Yancoal Australia has agreed to pay up to $2.4 billion for one of the largest underground coking coal mines in the world — $1.85 billion upfront, the rest contingent on price recovery. Our DCF puts fair value at $1.29 billion on the 80% stake at current market assumptions, indicating Yancoal paid a 40%+ premium to acquire the asset…
A guide on the levers that move the earnings and share prices of US coal equities…
Warrior heads into Q4 with the same structural story: the legacy mines are steady, and Blue Creek is increasingly becoming the swing factor…
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Core Natural Resources announced the restart of longwall operations at its Leer South metallurgical coal mine in West Virginia…
The global coking coal market closed the week of September 12th on a stable footing, with seaborne prices flat in both the Pacific and Atlantic basins…
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Update for coking coal prices and a rundown of steel costs vs margins as a backdrop to domestic negotiations…
Coking coal market update – July 22, 2025
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Coal production in Russia’s key mining region of Kuzbass fell slightly in the first two months of 2025, as logistical constraints and economic pressures continue to weigh on the country’s coal sector…
An overview of China’s latest stimulus measures…