The Coal Trader

Tag: USA

Coal Stocks Rip, Time to Flip?

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…

US Proceeds with Section 301 Tariffs on Chinese Commodities

The United States is moving forward with Section 301 tariffs on a range of Chinese commodity imports, including steel, aluminum, lithium-ion batteries, and other critical minerals, as announced by the Office of the United States Trade Representative (USTR) on September 13, 2024…

CSX Curtis Bay Coal Terminal Incident Causes Shipping Delay

A significant mechanical failure at CSX’s Curtis Bay coal export terminal near Baltimore has led to a temporary halt in coal loading operations. According to shipping agencies in the region, it will take at least two weeks to repair or replace the damaged machinery…

Moody’s: SCOTUS Chevron Ruling Raises Uncertainty for Power Sector

The U.S. Supreme Court’s decision to overturn the Chevron doctrine on June 28 has introduced significant legal and regulatory uncertainty for regulated utilities, according to Moody’s Ratings. The Chevron doctrine, established in 1984, had allowed courts to defer to federal agencies’ interpretations of ambiguous laws. Its removal may complicate regulatory processes and create challenges for the power sector…