Peabody unlocks significant cash you didn't know it had
June 22, 2026
As you may have seen from the chatter on TheCoalTrader Substack page last week, there was some very positive news about Peabody (BTU) unlocking trapped
Tag: BTU
US Coal Miner Face-Off
March 18, 2026
A guide on the levers that move the earnings and share prices of US coal equities…
BTU Q4 2025 Earnings Preview
February 4, 2026
Peabody Energy is set to report earnings tomorrow, so it’s time for me to try and to square up their six completely different production areas…
US Coal Stocks – Technical Analysis 1/26
January 26, 2026
Hey there Coal Traders – given the sector is getting smoked today, I figured this was a good time to look through the charts and
US Natural Gas Outlook and How it Will Influence Thermal Coal Equities
November 25, 2025
There’s a growing consensus that we’re about to have a year (or really a few years) of high US natural gas prices. US power markets
Coal, Copper, and Critical Materials w/ Kontrarian Korner's Ben Kelleran
August 3, 2025
Podcast with Ben Kelleran from Kontrarian Korner…
Coking Coal Rallies on Sentiment-Driven Gains From China
July 22, 2025
Coking coal market update – July 22, 2025
Met Coal Prices Jump on Indian Buying and China Policy Shift
July 2, 2025
China addresses steel overcapacity, boosting met markets and equities.
Coal Stocks Approaching Value Territory
June 25, 2025
A technical analysis overview of the US coal stocks, which are approaching value territory…
BTU Weighs Legal Options at Moranbah North
May 12, 2025
Peabody Energy’s recent invocation of a Material Adverse Change (MAC) clause in its agreement to acquire the Moranbah North mine from Anglo American has put
Moranbah Fire Brings MAC Risk to Peabody-Anglo Deal
May 5, 2025
It’s 1:09 PM and I’m already exhausted. Since 8AM, I have spoken with a few of you subscribers today (who have all had excellent questions
Tariffs, Mine Closures, and Policy Pushes Weave a Tangled Web for Coal
April 9, 2025
Coking coal markets are caught in a tug-of-war between mounting trade tensions and persistent supply disruptions, with recent price action reflecting just how quickly sentiment can swing…