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Coal company deep dives, quarterly outlooks, production updates, earnings analysis, and more.
Premium Articles
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.
Thoughts on NRP
I’ve been looking through NRP’s 10-Ks, as well as many of their public or formerly public lessees, and I’ve found enough public information to present a comprehensive analysis
Earnings Season!
Herewith a quick note before earnings season kicks off tomorrow morning with Arch Resources results before the bell and earnings call at 10 am.
Portfolio Update
Herewith an update of my personal account, positioning, trades, etc. by request.
Met Stocks are Re-rating
This seasonal pullback in PLV Futures has not caused such a bad commensurate pullback in met coal stocks.
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