Coal Stocks Rip, Time to Flip?
September 24, 2024
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…
Tag: CNR
Earnings Preview – CEIX
August 7, 2024
We walk through calibrating our CEIX model buildup and our projections for Q2…
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…
Coal News & Price Data – May 26, 2024 – CSX Resumes Coal Shipments from Baltimore After Key Bridge Disaster
May 26, 2024
After being unable to export coal with the Port of Baltimore’s main channel blocked in the wake of the Francis Scott Key Bridge disaster, the CSX railroad said its terminal here has resumed coal shipments and expects to be back to normal early next week…
Arch Resources, Inc. First Quarter 2024 Earnings Release Summary
April 25, 2024
The company experienced a decrease in net income and adjusted EBITDA compared to the same period last year, with revenues also showing a decline.
Earnings Season!
April 24, 2024
Herewith a quick note before earnings season kicks off tomorrow morning with Arch Resources results before the bell and earnings call at 10 am.
Jimmy Brock Says NOT SO FAST!
April 24, 2024
Jimmy Brock, President & CEO, CONSOL Energy, addressed the West Virginia Coal Association
Portfolio Update
April 18, 2024
Herewith an update of my personal account, positioning, trades, etc. by request.
Met Stocks are Re-rating
April 16, 2024
This seasonal pullback in PLV Futures has not caused such a bad commensurate pullback in met coal stocks.
Coal News & Price Data – April 11, 2024 – Analysts Issue More Upgrades & Downgrades
April 11, 2024
Citi has raised its rating on April 11 for Warrior Met Coal to ‘Buy’ from ‘Neutral’ and increased the target price to $75
Technical Analysis Update
April 5, 2024
Herewith the monthly technical analysis update along with some quick commentary on each coal producer.
Baltimore to partially reopen by end of April
April 5, 2024
The Port of Baltimore will be partially reopened to a depth of 35ft by the end of April and will fully reopen by the end of May