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Coal company deep dives, quarterly outlooks, production updates, earnings analysis, and more.
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Indian Infrastructure Boom
Are we witnessing the initial signs of a much larger and protracted Indian infrastructure boom?
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.
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:
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.
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.
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.
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.
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.
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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