Category: Updates
Coal, Copper, and Critical Materials w/ Kontrarian Korner's Ben Kelleran
August 3, 2025
Podcast with Ben Kelleran from Kontrarian Korner…
Coking Coal Update and Thoughts on US Domestic Negotiations
July 31, 2025
Update for coking coal prices and a rundown of steel costs vs margins as a backdrop to domestic negotiations…
ARA coal stockpile update
July 29, 2025
A quick rundown on ARA coal stockpile levels as summer gets into full swing…
ARLP Earnings 28 July: Earnings Miss but Solid Production
July 28, 2025
ARLP Q2 2025 earnings analysis and commentary…
Coking Coal Rallies on Sentiment-Driven Gains From China
July 22, 2025
Coking coal market update – July 22, 2025
Quick Note on a Quick Bargain in YAL Shares
July 21, 2025
Yancoal drop in share price marks buying opportunity…
Coal News: Russian Coal Industry Struggling
July 17, 2025
Sanctions, expensive borrowing, and falling coal prices have plunged Russia’s coal sector into turmoil…
Met Coal Prices Jump on Indian Buying and China Policy Shift
July 2, 2025
China addresses steel overcapacity, boosting met markets and equities.
Coal Stocks Approaching Value Territory
June 25, 2025
A technical analysis overview of the US coal stocks, which are approaching value territory…
Market Update from CoalTrans China
June 25, 2025
An overview of thermal coal demand in the Asia Pacific region…
