Getting the Story Straight on BTU
The Twitterati love to trash BTU management after earnings calls…but that’s because they don’t understand the story.
The Twitterati love to trash BTU management after earnings calls…but that’s because they don’t understand the story.
The average capacity utilisation rate of coke oven stood at 67.36%, up 1.3 percentage points WoW
Chinese prices of seaborne imported coking coal lost ground during April 22-26
I’ve been looking through NRP’s 10-Ks, as well as many of their public or formerly public lessees, and I’ve found enough public information to present a comprehensive analysis
Chinese participants may become more resistant to accepting high-priced coking coal
Pembroke Resources’ $1 billion Olive Downs steelmaking coal mine has officially opened in central Queensland
BHP’s move on Anglo American is focused on long-term copper demand, but it would be a mistake to think there’s nothing else of value in Anglo’s portfolio.
Teck reported its unaudited results for the first quarter of 2024, highlighting significant strides in copper production alongside a steady performance in its steelmaking coal segment
The company experienced a decrease in net income and adjusted EBITDA compared to the same period last year, with revenues also showing a decline.
Kolmar, coking coal producer in Yakutia, has halted two washing plants and limited the load of the third plant by 50% since March 12
Canada has emerged as one of the exporters with the biggest increase in seaborne coal exports during 2023
Whitehaven’s January-March report shows increased production but decreased sales.