Taking Stock: Global Thermal Coal Leave a Comment / CEIX, Free, Updates / By Giuseppe Aldina I’ll start out with this first post by taking the temperature of the global thermal coal markets and looking out over the next year or so. You must be logged-in to see this content. Logged-in Premium subscribers get full access to this page. If you're a subscriber but haven't logged in, just log in using the form below. If you're not yet a subscriber, you're only a few clicks away! Subscribe Now! Username Password Remember Me Forgot Password
The Gamma Squeeze is On for Coal Stocks September 27, 2024 / AMR, Arch, BTU, CEIX, Coking coal, HCC, Metallurgical Coal, Thermal Coal, USA A quick rundown on today's continued rip in coal stocks and actions I took...
Coal Stocks Rip, Time to Flip? September 24, 2024 / AMR, Arch, Australia, BTU, CEIX, China, CRN, HCC, Metallurgical Coal, METC, NHC, NRP, SMR, Thermal Coal, USA, WHC, YAL.AX A quick rundown of the post-China stimulus rip in coal stocks, and how to think about positioning using some advice…
Potential Impact of Longshoremen’s Strike on Coal Exports: Limited Disruptions Expected September 24, 2024 / Coking coal, exports, Metallurgical Coal, Thermal Coal The looming threat of a strike by the International Longshoremen's Association (ILA) on 1 October has raised concerns across various…
Russian Coal Industry Faces Mounting Challenges in 2024 Amid Declining Exports and Production Shifts August 27, 2024 / Metallurgical Coal, Russia, Seaborne Coal, Thermal Coal Russian coal producers continue to grind through a turbulent 2024, marked by a slight overall decline in output and a…
CSX Curtis Bay Coal Terminal Incident Causes Shipping Delay August 19, 2024 / Metallurgical Coal, Thermal Coal, Trade, USA A significant mechanical failure at CSX's Curtis Bay coal export terminal near Baltimore has led to a temporary halt in…
Thermal Coal Markets Run As Met Retracts August 13, 2024 / Metallurgical Coal, Thermal Coal There has been a huge shift in momentum from the met coal side to the thermal coal side over the…
Moody’s: SCOTUS Chevron Ruling Raises Uncertainty for Power Sector August 12, 2024 / Power, Power Generation, Thermal Coal, USA The U.S. Supreme Court's decision to overturn the Chevron doctrine on June 28 has introduced significant legal and regulatory uncertainty…
European Thermal Coal Market Strengthens Amid Geopolitical Tensions August 12, 2024 / Australia, China, Colombia, Europe, Metallurgical Coal, Seaborne Coal, South Africa, Thermal Coal A rundown of recent price changes in the broader coal markets...
Earnings Preview – CEIX August 7, 2024 / CEIX, CONSOL, Metallurgical Coal, Thermal Coal, USA We walk through calibrating our CEIX model buildup and our projections for Q2...
