Category: Updates

May 16, 2023

The US domestic thermal coal situation is honestly a dumpster fire at this moment in time.

May 11, 2023

Thoughts on China: China is on a trajectory similar to Japan’s economic situation in the early 1990’s.

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.

May 9, 2023

Alpha Metallurgical Resources (AMR) achieved its best output in over 5 years in Q1, producing 4.4 million tons.

May 7, 2023

Quarterly highlights along with thoughts on each company

April 23, 2023

Along w/ a markets and technical analysis review of each US coal producer

April 21, 2023

It’s time to put Australian thermal producers on alert again, namely Whitehaven, New Hope and Yancoal.

April 18, 2023

Global thermal coal markets saw another decline in forward prices last week, despite stable natural gas prices.

April 7, 2023

Q1 ’23 Steel Market Overview – And implications for Met Coal

April 5, 2023

Teck Resources rejected an unsolicited acquisition proposal from Swiss commodity trader and mining company Glencore.

April 5, 2023

The shoulder season dip and high coal and gas inventories continue to weigh on spot seaborne thermal coal pricing.

February 21, 2023

Metallurgical coal prices have been flying again, touching $390/mt (according to Platts, PLV Low Vol FOB Australia) overnight.