Peabody Post-Earnings Thoughts
August 5, 2023
I’m starting to change my outlook on BTU from bad to better.
Category: Updates
Warrior Post-Earnings Discussion
August 4, 2023
Things I got wrong… Erroneous items I failed to anticipate… Going forward and the investment thesis.
Warrior Met Earnings on Deck
August 2, 2023
HCC is set to release earnings tomorrow (Aug. 2) after the bell.
Chinese Stimulus Dud?
July 29, 2023
In terms of Chinese economic growth and steel demand, here’s what we know.
Annual Met Contract Pricing Discussion
July 26, 2023
I had lunch with a met producer sales guy yesterday and while discussing the upcoming domestic sales negotiating season, he mentioned that met buyers (North American end-users) seemingly “have all the power.”
Q2 2023 MSHA Update
July 24, 2023
With most of the Q2 2023 MSHA coal production numbers in, I think its time to look under the hood and see what’s going on.
Something to Chew on for Earnings Season
July 24, 2023
Herewith a few points really quick to give you something to chew on in preparation for earnings season in regards to METC, ARCH & BTU.
Note on Thermal Coal Markets
July 11, 2023
Thermal coal markets have high inventories and are experiencing increased demand during the summer cooling season in the northern hemisphere.
Risks for Arch vs the Peer Group
June 28, 2023
Let’s discuss Alpa (AMR) vs Arch (ARCH) and Warrior Met (HCC)
Note on Met Coal & Steel Markets
June 27, 2023
With Australian PLV trading at a premium to CFR China, the arbitrage for Australian coal into China remains firmly closed.