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![Coal Mining Alpha Met Coal (AMR)](https://thecoaltrader.com/wp-content/uploads/2023/07/AMR_logo-768x432.jpg)
Alpha Post-Earnings Thoughts
Alpha is the largest met producer in the US, and the dominant player in Central Appalachia.
![](https://thecoaltrader.com/wp-content/uploads/2023/02/warriormetlogodark.png)
Warrior Post-Earnings Thoughts
Warrior has the arguably the best met assets in the USA. They have the lowest cost per ton and the most favorable (cheapest) transportation
![Coal Mining Arch Resource Longwall Coal Mine](https://thecoaltrader.com/wp-content/uploads/2023/07/arch_lw-768x278.jpg)
Arch Post-Earnings Thoughts
Arch is the leading producer of High-Vol A metallurgical coal globally. They operate four met mines, two large scale longwall operations.
![Coal Mining Coal News Turkey Coal Imports](https://thecoaltrader.com/wp-content/uploads/2024/01/turkey-coal-768x512.jpg)
Seaborne Thermal Warning
This cycle has been different for investors due to the extraordinary profit margins that existed for over a year.
![Coal Mining Peabody Energy Longwall](https://thecoaltrader.com/wp-content/uploads/2024/02/Peabody-Longwall-Miner-Shoal-Creek-768x574.jpg)
Peabody Post-Earnings Thoughts
Peabody Energy is one of the more difficult coal names to wrap your arms around in terms of their segments and coal assets around the world
![Coal News Coal Markets CONSOL CEIX train](https://thecoaltrader.com/wp-content/uploads/2023/10/CONSOL_train-768x512.png)
CONSOL Post-Earnings Thoughts
Since sending out the alert yesterday, I’ve gone through the earnings call transcript and tinkered with the numbers a bit more.
![Coal Mining Consol Energy](https://thecoaltrader.com/wp-content/uploads/2023/07/CONSOL_Energy_Inc_Logo.jpg)
CONSOL ALERT
As the earnings call is just getting started, I just wanted to share I high conviction thought with you:
![Coal Mining Coal Markets Longwall Mine Foresight](https://thecoaltrader.com/wp-content/uploads/2024/01/Longwall-Williamson-Pond-Creek-Foresight.png)
Pre-Earnings Narratives & Review
Earnings is tough to trade. It’s like betting against the spread in NFL or NCAA Football games, and Vegas is very smart and typically spot on.
![Coal Mining Coal News Alliance Resource Partners Coal Barge](https://thecoaltrader.com/wp-content/uploads/2024/02/Alliance-ARLP-barge-loadout.jpg)
Alliance Post-Earnings Thoughts
The primary risk for Alliance continues to be the coming demand destruction in power generation markets in the US.
Categories
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- Metallurgical Coal
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- MSHA
- Alpha Metallurgical Resources
- Alliance Resource Partners
- Arch Resources
- CONSOL Energy
- Corsa Coal
- Glencore
- Morien Resource
- Peabody Energy
- Ramaco Resources
- Teck Resources
- Thungela Resources
- Warrior Met Coal
- Whitehaven
- Yancoal