Mining Deaths Highlight Tough Policy Trade-offs in China August 17, 2022 Mining Deaths Highlight Tough Policy Trade-offs in China. 129 coal miners have died in accidents per the National Mine Safety Administration.
Met Coal Playbook – Update December 10, 2021 Signals from Iron Ore futures.. and VALE as an early kicker
Met Coal – 2022 Early Outlook November 11, 2021 Met Coal – 2022 Early Outlook: Some early thoughts on how 2022 may turn out
Evergrande Contagion September 17, 2021 Evergrande Contagion – OPEX is lulling the crowd to sleep while a fire rages in China