BTU Q4 Earnings Preview
February 5, 2025
A rundown of BTU earnings expectations for its Q4 2024 report…
Category: USA
The Coal Trader's 2025 Metallurgical Coal Outlook – Part 1
January 22, 2025
Part 1 of the official TCT outlook for metallurgical coal…
Pullback in US coal stocks – is it an entry point?
December 18, 2024
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ARCH shares shrug off dismal Q3 production and shrinking met margins
November 3, 2024
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AMR Q3 Model Update and Q4 First Look
November 1, 2024
A preview of AMR earnings and Q4 outlook from our modeling…
CEIX puts in strong Q3
October 30, 2024
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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…
Met Coal Futures Hustle into October
October 1, 2024
A quick rundown of global metallurgical coal markets heading into Q4…
The Gamma Squeeze is On for Coal Stocks
September 27, 2024
A quick rundown on today’s continued rip in coal stocks and actions I took…
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…