Comparing Coal Equities for 2022
December 18, 2021
Comparing Coal Equities for 2022; A Chart and Statistical Review
Tag: Seaborne Coal
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?
Coal Assets & Competitive Advantage Pt. 1
August 2, 2021
Coal Assets & Competitive Advantage Pt. 1 – A quick guide for the new coal investor
China’s Australian Coal Ban
July 26, 2021
Graphically show the impact from China’s ban on a few metallurgical coal indexes.
Investing in the Coal Rally
July 8, 2021
Investing in the Coal Rally – A Snapshot of the Opportunity Set