks off tomorrow morning with Arch Resources results before the bell and earnings call at 10 am.
Portfolio Update
April 18, 2024
Herewith an update of my personal account, positioning, trades, etc. by request.
Met Stocks are Re-rating
April 16, 2024
This seasonal pullback in PLV Futures has not caused such a bad commensurate pullback in met coal stocks.
Whitehaven Gets Back to Back Upgrades
April 10, 2024
UBS put out a note yesterday, upgrading Whitehaven to Buy, in light of their recent acquisition of the BMA mines, Blackwater and Daunia.
Technical Analysis Update
April 5, 2024
Herewith the monthly technical analysis update along with some quick commentary on each coal producer.
What’s going on in met markets?
April 2, 2024
Steel prices are pretty dismal. There’s clearly an oversupply in Asia, Europe and North America.
Upgrades & Downgrades
March 22, 2024
March 23, 2024. Today I’m going to initiate coverage of Coronado Global Resources, CRN.AX.
Met Producer Comps
March 20, 2024
Now that we’ve seen another annual rug pull in metallurgical coal markets, I thought it appropriate to revise forecasts and valuation comps