Category: Updates

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.

February 13, 2023

I dig into the fundamentals of Warrior Met (HCC) and discuss how this coal producer is different from it’s peers in quite a provocative way.

February 8, 2023

Here’s the quarterly details, including average sales price realizations, costs, and sales volumes for Arch Resources.

January 24, 2023

I thought it prudent to update financials on Alpha Metallurgical Resources (AMR) to see how cash flows look on a go forward basis.

October 26, 2022

Herewith a quick preview of the big three US metallurgical coal producers quarterly estimates heading into earnings in the coming week or so.

August 2, 2022

Deep Dive on the Donkin Ming and Morien Resources. Geology, Reserves, Coal Marketability, Logistics, and more.