Earnings Preview – CEIX
August 7, 2024
We walk through calibrating our CEIX model buildup and our projections for Q2…
Category: USA
Peabody Energy Corporation Reports Q2 2024 Earnings and Operational Highlights
August 2, 2024
Peabody reported strong financial results for Q2 2024, beating estimates by a wide margin with a net income attributable to common stockholders of $199.4 million, or $1.42 per diluted share, and adjusted EBITDA of $309.7 million…
Warrior Met Coal Reports Strong Q2 2024 Performance, Progress on Blue Creek
August 2, 2024
Warrior Met Coal announced robust financial and operational results for the second quarter of 2024, showcasing its continued success despite facing challenging market conditions…
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…
Q2 Earnings Preview – HCC
July 31, 2024
A walk through our Q2 estimates for HCC relative to expectations…
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…
Q2 Earnings Preview – ARCH
July 24, 2024
First up for the US coal boys on Q2 earnings is ARCH -0.85%↓ who reports tomorrow (7/25/24) and will likely set the tone that the rest of the industry will have to meet or improve upon…
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…
Coal News & Price Data July 12, 2024 – German Government Maintains 2038 Coal Phase-Out Despite Push for Earlier Exit
July 12, 2024
The German government, led by Chancellor Olaf Scholz’s coalition, has confirmed it will not advance its coal phase-out deadline from 2038 to 2030, despite previous intentions signaled by the coalition partners…
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…
Coal News & Price Data July 5, 2024 – Mine Fires Reignite Met Market Interest
July 5, 2024
Holy supply disruptions, Batman. Not one, not two, but these THREE separate incidents are going to tighten up metallurgical coal markets over the next month or so…