Arch Q4 2021 Earnings Review
February 11, 2022
Arch Q4 2021 Earnings Review; What to expect & proforma for 2022
Category: Updates
Rumors in Alabama – And a possible event-driven trade
February 1, 2022
Rumors in Alabama – And a possible event-driven trade for Warrior Met Coal
ARLP Update & Discussion
January 5, 2022
ARLP Update & Discussion – Something big could be brewing at Alliance Resource Partners
Comparing Coal Equities for 2022
December 18, 2021
Comparing Coal Equities for 2022; A Chart and Statistical Review
Met Coal Playbook – Update
December 10, 2021
Signals from Iron Ore futures.. and VALE as an early kicker
What’s Next for the Met Coal Trade?
December 2, 2021
What’s Next for the Met Coal Trade? What I’m anticipating and which producer looks the best for 2022.
Met Coal – 2022 Early Outlook
November 11, 2021
Met Coal – 2022 Early Outlook: Some early thoughts on how 2022 may turn out
Coal Price & General Expectations
October 29, 2021
Term structure study of metallurgical and thermal coal prices along with my thoughts on the current rally
Q3 2021 Thermal Producer Earnings Revisions
October 22, 2021
Q3 2021 Thermal Producer Earnings Revisions; Reviewing my Q3 estimates vs consensus
Q3 2021 Met Producer Earnings Revisions
October 19, 2021
Q3 2021 Met Producer Earnings Revisions: Reviewing my Q3 estimates vs consensus
Metallurgical Coal Prices
October 10, 2021
Metallurgical Coal Prices – A review of the charts I use to analyze met coal prices