
MLP rotation pushing up ARLP and NRP units
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Coking coal market update – July 22, 2025
A technical analysis overview of the US coal stocks, which are approaching value territory…

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A rundown of today’s price action and an updated view on re-entry levels…

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…

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

Earnings summaries for Alpha Metallurgical Resource (AMR) and Natural Resource Partners (NRP)