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HCC Q4 Earnings Preview
A quick rundown of HCC Q4 estimates…
A quick look at the impact of China’s 15% tariffs on US met coal…
Coal News & Price Data – November 1, 2024
A rundown of today’s price action and an updated view on re-entry levels…
A rundown of recent coal stock price performances and setups heading into next week…
A quick rundown of global metallurgical coal markets heading into Q4…
A quick rundown on today’s continued rip in coal stocks and actions I took…
A quick rundown of the post-China stimulus rip in coal stocks, and how to think about positioning using some advice from our Substack and Twitter friend Le Shrub…
A rundown of the week’s news and price assessments…
Warrior Met Coal announced robust financial and operational results for the second quarter of 2024, showcasing its continued success despite facing challenging market conditions…
A walk through our Q2 estimates for HCC relative to expectations…
Holy supply disruptions, Batman. Not one, not two, but these THREE separate incidents are going to tighten up metallurgical coal markets over the next month or so…