Tag: USA
White Forest Resources Files for Chapter 11
February 11, 2025
White Forest Resources, a West Virginia-based coal mining company, has filed for Chapter 11 bankruptcy protection in Delaware, listing nearly $79 million in outstanding debt…
BTU Q4 Earnings Preview
February 5, 2025
A rundown of BTU earnings expectations for its Q4 2024 report…
China Slaps 15% Tariffs on Coal Imports From USA
February 4, 2025
A quick look at the impact of China’s 15% tariffs on US met coal…
Initiating Coverage on Hallador Energy (HNRG)
December 18, 2024
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AMR Q3 Model Update and Q4 First Look
November 1, 2024
A preview of AMR earnings and Q4 outlook from our modeling…
U.S. Coking Coal Exports Decline in August Amid Shifts in Global Demand
October 11, 2024
U.S. coking coal exports declined substantially in August, falling by 17% year-on-year to 3.86 million tons…
Met Coal Futures Hustle into October
October 1, 2024
A quick rundown of global metallurgical coal markets heading into Q4…
The Gamma Squeeze is On for Coal Stocks
September 27, 2024
A quick rundown on today’s continued rip in coal stocks and actions I took…
Coal Stocks Rip, Time to Flip?
September 24, 2024
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
September 19, 2024
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…