Category: Updates

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.

July 25, 2022

A review of the big three metallurgical coal producers quarterly estimates heading into earnings in the coming weeks.

June 9, 2022

The Russian coal ban mainly impacts API2 thermal futures at the delivery point of Antwerp-Rotterdam-Amsterdam (ARA).

May 4, 2022

Q1 2022 Met Coal Producer Earnings

March 4, 2022

What to expect for Alpha’s Earnings along with a proforma for 2022.

February 21, 2022

Warrior Met Q4 2021 Earnings Review; What to expect & proforma for 2022