Premium Articles

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

November 14, 2023 No Comments

I spent some time updating metallurgical producer financial models today, so this will be a chart heavy post.

November 14, 2023 No Comments

Glencore has acquired a 77% stake in Teck Resources’ EVR for $6.93 billion.

November 3, 2023 No Comments

Alpha reported net income of $6.65 per share, surpassing analysts’ estimates but that’s mainly due to the buybacks making less shares.

November 1, 2023 No Comments

Earnings schedule: Warrior earnings later today following the market close at 4:30 pm ET. Alpha earnings tomorrow morning, before the bell.

October 31, 2023 No Comments

European natural gas inventories are basically 99% full ahead of the mandated filling target of 90% capacity by November 1.

October 29, 2023 No Comments

Arch reported net income of $3.91 per diluted share, meeting analysts’ estimates but down from $8.68 in the same period last year.

October 27, 2023 No Comments

After Peabody released earnings on Thursday morning, the market sold the stock off heavy and there wasn’t a good reason why.

October 25, 2023 No Comments

We kick it off tomorrow (Thursday morning) with Arch at 10 am and Peabody at 11 am.

October 25, 2023 No Comments

I’ve been hearing about US power plant retirements in the pipeline and although I knew it would hit the Powder River Basin (PRB) the hardest.