Coal Market Updates

Coal Markets - Outlook & Featured Articles

The following articles include coal company deep dives, quarterly outlooks, production updates, earnings analysis, and more.

April 5, 2023 No Comments

Teck Resources rejected an unsolicited acquisition proposal from Swiss commodity trader and mining company Glencore.

April 5, 2023 No Comments

The shoulder season dip and high coal and gas inventories continue to weigh on spot seaborne thermal coal pricing.

February 21, 2023 No Comments

Metallurgical coal prices have been flying again, touching $390/mt (according to Platts, PLV Low Vol FOB Australia) overnight.

February 13, 2023 No Comments

I dig into the fundamentals of Warrior Met (HCC) and discuss how this coal producer is different from it’s peers in quite a provocative way.

February 8, 2023 No Comments

Here’s the quarterly details, including average sales price realizations, costs, and sales volumes for Arch Resources.

January 24, 2023 No Comments

I thought it prudent to update financials on Alpha Metallurgical Resources (AMR) to see how cash flows look on a go forward basis.

October 26, 2022 No Comments

Herewith a quick preview of the big three US metallurgical coal producers quarterly estimates heading into earnings in the coming week or so.

August 2, 2022 No Comments

Deep Dive on the Donkin Ming and Morien Resources. Geology, Reserves, Coal Marketability, Logistics, and more.

July 25, 2022 No Comments

A review of the big three metallurgical coal producers quarterly estimates heading into earnings in the coming weeks.