
European Gas is the Fulcrum for Energy Markets
I keep harping on TTF as the fulcrum for energy markets (coal and natgas), and the price has moved up over 65% from its lows on June 2

I keep harping on TTF as the fulcrum for energy markets (coal and natgas), and the price has moved up over 65% from its lows on June 2

Construction weakness & seasonal influences in China & overcapacity of steel production and oversupply of finished steel the country.

The US domestic thermal coal situation is honestly a dumpster fire at this moment in time.


Global thermal coal markets saw another decline in forward prices last week, despite stable natural gas prices.

The shoulder season dip and high coal and gas inventories continue to weigh on spot seaborne thermal coal pricing.

Thungela Resources Acquires Ensham Coal Mine in Australia for $240 Million – Diversifying from South African Market Amid Power Cuts and Falling Exports

The U.S. Electricity Grid is Undeniably in Crisis. Cold Christmas weather resulted in grid failures and rolling blackouts across Tennessee and the Carolina’s.

Coronado and Peabody Merger. Peabody’s (BTU) management sure knows how to screw with shareholder opportunity.

The days of sub $150/mt for coking coal are in the rear-view mirror. Ernie Thrasher (of Xcoal) and Neil Bristow (ex-BHP analyst).

China has been growing it’s coal fired power fleet, and now India has announced plans to boost capacity by 56 gigawatts (GW) by 2030.

Germany’s Steag to bring back 2.3 GW of coal capacity. They’re demanding permissions be prolonged to 2024, and not tied to gas scarcity.