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Coal company deep dives, quarterly outlooks, production updates, earnings analysis, and more.
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Power Plant Pipeline – More Thoughts
We’re beginning to see the inadequacy of Chinese coal production to meet their own power demands as production falters & demand climbs.
Chinese Market: 2023 Coal Mid-Term Strategy
The following report published by a Chinese investment bank, Cinda Securities, contains some inside baseball on the Chinese coal industry.
Thoughts on Chinese Permitted Coal Power
In the first half of 2023, China approved 52 GW of new coal power projects, a significant increase from the 15 GW permitted in H1 2022
CONSOL vs Alliance
I’ve been working on summarizing Alliance & CONSOL for the website & it got me thinking about both companies from a compare and contrast point of view
BHP’s Steel & Met Outlook
Lets go through BHP’s Economic and Commodity Outlook, pull out/summarize the important highlights and provide my thoughts on various topics.
Uranium is Breaking Out
The action in the uranium markets today is hard to ignore. The price of uranium appears to be
TTF Update
Last week, the ongoing uncertainty surrounding the potential of a strike at Australia’s LNG export terminals had the effect
Initiating Coverage of Thungela Resources
I am initiating coverage of Thungela Resources (ticker: TGA.LN) on 8/22/2023 with…
Thoughts on Thungela Resources
Herewith some thoughts on Thungela Resources (Ticker TGA.LN), the South African thermal coal exporter which just announced interim earnings.
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