Tomorrows Earnings Predictions
October 25, 2023
We kick it off tomorrow (Thursday morning) with Arch at 10 am and Peabody at 11 am.
Tag: CNR
Coal News & Price Data – October 4, 2023 – Arch & Coronado Report Production Issues
October 4, 2023
Arch Resources and Coronado Global Resources have both reduced their coal sales guidance due to mining difficulties in the US.
Arch News Update
October 3, 2023
Arch released a Q3 update, revised guidance lower, and announced their Q3 earnings call, scheduled to take place October 26 at 10am.
Met Producer Forecasts
September 20, 2023
Now that I’ve wrapped up the forecasts for the US met producers, I figured I would share it here so that we can compare and contrast.
CONSOL vs Alliance
August 29, 2023
I’ve been working on summarizing Alliance & CONSOL for the website & it got me thinking about both companies from a compare and contrast point of view
US Met Coal Margin Comparisons
August 16, 2023
US metallurgical producers comparison of costs and profit margins to get a sense of their inherent competitive advantages.
Coal News & Price Data – August 8, 2023 – Glencore, Coronado & CONSOL Earnings Summaries
August 8, 2023
Glencore Plc has reported a 50% drop in first-half profit due to disappointing Chinese demand affecting commodity prices.
Coal News & Price Data – July 28, 2023 – BTU, ARCH & TECK Earnings
July 28, 2023
BTU, ARCH & TECK Earnings
Q2 2023 MSHA Update
July 24, 2023
With most of the Q2 2023 MSHA coal production numbers in, I think its time to look under the hood and see what’s going on.
Something to Chew on for Earnings Season
July 24, 2023
Herewith a few points really quick to give you something to chew on in preparation for earnings season in regards to METC, ARCH & BTU.
Risks for Arch vs the Peer Group
June 28, 2023
Let’s discuss Alpa (AMR) vs Arch (ARCH) and Warrior Met (HCC)
Coal Producer Price Action – A Quick Note
June 7, 2023
Coal Producer Price Action – A Quick Note: Coal producers continue to bounce as I write this around noon on Wednesday.