Arch Resources Updates Executive Succession Plan
February 23, 2024
Arch Resources announced that – as part of its long-term succession process – Richard Navarre will become chair of Arch’s board of directors
Tag: CNR
Arch scales back thermal coal production
February 23, 2024
Major U.S. coal producer Arch Resources has significantly scaled back production at its mines in Wyoming in response to weakening demand
US coal miners expand production via investment in relatively new met coal mines
February 22, 2024
Metallurgical coal miners are chasing favorable prices and forging ahead with development and ramp-up plans for new mining projects
Arch Post-Earnings Thoughts
February 19, 2024
Arch is the leading producer of High-Vol A metallurgical coal globally. They operate four met mines, two large scale longwall operations.
Arch Considers Sale of Wyoming Coal Mines
February 19, 2024
Arch disclosed this week that it’s considering “strategic alternatives” with its thermal coal assets, including the “potential divestiture”
PRB Coal Slips in 2023, Expected to Resume Long-Term Decline
February 19, 2024
Powder River Basin coal mines entered 2024 back on a downhill slope, as the long-term trajectory of industry resumed its decline…
CONSOL Shifts More Coal to Export Markets
February 16, 2024
CONSOL Energy sold 26 million tons in 2023 and reported $858 million related to operating activities.
Arch Resources Reports Q4 2023 Earnings
February 15, 2024
Arch Resources generated strong results in Q4, fueled by a robust metallurgical segment and improved thermal performance.
CONSOL Post-Earnings Thoughts
February 7, 2024
Since sending out the alert yesterday, I’ve gone through the earnings call transcript and tinkered with the numbers a bit more.
CONSOL ALERT
February 6, 2024
As the earnings call is just getting started, I just wanted to share I high conviction thought with you:
CONSOL Energy Reports Q4 2023 Results
February 6, 2024
CONSOL Energy (CEIX) reported mixed results for Q4 2023, with net income declining but total revenue and other income increasing.
Pre-Earnings Narratives & Review
February 5, 2024
Earnings is tough to trade. It’s like betting against the spread in NFL or NCAA Football games, and Vegas is very smart and typically spot on.