Met Coal to Thermal Switching in Australia
August 18, 2022
Met Coal to Thermal Switching in Australia. More evidence of lower quality metallurgical coal being sold into the thermal market in Australia
Tag: Thermal Coal
Mining Deaths Highlight Tough Policy Trade-offs in China
August 17, 2022
Mining Deaths Highlight Tough Policy Trade-offs in China. 129 coal miners have died in accidents per the National Mine Safety Administration.
ARLP Update & Discussion
January 5, 2022
ARLP Update & Discussion – Something big could be brewing at Alliance Resource Partners
Comparing Coal Equities for 2022
December 18, 2021
Comparing Coal Equities for 2022; A Chart and Statistical Review
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
Hallador Energy (HNRG)
July 30, 2021
Hallador Energy (HNRG) – Summary & Back of the Napkin Pro Forma
Investing in the Coal Rally
July 8, 2021
Investing in the Coal Rally – A Snapshot of the Opportunity Set