Chinese Market: 2023 Coal Mid-Term Strategy
September 5, 2023
The following report published by a Chinese investment bank, Cinda Securities, contains some inside baseball on the Chinese coal industry.
Category: Updates
Thoughts on Chinese Permitted Coal Power
August 31, 2023
In the first half of 2023, China approved 52 GW of new coal power projects, a significant increase from the 15 GW permitted in H1 2022
CONSOL vs Alliance
August 29, 2023
I’ve been working on summarizing Alliance & CONSOL for the website & it got me thinking about both companies from a compare and contrast point of view
BHP’s Steel & Met Outlook
August 24, 2023
Lets go through BHP’s Economic and Commodity Outlook, pull out/summarize the important highlights and provide my thoughts on various topics.
Uranium is Breaking Out
August 23, 2023
The action in the uranium markets today is hard to ignore. The price of uranium appears to be
TTF Update
August 23, 2023
Last week, the ongoing uncertainty surrounding the potential of a strike at Australia’s LNG export terminals had the effect
Initiating Coverage of Thungela Resources
August 22, 2023
I am initiating coverage of Thungela Resources (ticker: TGA.LN) on 8/22/2023 with…
Thoughts on Thungela Resources
August 21, 2023
Herewith some thoughts on Thungela Resources (Ticker TGA.LN), the South African thermal coal exporter which just announced interim earnings.
Downgrading Corsa Coal
August 16, 2023
I initiated the Strong Buy assessment on July 14, it’s currently trading at CAD$0.73 per share – which is an implied gain of 59%
US Met Coal Margin Comparisons
August 16, 2023
US metallurgical producers comparison of costs and profit margins to get a sense of their inherent competitive advantages.
US Coal Outlook
August 15, 2023
July’s high summer temperatures and heatwaves in many parts of the country led to increased thermal coal burn.