Category: Updates

October 31, 2023

European natural gas inventories are basically 99% full ahead of the mandated filling target of 90% capacity by November 1.

October 29, 2023

Arch reported net income of $3.91 per diluted share, meeting analysts’ estimates but down from $8.68 in the same period last year.

October 27, 2023

After Peabody released earnings on Thursday morning, the market sold the stock off heavy and there wasn’t a good reason why.

October 25, 2023

We kick it off tomorrow (Thursday morning) with Arch at 10 am and Peabody at 11 am.

October 25, 2023

I’ve been hearing about US power plant retirements in the pipeline and although I knew it would hit the Powder River Basin (PRB) the hardest.

October 20, 2023

Broad markets look pretty bearish here. Rates are getting pushed higher and higher and eventually something is going to break.

October 18, 2023

We finally got news that Whitehaven is the preferred bidder for the Blackwater and Daunia mines being sold by BHP.

October 17, 2023

Ramaco Resources (METC) pre-announced earnings, providing a tight range for Net Income and EBITDA. They also revised FY 2023 guidance.

October 12, 2023

Alpha announced preliminary sales volumes and realizations for Q3 2023, and revised full year 2023 guidance.

October 10, 2023

Are we witnessing the initial signs of a much larger and protracted Indian infrastructure boom?

October 8, 2023

It’s important to think about Chinese policy and ask ourselves why their actions don’t quite line up with their rhetoric.

October 5, 2023

Metallurgical coal markets continue to rally. Front-month (Oct ‘23) is at $362/mt, whereas long-term prices are currently in the $280’s: