UPDATES
Premium Articles
Coal company deep dives, quarterly outlooks, production updates, earnings analysis, and more.
Premium Articles
Q2 Earnings Preview – ARCH
First up for the US coal boys on Q2 earnings is ARCH -0.85%↓ who reports tomorrow (7/25/24) and will likely set the tone that the rest of the industry will have to meet or improve upon…
Muted Met Market Reaction From Longview Mine Fire
In the wake of the fire at Allegheny Met Coal’s Longview Mine, we take a look at what the possible market effects might be…
Grosvenor Mine Fire Will Tighten Met Coal Markets
Anglo’s Grosvenor Coal Mine in Queensland, Australia was evacuated Saturday morning after a methane ignition caused a fire which engulfed the operation. Here, we take a look at possible effects on met coal markets…
Technical Analysis Series – BTU
For our third installment in the series here, I thought it best to tackle Peabody Energy BTU -1.91%↓. That’s not necessarily because it’s an interesting risk-reward at this point in the market cycle. Rather, it’s simply because I get more questions on it than any other coal stock. Well, that and it has had the most predictable trading range of the entire sector…
Technical Analysis Series – HCC
I don’t care for technical analysis much, but sometimes it is the best framework on which to build trade ideas. We examine that here, using HCC as an example…
Technical Analysis Series – AMR
I don’t care for technical analysis much, but sometimes it is the best framework on which to build trade ideas. We examine that here, using AMR as an example…
US Met Coal Prices Don’t Reflect Reality
What to expect from the website and service over the next few months, and a
Service Updates and Met Market Thoughts
What to expect from the website and service over the next few months, and a
Thanks and Farewell
This is David Dyer, the Founder of The Coal Trader Substack & website service. I just wanted to provide some context on what is going on behind the scenes here with this service.
Categories
- All Updates
- Metallurgical Coal
- Thermal Coal
- Steel Markets
- LNG Markets
- Earnings
- MSHA
- Alpha Metallurgical Resources
- Alliance Resource Partners
- Arch Resources
- CONSOL Energy
- Corsa Coal
- Glencore
- Morien Resource
- Peabody Energy
- Ramaco Resources
- Teck Resources
- Thungela Resources
- Warrior Met Coal
- Whitehaven
- Yancoal