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Coal company deep dives, quarterly outlooks, production updates, earnings analysis, and more.

April 24, 2024 No Comments

Herewith a quick note before earnings season kicks off tomorrow morning with Arch Resources results before the bell and earnings call at 10 am.

April 18, 2024 No Comments

Herewith an update of my personal account, positioning, trades, etc. by request.

April 16, 2024 No Comments

This seasonal pullback in PLV Futures has not caused such a bad commensurate pullback in met coal stocks.

April 10, 2024 No Comments

UBS put out a note yesterday, upgrading Whitehaven to Buy, in light of their recent acquisition of the BMA mines, Blackwater and Daunia.

April 5, 2024 No Comments

Herewith the monthly technical analysis update along with some quick commentary on each coal producer.

April 2, 2024 No Comments

Steel prices are pretty dismal. There’s clearly an oversupply in Asia, Europe and North America.

March 22, 2024 No Comments

March 23, 2024. Today I’m going to initiate coverage of Coronado Global Resources, CRN.AX.

March 20, 2024 No Comments

Now that we’ve seen another annual rug pull in metallurgical coal markets, I thought it appropriate to revise forecasts and valuation comps

March 18, 2024 No Comments

Overnight in Asia, coking coal prices continue to sell off, with PLV down another $1 from Friday to $270/mt.