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Thoughts on US Steel & Cleveland Cliffs News
The news dropped Sunday night that Cleveland Cliffs (CLF) has offered a cash and stock bid worth $7.3B for US Steel (X).
![Coal Mining Corsa Coal Corp CSO.V](https://thecoaltrader.com/wp-content/uploads/2023/07/corsacoal.png)
Corsa Coal Wins Damages from PennDOT
After accounting for contingent legal fees, Corsa anticipates receiving net proceeds of $23.3 million from PennDot.
![Coal Mining Warrior Met Coal (HCC)](https://thecoaltrader.com/wp-content/uploads/2023/08/Warrior_Vert_RGB_2C-768x384.jpg)
Warrior Debt Tender Offer – Quick Thoughts
After the close today, Warrior Met announced a tender offer for its 7.875% senior secure notes due in 2028:
![Coal Mining News & Markets LNG Carrier](https://thecoaltrader.com/wp-content/uploads/2023/08/Neptune_LNG-768x512.png)
Jittery LNG & Natural Gas Markets
European natural gas prices experienced the largest jump since March of the previous year due to concerns over potential supply disruptions.
![Coal Mining Alpha Met Coal (AMR)](https://thecoaltrader.com/wp-content/uploads/2023/07/AMR_logo-768x432.jpg)
Alpha vs Warrior (& AMR’s outlook)
The market had a positive reaction to Alpha’s earnings, up 8% on the day in sharp contract to Warrior’s earnings reaction, which was down 11%.
![Coal Mining Peabody Longwall Shields](https://thecoaltrader.com/wp-content/uploads/2023/08/BTU_shields.jpg)
Peabody Post-Earnings Thoughts
I’m starting to change my outlook on BTU from bad to better.
![](https://thecoaltrader.com/wp-content/uploads/2023/02/warriormetlogodark.png)
Warrior Post-Earnings Discussion
Things I got wrong… Erroneous items I failed to anticipate… Going forward and the investment thesis.
![](https://thecoaltrader.com/wp-content/uploads/2023/07/WarriorStrike-768x461.jpg)
Warrior Met Earnings on Deck
HCC is set to release earnings tomorrow (Aug. 2) after the bell.
![beijing, china, road-2044138.jpg](https://thecoaltrader.com/wp-content/uploads/2023/07/beijing-china-road-2044138-768x512.jpg)
Chinese Stimulus Dud?
In terms of Chinese economic growth and steel demand, here’s what we know.
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