UPDATES
Coal Markets - Outlook & Featured Articles
The following articles include coal company deep dives, quarterly outlooks, production updates, earnings analysis, and more.
Featured Updates
Alpha Metallurgical Resources (AMR)
Alpha Metallurgical Resources, ticker symbol AMR, is a met coal producer which operates both underground and surface mines in the Central Appalachia (CAPP) coal basin.
Evergrande Contagion
Evergrande Contagion – OPEX is lulling the crowd to sleep while a fire rages in China
Metallurgical Price Risks
Metallurgical Price Risks – A review of the mounting downside price risks
Structurally Higher Natural Gas Prices
Structurally Higher Natural Gas Prices – Could be a Weird Winter
Trading Peabody’s Rally (BTU)
Trading Peabody’s Rally (BTU) – Chase Strength or Wait for a Pullback?
A Potential Windfall for ARLP & BTU
A Potential Windfall for ARLP & BTU – A run of bad luck for an ILB competitor could give ARLP & BTU a boost
CONSOL Energy Inc. (CEIX)
CONSOL Energy Inc. (CEIX) – Summary & Back of the Napkin Proforma
Comparing Coal Equities
Comparing Coal Equities – A Quick Visual Tour
Warrior Met Post-Q2 2021 Earnings Update
Warrior Met Post-Q2 2021 Earnings Update – Revised Proforma & Discussion