UPDATES
Premium Articles
Coal company deep dives, quarterly outlooks, production updates, earnings analysis, and more.
Premium Articles
![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.
![Coal News Coal Markets North Goonyella Coal Mine](https://thecoaltrader.com/wp-content/uploads/2024/01/North-Goonyella-Centurion-underground-longwall-768x482.png)
Peabody vs Whitehaven
The BMA acquisition is expected to be completed on April 2, 2024. I continue to believe this acquisition will prove to be a transformational
![Coal Markets Coal News, Barged Coal](https://thecoaltrader.com/wp-content/uploads/2023/07/Barge_coal-768x575.jpg)
2023 Q4 MSHA Production Review
Let’s start with the big overall trend, and for that we need to think in terms of thermal coal, generally when discussing US coal production.
![Coal Mining Peabody Longwall Shields](https://thecoaltrader.com/wp-content/uploads/2023/08/BTU_shields.jpg)
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.
![Coal News for Mining & Investing Professionals](https://thecoaltrader.com/wp-content/uploads/2023/12/coal-barge-ara.jpg)
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
![metallurgy, a ferro-alloy, the electric arched furnace-2932947.jpg](https://thecoaltrader.com/wp-content/uploads/2024/01/metallurgy-a-ferro-alloy-the-electric-arched-furnace-2932947-768x512.jpg)
Met Market Thoughts
Met prices are driven primarily by China, then marginally by other regional demand sources, so let’s start there
Categories
- All Updates
- Metallurgical Coal
- Thermal Coal
- Steel Markets
- LNG Markets
- Earnings
- 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