The Coal Trader


Premium Articles

Coal company deep dives, quarterly outlooks, production updates, earnings analysis, and more.

Premium Articles

Coal Mining Peabody Longwall Shields

Time for some Upgrades

Now that I’m back from vacation, it’s time for some equity upgrades. Last week turned out NOT to be a quiet week in the coal sector.

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Coal News for Mining & Investing Professionals

Thermal Market Thoughts

This northern hemisphere winter has been mild overall, and most of 2024 could be wrecked by high inventories, leading to subdued demand

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Mt Pleasant

Downgrading Thermal

I’m going to kick this off by reiterating my avoidance call on all thermal coal, that is US domestic and seaborne thermal.

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Quick Market Thoughts

Cold weather finally hit Europe over the last couple of weeks. This is a decent start to winter, but thermal markets have a lot of work to do.

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