UPDATES
Coal Markets - Outlook & Featured Articles
The following articles include coal company deep dives, quarterly outlooks, production updates, earnings analysis, and more.
Featured Updates
Alliance Resource Partners (ARLP)
August 9, 2021
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Alliance Resource Partners (ARLP) – Summary & Back of the Napkin Proforma
Ramaco Post-Q2 2021 Earnings Update
August 4, 2021
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Ramaco Post-Q2 2021 Earnings Update – Revised Proforma & Discussion
Q2 2021 Earnings Alert
August 4, 2021
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Q2 2021 Earnings Alert – Just a heads up…
Coal Assets & Competitive Advantage Pt. 1
August 2, 2021
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Coal Assets & Competitive Advantage Pt. 1 – A quick guide for the new coal investor
Hallador Energy (HNRG)
July 30, 2021
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Hallador Energy (HNRG) – Summary & Back of the Napkin Pro Forma
China’s Australian Coal Ban
July 26, 2021
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Graphically show the impact from China’s ban on a few metallurgical coal indexes.
Ramaco Resources (METC)
July 23, 2021
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Ramaco Resources (METC) – Summary & Back of the Napkin Pro Forma
Australian Coking Coal Futures
July 18, 2021
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Australian Coking Coal Futures – A Chart Study on the Forward Curve
Investing in the Coal Rally
July 8, 2021
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Investing in the Coal Rally – A Snapshot of the Opportunity Set