Thoughts on Thermal Coal
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.
Category: Updates
European Gas is the Fulcrum for Energy Markets
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
Glencore & Teck Update
June 13, 2023
This ongoing saga continues, and from my vantage Glencore is strategically out maneuvering Teck’s management.
Coal Producer Price Action – A Quick Note
June 7, 2023
Coal Producer Price Action – A Quick Note: Coal producers continue to bounce as I write this around noon on Wednesday.
Market Updates
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.
Steel & Met Market Update
May 24, 2023
Construction weakness & seasonal influences in China & overcapacity of steel production and oversupply of finished steel the country.
Alpha Met Site Visit & Management Meeting
May 18, 2023
Thoughts on management & how I see an investment in AMR playing out.
US Thermal Coal Dumpster Fire
May 16, 2023
The US domestic thermal coal situation is honestly a dumpster fire at this moment in time.
Thoughts on China
May 11, 2023
Thoughts on China: China is on a trajectory similar to Japan’s economic situation in the early 1990’s.
Corsa Coal’s Earnings Update
May 10, 2023
Corsa Coal (CSO.V) appears to have made significant progress as production levels have risen across all three of its deep mines.
Alpha’s Earnings Update
May 9, 2023
Alpha Metallurgical Resources (AMR) achieved its best output in over 5 years in Q1, producing 4.4 million tons.
