Premium Articles

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

October 20, 2023 No Comments

Broad markets look pretty bearish here. Rates are getting pushed higher and higher and eventually something is going to break.

October 18, 2023 1 Comment

We finally got news that Whitehaven is the preferred bidder for the Blackwater and Daunia mines being sold by BHP.

October 17, 2023 No Comments

Ramaco Resources (METC) pre-announced earnings, providing a tight range for Net Income and EBITDA. They also revised FY 2023 guidance.

October 12, 2023 No Comments

Alpha announced preliminary sales volumes and realizations for Q3 2023, and revised full year 2023 guidance.

October 10, 2023 No Comments

Are we witnessing the initial signs of a much larger and protracted Indian infrastructure boom?

October 8, 2023 No Comments

It’s important to think about Chinese policy and ask ourselves why their actions don’t quite line up with their rhetoric.

October 5, 2023 1 Comment

Metallurgical coal markets continue to rally. Front-month (Oct ‘23) is at $362/mt, whereas long-term prices are currently in the $280’s:

October 3, 2023 No Comments

Arch released a Q3 update, revised guidance lower, and announced their Q3 earnings call, scheduled to take place October 26 at 10am.

September 28, 2023 No Comments

Met names got a lift yesterday with an update of the B Riley price deck and flow through share price target upgrades.