UPDATES
Coal Markets - Outlook & Featured Articles
The following articles include coal company deep dives, quarterly outlooks, production updates, earnings analysis, and more.
Featured Updates
Met Coal Playbook – Update
Signals from Iron Ore futures.. and VALE as an early kicker
What’s Next for the Met Coal Trade?
What’s Next for the Met Coal Trade? What I’m anticipating and which producer looks the best for 2022.
Met Coal – 2022 Early Outlook
Met Coal – 2022 Early Outlook: Some early thoughts on how 2022 may turn out
Coal Price & General Expectations
Term structure study of metallurgical and thermal coal prices along with my thoughts on the current rally
Q3 2021 Thermal Producer Earnings Revisions
Q3 2021 Thermal Producer Earnings Revisions; Reviewing my Q3 estimates vs consensus
Q3 2021 Met Producer Earnings Revisions
Q3 2021 Met Producer Earnings Revisions: Reviewing my Q3 estimates vs consensus
Metallurgical Coal Prices
Metallurgical Coal Prices – A review of the charts I use to analyze met coal prices
Arch Resources (ARCH)
Arch Resources, ticker symbol ARCH, is a metallurgical and thermal coal producer headquartered in St. Louis, MO. ARCH operates seven mines, three of which are thermal mines in the western US, and the remaining four are met mines located in Central Appalachia (CAPP).
Comparing Coal Equities – Another Quick Visual Tour
There are a lot of coal producers to chose from, how do we chose which ones are worthy of deep research and perhaps our hard earned investment capital?