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Coal company deep dives, quarterly outlooks, production updates, earnings analysis, and more.
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As Met Markets Tumble, Where’s the Bottom?
Overnight in Asia, coking coal prices continue to sell off, with PLV down another $1 from Friday to $270/mt.
Ramaco Post-Earnings Thoughts
Ramaco Resources is a pure play metallurgical coal producer in Central Appalachia (CAPP) and primarily operates the following mining…
CONSOL Trade/Positioning
On February 24, I published the following technical analysis on CONSOL, you can see it here:
Met Market Update
Premium low vol hard coking coal prices have pulled back toward $300/mt, but they’re holding up fairly well compared to iron ore and HRC
Alpha Post-Earnings Thoughts
Alpha is the largest met producer in the US, and the dominant player in Central Appalachia.
Warrior Post-Earnings Thoughts
Warrior has the arguably the best met assets in the USA. They have the lowest cost per ton and the most favorable (cheapest) transportation
Arch Post-Earnings Thoughts
Arch is the leading producer of High-Vol A metallurgical coal globally. They operate four met mines, two large scale longwall operations.
Seaborne Thermal Warning
This cycle has been different for investors due to the extraordinary profit margins that existed for over a year.
Peabody Post-Earnings Thoughts
Peabody Energy is one of the more difficult coal names to wrap your arms around in terms of their segments and coal assets around the world
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