UPDATES
Coal Markets - Outlook & Featured Articles
The following articles include coal company deep dives, quarterly outlooks, production updates, earnings analysis, and more.
Featured Updates
US Thermal Coal Dumpster Fire
The US domestic thermal coal situation is honestly a dumpster fire at this moment in time.
Thoughts on China
Thoughts on China: China is on a trajectory similar to Japan’s economic situation in the early 1990’s.
Corsa Coal’s Earnings Update
Corsa Coal (CSO.V) appears to have made significant progress as production levels have risen across all three of its deep mines.
Alpha’s Earnings Update
Alpha Metallurgical Resources (AMR) achieved its best output in over 5 years in Q1, producing 4.4 million tons.
Q1 2023 Earnings Review
Quarterly highlights along with thoughts on each company
Q4 2022 Highlights & Recent MSHA Data
Along w/ a markets and technical analysis review of each US coal producer
Alert on Australian Thermal Producers
It’s time to put Australian thermal producers on alert again, namely Whitehaven, New Hope and Yancoal.
Thermal Coal Note
Global thermal coal markets saw another decline in forward prices last week, despite stable natural gas prices.
Q1 ’23 Steel Market Overview
Q1 ’23 Steel Market Overview – And implications for Met Coal