Archive - The Coal Trader

Coal, Copper, and Critical Materials w/ Kontrarian Korner's Ben Kelleran

Hey there Coal Traders!

17 hrs ago •

and

1:07:56

July 2025

Coking Coal Update and Thoughts on US Domestic Negotiations

Long update today, and a little extra analysis to discuss, so once again have to do a long form post instead of just popping into the chat.

Jul 31 •

ARA coal stockpile update

Stockpiles are up w/w and API2 prices are moderating, but not expecting prices to go back to annual lows

Jul 29 •

The Coal Trader

ARLP Earnings 28 July: Earnings Miss but Solid Production

Earnings miss driven by investment in battery manufacturer and non-cash factors, but operations are solid, buy on any pullback

Jul 28 •

Coking Coal Rallies on Sentiment-Driven Gains From China

Miners Follow Futures Higher

Jul 22 •

Quick Note on a Quick Bargain in YAL Shares

YAL shares still at a discount from Friday and I believe they're a good buy and hold

Jul 21 •

Coal News: Russian Coal Industry Struggling

Head of Russian Coal says the current crisis is "the worst since the 1990's." Mechel cutting shipments 25% y/y.

Jul 17 •

The Coal Trader

Met Coal Prices Jump on Indian Buying and China Industry Policy Shift

Beijing Finally Addresses Steel Overcapacity

Jul 2 •

June 2025

May 2025

Not your father's Natural Resource Partners (NYSE: NRP)

FCF to increase as preferred shares are now paid off and debt to be extinguished by 2026. A coal price rebound should push up FCF further and bring…

May 14 •

The Coal Trader

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts