Steel & Met Market Update
May 24, 2023
Construction weakness & seasonal influences in China & overcapacity of steel production and oversupply of finished steel the country.
Tag: Australia
Thungela Resources Acquires Ensham Coal Mine in Australia
February 6, 2023
Thungela Resources Acquires Ensham Coal Mine in Australia for $240 Million – Diversifying from South African Market Amid Power Cuts and Falling Exports
Australian Exports Fall Year Over Year
December 17, 2022
Australian Exports Fall Year Over Year. Shipments of coal from Gladstone in Australia’s Queensland state fell in November and in 2022.
Coronado and Peabody Merger
October 11, 2022
Coronado and Peabody Merger. Peabody’s (BTU) management sure knows how to screw with shareholder opportunity.
Whitehaven Coal Full Year 2022 Earnings
August 26, 2022
Whitehaven Coal Full Year 2022 Earnings. The darling of the coal industry this past quarter has been Australia’s Whitehaven Coal (WHC.AX).
Met Coal to Thermal Switching in Australia
August 18, 2022
Met Coal to Thermal Switching in Australia. More evidence of lower quality metallurgical coal being sold into the thermal market in Australia
Met Coal Playbook – Update
December 10, 2021
Signals from Iron Ore futures.. and VALE as an early kicker
Vitrinite Coal Receives Approval for Vulcan Complex
September 30, 2021
Australia’s newest metallurgical coal mine, Vitrinite Coal’s Vulcan Complex, located between Moranbah and Dysart in central Queensland
China’s Australian Coal Ban
July 26, 2021
Graphically show the impact from China’s ban on a few metallurgical coal indexes.
Investing in the Coal Rally
July 8, 2021
Investing in the Coal Rally – A Snapshot of the Opportunity Set