Market Updates
June 6, 2023
Market Updates: Steel sector has moved past the hype-cycle of a Chinese reopen boom and is settling into a new reality.
Tag: CNR
US Thermal Coal Dumpster Fire
May 16, 2023
The US domestic thermal coal situation is honestly a dumpster fire at this moment in time.
Q4 2022 Highlights & Recent MSHA Data
April 23, 2023
Along w/ a markets and technical analysis review of each US coal producer
Arch Resources Valuation & Outlook
February 8, 2023
Here’s the quarterly details, including average sales price realizations, costs, and sales volumes for Arch Resources.
Met Producers Q3 2022 Earnings Preview
October 26, 2022
Herewith a quick preview of the big three US metallurgical coal producers quarterly estimates heading into earnings in the coming week or so.
Met Producers Q2 2022 Earnings Preview
July 25, 2022
A review of the big three metallurgical coal producers quarterly estimates heading into earnings in the coming weeks.
Arch Q4 2021 Earnings Review
February 11, 2022
Arch Q4 2021 Earnings Review; What to expect & proforma for 2022
Q3 2021 Thermal Producer Earnings Revisions
October 22, 2021
Q3 2021 Thermal Producer Earnings Revisions; Reviewing my Q3 estimates vs consensus
Q3 2021 Met Producer Earnings Revisions
October 19, 2021
Q3 2021 Met Producer Earnings Revisions: Reviewing my Q3 estimates vs consensus
Arch Resources (ARCH)
October 8, 2021
Arch Resources, ticker symbol ARCH, is a metallurgical and thermal coal producer headquartered in St. Louis, MO. ARCH operates seven mines, three of which are thermal mines in the western US, and the remaining four are met mines located in Central Appalachia (CAPP).
CONSOL Energy Inc. (CEIX)
August 27, 2021
CONSOL Energy Inc. (CEIX) – Summary & Back of the Napkin Proforma