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Coal company deep dives, quarterly outlooks, production updates, earnings analysis, and more.
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Unpacking yesterday’s World Energy Outlook and implications for coal
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Coal-gas switching…Asia-Pac Edition
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Coal/gas Switching in EU Power Market
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Disappointing China Stimulus Puts Downward Pressure on Coal Stocks
A rundown of today’s price action and an updated view on re-entry levels…
Coal Stocks Shake Off Pullback, Bounce Into Weekend
A rundown of recent coal stock price performances and setups heading into next week…
ARA Coal Stockpiles Dip to 3.32 mm Tonnes Ahead of Winter
Coal stockpiles at ARA dipped again last week to 3.3 mm metric tonnes, down from 6 mm metric tonnes at this time last year and the lowest levels since 2022. The stockpiles are mostly thermal coal for use in NW Europe, so what does that mean for Atlantic Basin thermal coal prices?…
Met Coal Futures Hustle into October
A quick rundown of global metallurgical coal markets heading into Q4…
Taking Stock: Global Thermal Coal
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.
The Gamma Squeeze is On for Coal Stocks
A quick rundown on today’s continued rip in coal stocks and actions I took…
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