Category: Updates

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

February 11, 2022

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

February 1, 2022

Rumors in Alabama – And a possible event-driven trade for Warrior Met Coal

January 18, 2022

Coking Coal to Moon Again? – Key factors I’m watching

January 5, 2022

ARLP Update & Discussion – Something big could be brewing at Alliance Resource Partners

December 18, 2021

Comparing Coal Equities for 2022; A Chart and Statistical Review

December 10, 2021

Signals from Iron Ore futures.. and VALE as an early kicker

December 2, 2021

What’s Next for the Met Coal Trade? What I’m anticipating and which producer looks the best for 2022.