AMR Q3 Model Update and Q4 First Look
November 1, 2024
A preview of AMR earnings and Q4 outlook from our modeling…
Category: USA
U.S. Coking Coal Exports Decline in August Amid Shifts in Global Demand
October 11, 2024
U.S. coking coal exports declined substantially in August, falling by 17% year-on-year to 3.86 million tons…
Coal Stocks Rip, Time to Flip?
September 24, 2024
A quick rundown of the post-China stimulus rip in coal stocks, and how to think about positioning using some advice from our Substack and Twitter friend Le Shrub…
US Proceeds with Section 301 Tariffs on Chinese Commodities
September 19, 2024
The United States is moving forward with Section 301 tariffs on a range of Chinese commodity imports, including steel, aluminum, lithium-ion batteries, and other critical minerals, as announced by the Office of the United States Trade Representative (USTR) on September 13, 2024…
CSX Curtis Bay Coal Terminal Incident Causes Shipping Delay
August 19, 2024
A significant mechanical failure at CSX’s Curtis Bay coal export terminal near Baltimore has led to a temporary halt in coal loading operations. According to shipping agencies in the region, it will take at least two weeks to repair or replace the damaged machinery…
Moody’s: SCOTUS Chevron Ruling Raises Uncertainty for Power Sector
August 12, 2024
The U.S. Supreme Court’s decision to overturn the Chevron doctrine on June 28 has introduced significant legal and regulatory uncertainty for regulated utilities, according to Moody’s Ratings. The Chevron doctrine, established in 1984, had allowed courts to defer to federal agencies’ interpretations of ambiguous laws. Its removal may complicate regulatory processes and create challenges for the power sector…
Data Center/AI Load Growth Could Threaten Grid Reliability: Conference Board Report
August 2, 2024
The increasing electricity demand from data centers, driven by the rise of AI technologies, could significantly threaten grid reliability in the United States, according to a recent report by the Conference Board…
Coal News & Price Data July 25, 2024 – Russian Coal Shipments Down, But Met Prices Continue to Slide
July 24, 2024
Met coal prices are down again, but by less as the deceleration continues leading into August as market participants wait on their saviors in India…
Court Upholds EPA’s CO2 Emission Regulation for Coal-Fired Power Plants
July 24, 2024
The Environmental Protection Agency (EPA) continues to enforce stringent emissions regulations on the energy sector, including a new rule requiring coal-fired power plants to capture at least 90% of their CO2 emissions…
Biden Administration Tightens Steel Import Rules to Boost Domestic Production
July 12, 2024
In an attempt to bolster U.S. steel production and reduce dependency on foreign steel, President Joe Biden has imposed new restrictions on steel imports from Mexico…