Coronado and Peabody Merger
October 11, 2022
Coronado and Peabody Merger. Peabody’s (BTU) management sure knows how to screw with shareholder opportunity.
Tag: Coking coal
“The days of sub $150/mt for coking coal are in the rear-view mirror”
September 30, 2022
The days of sub $150/mt for coking coal are in the rear-view mirror. Ernie Thrasher (of Xcoal) and Neil Bristow (ex-BHP analyst).
Tata Steel Interview in the Australian Financial Times
August 15, 2022
A recent article was published in the Australian Financial Times with the title “This global steel boss says Australia is not investing enough in coal.” This was a poor editing choice for a title as the content was primarily geared towards the long term outlook for coking coal demand in India. There were a couple questions which touched on the Australian investment climate as it pertains to coal supply, but the meat of the article pertains to the long term nature of coking coal demand. This is why I think every coal investor should read it.
Comparing Coal Equities for 2022
December 18, 2021
Comparing Coal Equities for 2022; A Chart and Statistical Review
Met Coal Playbook – Update
December 10, 2021
Signals from Iron Ore futures.. and VALE as an early kicker
What’s Next for the Met Coal Trade?
December 2, 2021
What’s Next for the Met Coal Trade? What I’m anticipating and which producer looks the best for 2022.
Met Coal – 2022 Early Outlook
November 11, 2021
Met Coal – 2022 Early Outlook: Some early thoughts on how 2022 may turn out
Coal Price & General Expectations
October 29, 2021
Term structure study of metallurgical and thermal coal prices along with my thoughts on the current rally
Metallurgical Coal Prices
October 10, 2021
Metallurgical Coal Prices – A review of the charts I use to analyze met coal prices
Comparing Coal Equities – Another Quick Visual Tour
October 1, 2021
There are a lot of coal producers to chose from, how do we chose which ones are worthy of deep research and perhaps our hard earned investment capital?
Evergrande Contagion
September 17, 2021
Evergrande Contagion – OPEX is lulling the crowd to sleep while a fire rages in China