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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…
Whitehaven Coal reported a solid quarter with saleable coal production coming in at 4.0Mt, while sales of 3.2Mt were impacted by initial rail logistics delays, which have since been resolved…
Yancoal reported attributable coal sales reached 8.6 million tonnes, exceeding attributable saleable coal production by 0.4 million tonnes in Q3 2024…
Whitehaven’s January-March report shows increased production but decreased sales.
Australia’s coal sector could be seeing a renewed wave of mergers and acquisitions (M&A) activity, following major deals in 2022 and 2023
Australian coal producer Yancoal Australia recorded a significant decrease in after-tax net profit for the year ending December 31, 2023
Yancoal Australia capped off a successful 2023 with a powerful fourth quarter, exceeding production targets
Chinese metallurgical coal prices have stabilized after a recent decline caused by a mining accident in Henan province
It’s time to put Australian thermal producers on alert again, namely Whitehaven, New Hope and Yancoal.