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

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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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