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Coal company deep dives, quarterly outlooks, production updates, earnings analysis, and more.
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ARCH shares shrug off dismal Q3 production and shrinking met margins
November 3, 2024
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AMR Q3 Model Update and Q4 First Look
November 1, 2024
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A preview of AMR earnings and Q4 outlook from our modeling…
HCC Q3 Earnings Preview
November 1, 2024
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A preview of HCC’s earnings report using our modeling…
CEIX puts in strong Q3
October 30, 2024
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Unpacking yesterday’s World Energy Outlook and implications for coal
October 18, 2024
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Coal-gas switching…Asia-Pac Edition
October 15, 2024
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Coal/gas Switching in EU Power Market
October 11, 2024
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Disappointing China Stimulus Puts Downward Pressure on Coal Stocks
October 8, 2024
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A rundown of today’s price action and an updated view on re-entry levels…
Coal Stocks Shake Off Pullback, Bounce Into Weekend
October 4, 2024
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A rundown of recent coal stock price performances and setups heading into next week…
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