Evergrande Contagion
September 17, 2021
Evergrande Contagion – OPEX is lulling the crowd to sleep while a fire rages in China
Category: Updates
Metallurgical Price Risks
September 15, 2021
Metallurgical Price Risks – A review of the mounting downside price risks
Structurally Higher Natural Gas Prices
September 8, 2021
Structurally Higher Natural Gas Prices – Could be a Weird Winter
Trading Peabody’s Rally (BTU)
September 3, 2021
Trading Peabody’s Rally (BTU) – Chase Strength or Wait for a Pullback?
A Potential Windfall for ARLP & BTU
August 31, 2021
A Potential Windfall for ARLP & BTU – A run of bad luck for an ILB competitor could give ARLP & BTU a boost
CONSOL Energy Inc. (CEIX)
August 27, 2021
CONSOL Energy Inc. (CEIX) – Summary & Back of the Napkin Proforma
Warrior Met Post-Q2 2021 Earnings Update
August 11, 2021
Warrior Met Post-Q2 2021 Earnings Update – Revised Proforma & Discussion
Alliance Resource Partners (ARLP)
August 9, 2021
Alliance Resource Partners (ARLP) – Summary & Back of the Napkin Proforma
Ramaco Post-Q2 2021 Earnings Update
August 4, 2021
Ramaco Post-Q2 2021 Earnings Update – Revised Proforma & Discussion
Coal Assets & Competitive Advantage Pt. 1
August 2, 2021
Coal Assets & Competitive Advantage Pt. 1 – A quick guide for the new coal investor