Category: Updates

July 19, 2023

Quick Note on Corsa Coal (CSO.V)

July 18, 2023

Q2 ’23 Steel Market Overview

July 11, 2023

Thermal coal markets have high inventories and are experiencing increased demand during the summer cooling season in the northern hemisphere.

June 28, 2023

Let’s discuss Alpa (AMR) vs Arch (ARCH) and Warrior Met (HCC)

June 27, 2023

With Australian PLV trading at a premium to CFR China, the arbitrage for Australian coal into China remains firmly closed.

June 21, 2023

European coal price have found a footing in the $110-120/mt range as natural gas supply sees uncertainty in absence of Russian flows.

June 15, 2023

I keep harping on TTF as the fulcrum for energy markets (coal and natgas), and the price has moved up over 65% from its lows on June 2

June 13, 2023

This ongoing saga continues, and from my vantage Glencore is strategically out maneuvering Teck’s management.

June 7, 2023

Coal Producer Price Action – A Quick Note: Coal producers continue to bounce as I write this around noon on Wednesday.

June 6, 2023

Market Updates: Steel sector has moved past the hype-cycle of a Chinese reopen boom and is settling into a new reality.

May 24, 2023

Construction weakness & seasonal influences in China & overcapacity of steel production and oversupply of finished steel the country.

May 18, 2023

Thoughts on management & how I see an investment in AMR playing out.