Thoughts on Thermal Coal
June 21, 2023
European coal price have found a footing in the $110-120/mt range as natural gas supply sees uncertainty in absence of Russian flows.
Tag: Coal
European Gas is the Fulcrum for Energy Markets
June 15, 2023
I keep harping on TTF as the fulcrum for energy markets (coal and natgas), and the price has moved up over 65% from its lows on June 2
Steel & Met Market Update
May 24, 2023
Construction weakness & seasonal influences in China & overcapacity of steel production and oversupply of finished steel the country.
Thermal Coal Note
April 18, 2023
Global thermal coal markets saw another decline in forward prices last week, despite stable natural gas prices.
Quick Thoughts on Thermal Coal
April 5, 2023
The shoulder season dip and high coal and gas inventories continue to weigh on spot seaborne thermal coal pricing.
Australian Exports Fall Year Over Year
December 17, 2022
Australian Exports Fall Year Over Year. Shipments of coal from Gladstone in Australia’s Queensland state fell in November and in 2022.
Coronado and Peabody Merger
October 11, 2022
Coronado and Peabody Merger. Peabody’s (BTU) management sure knows how to screw with shareholder opportunity.
India to Boost Coal Power Fleet 25%
September 27, 2022
China has been growing it’s coal fired power fleet, and now India has announced plans to boost capacity by 56 gigawatts (GW) by 2030.
Germany’s Steag ready to bring back 2.3 GW of coal capacity
September 15, 2022
Germany’s Steag to bring back 2.3 GW of coal capacity. They’re demanding permissions be prolonged to 2024, and not tied to gas scarcity.
Whitehaven Coal Full Year 2022 Earnings
August 26, 2022
Whitehaven Coal Full Year 2022 Earnings. The darling of the coal industry this past quarter has been Australia’s Whitehaven Coal (WHC.AX).
Mining Deaths Highlight Tough Policy Trade-offs in China
August 17, 2022
Mining Deaths Highlight Tough Policy Trade-offs in China. 129 coal miners have died in accidents per the National Mine Safety Administration.