
Initiating Coverage on Hallador Energy (HNRG)
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U.S. coking coal exports declined substantially in August, falling by 17% year-on-year to 3.86 million tons…

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…

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…

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…

The increasing electricity demand from data centers, driven by the rise of AI technologies, could significantly threaten grid reliability in the United States, according to a recent report by the Conference Board…

Met coal prices are down again, but by less as the deceleration continues leading into August as market participants wait on their saviors in India…

The Environmental Protection Agency (EPA) continues to enforce stringent emissions regulations on the energy sector, including a new rule requiring coal-fired power plants to capture at least 90% of their CO2 emissions…

In an attempt to bolster U.S. steel production and reduce dependency on foreign steel, President Joe Biden has imposed new restrictions on steel imports from Mexico…

Labor negotiations between Canadian railroads and Teamsters Canada Rail Conference (TCRC) remain at a standstill as both parties await a critical decision from the Canada Industrial Relations Board (CIRB). The decision will determine whether essential freight must continue to be shipped in the event of a work stoppage…

The United States Treasury Department has broadened its sanctions against Russian coal enterprises, including Elga, Coalstar, and the Mairykhsky open-pit mine…

India metallurgical coal imports have risen significantly over the last few months, reaching 31.7 million tonnes from January to May 2024, a 9% increase from the previous year…