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![Coal News Coal Markets World Steel Data](https://thecoaltrader.com/wp-content/uploads/2023/08/49301_20210506-jsw-steel__w1200__-768x576.jpg)
Indian Infrastructure Boom
Are we witnessing the initial signs of a much larger and protracted Indian infrastructure boom?
![Coal Mining Chinese coal](https://thecoaltrader.com/wp-content/uploads/2023/10/coal-shipment-us-china-tariff-768x512.jpg)
China’s Coal-Fired Future
It’s important to think about Chinese policy and ask ourselves why their actions don’t quite line up with their rhetoric.
![](https://thecoaltrader.com/wp-content/uploads/2023/07/coal_bulker_loading-768x432.jpg)
Reasons for the Metallurgical Coal Rally
Metallurgical coal markets continue to rally. Front-month (Oct ‘23) is at $362/mt, whereas long-term prices are currently in the $280’s:
![Coal Mining Arch Resource (ARCH)](https://thecoaltrader.com/wp-content/uploads/2023/02/Arch_Resources_Logo-1-768x384.jpg)
Arch News Update
Arch released a Q3 update, revised guidance lower, and announced their Q3 earnings call, scheduled to take place October 26 at 10am.
![Teck Haul Truck](https://thecoaltrader.com/wp-content/uploads/2023/02/Teck-Resources-ltd-768x422.jpg)
Fog of M&A
Met names got a lift yesterday with an update of the B Riley price deck and flow through share price target upgrades.
![stock, trading, monitor-1863880.jpg](https://thecoaltrader.com/wp-content/uploads/2023/07/stock-trading-monitor-1863880-768x512.jpg)
Riff on Markets
I’m working on a long-form post on Chinese energy policy which is not quite ready for the printing press. I’m therefore going to riff a little on markets here.
![](https://thecoaltrader.com/wp-content/uploads/2023/09/BFZiq-hcc-quarterly-forecast-768x518.png)
Met Producer Forecasts
Now that I’ve wrapped up the forecasts for the US met producers, I figured I would share it here so that we can compare and contrast.
![analysis, banking, broker-4937349.jpg](https://thecoaltrader.com/wp-content/uploads/2023/09/analysis-banking-broker-4937349-768x432.jpg)
Met Producer Share Price Action
In terms of metallurgical coal equity share price action, it has been pretty exciting to say the least as they’ve rallied.
![Coal Mining Coal Markets Chinese Steel](https://thecoaltrader.com/wp-content/uploads/2023/09/Steel-pouring-square-768x768.jpg)
Met Market Update
Why is met rallying? Supply has become incrementally tighter and demand coming out of the summer doldrums is picking up again.
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