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Coal company deep dives, quarterly outlooks, production updates, earnings analysis, and more.
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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.
Use this Opportunity to Sell Alliance
Why is Alliance trading at a market premium to Australian thermal coal producers? It makes no sense in terms of long-term shareholder value.
Chinese Steel Macro Update
Herewith a quick rundown on Chinese Leading Indicators, PMI’s, and Steel Production. Plus metallurgical coal and iron ore implications.
Whitehaven’s BMA Acquisition
Time to address the elephant in the room. Whitehaven is most likely going to buy Blackwater and Daunia from BHP.
Downgrading Ramaco (METC)
Thinking through the poor relative performance of Ramaco vs the peer group, and I think the situation is going to get worse from here.
Met Market Update
US domestic met coal market is currently facing several challenges, with the UAW strike looming on the horizon.
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