Russia’s presence in China thermal coal market on decline
March 26, 2024
Russian thermal coal’s presence in China has been dwindling in recent months, with the country’s thermal coal shipments taking smaller shares
Tag: Coal
Coal News & Price Data – November 30, 2023 – India will Reinforce Coal Commitment at COP28
November 30, 2023
India is reinforcing its commitment to increased coal-fired power generation ahead of COP28.
Coal News & Price Data – October 26, 2023 – Arch & Peabody Earnings
October 26, 2023
ARCH Resources & Peabody Energy reported Q3 earnings this morning. Earnings calls will take place at 10 and 10:30 am.
The PRB & US Power Plant Retirements
October 25, 2023
I’ve been hearing about US power plant retirements in the pipeline and although I knew it would hit the Powder River Basin (PRB) the hardest.
Coal News & Price Data – October 10, 2023 – Start of an Indian Infrastructure Boom?
October 10, 2023
India’s crude steel output for January-September increased14% compared to the previous year, mainly due to infrastructure growth.
Coal News & Price Data – October 9, 2023 – TECK Confident in Sale to JSW
October 9, 2023
Teck CEO Price expressed confidence in the company’s stake sale to India’s JSW despite geopolitical tensions between Canada and India.
Fog of M&A
September 28, 2023
Met names got a lift yesterday with an update of the B Riley price deck and flow through share price target upgrades.
Warrior Met Earnings on Deck
August 2, 2023
HCC is set to release earnings tomorrow (Aug. 2) after the bell.
Coal News & Price Data – July 26, 2023 – Expect Lower Earnings for Coal Producers
July 26, 2023
Most US coal companies are expected to report lower second-quarter earnings compared to the same period last year and the previous quarter due to lower coal prices.
Annual Met Contract Pricing Discussion
July 26, 2023
I had lunch with a met producer sales guy yesterday and while discussing the upcoming domestic sales negotiating season, he mentioned that met buyers (North American end-users) seemingly “have all the power.”
Coal News & Price Data – July 25, 2023 – Met Coal Price Update
July 25, 2023
Australian metallurgical coal prices were stable, while CFR China strengthened on higher domestic & increased interest in prompt cargoes.
Coal News & Price Data – July 24, 2023 – Daunia & Blackwater Bidders seek Japanese Trading House Help
July 24, 2023
Bidders in the auction for BHP’s Blackwater and Daunia, are vying to attract five Japanese commodities houses to join their ranks.