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

December 20, 2023 No Comments

Benchmark PLV prices have been recently consolidating above $300/mt. Cyclone Jasper caused a price spike to $335 early in its development

December 14, 2023 No Comments

I’m developing a new macro perspective on the global economy that deglobalization is wrong or basically irrelevant

December 12, 2023 No Comments

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

December 7, 2023 No Comments

In light of the Ramaco 2024 Guidance Update, I updated my metallurgical coal price deck and valuations for each of the US met producers.

December 5, 2023 No Comments

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.

December 1, 2023 No Comments

I’ve been trying to figure out how serious this Shanxi “safety overhaul” is in China over the past couple of days

November 30, 2023 No Comments

The S&P 500 is in a short-term overbought state as indicated by the overbought signal on Friday, Nov. 17, 2023

November 27, 2023 No Comments

The Good, The Bad, and The Ugly

November 18, 2023 No Comments

Herewith a review of some coal charts…