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Coking Coal Rallies on Sentiment-Driven Gains From China
Miners Follow Futures Higher
Jul 22
•
Matt Warder
7
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Coking Coal Rallies on Sentiment-Driven Gains From China
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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
•
Joe Aldina
10
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Quick Note on a Quick Bargain in YAL Shares
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3
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
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Coal News: Russian Coal Industry Struggling
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4
Met Coal Prices Jump on Indian Buying and China Industry Policy Shift
Beijing Finally Addresses Steel Overcapacity
Jul 2
•
Matt Warder
7
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Met Coal Prices Jump on Indian Buying and China Industry Policy Shift
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3
June 2025
Coal Stocks Approaching Value Territory
Oil Reversal Creating Opportunity For Those With Patience
Jun 25
•
Matt Warder
9
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Coal Stocks Approaching Value Territory
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6
Market Update from CoalTrans China
Picture of thermal coal market emerged from the annual conference: prices stable, but price growth will require further production cuts
Jun 25
•
The Coal Trader
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Market Update from CoalTrans China
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CNR Up as UBS Rates It a Buy
CNR shares picked up today and will rise more as post-merger costs fade and coal markets improve
Jun 12
•
The Coal Trader
8
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CNR Up as UBS Rates It a Buy
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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
11
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Not your father's Natural Resource Partners (NYSE: NRP)
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11
Ramaco Reports Q1 Net Loss, But Record Production
Like Other US Producers, METC Cuts 2025 Guidance Amid Market Weakness
May 13
•
Matt Warder
1
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Ramaco Reports Q1 Net Loss, But Record Production
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13
BTU Weighs Legal Options at Moranbah North
Anglo Faces Mounting Regulatory Challenges to Restart Operations
May 12
•
Matt Warder
14
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BTU Weighs Legal Options at Moranbah North
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10
Moranbah Fire Brings MAC Risk to Peabody-Anglo Deal
Uncertainty Over Key Mine Clouds Coal Acquisition
May 5
•
Matt Warder
8
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Moranbah Fire Brings MAC Risk to Peabody-Anglo Deal
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1
April 2025
Quick HCC Earnings Preview
Q1 Heading Lower with PLV Prices
Apr 30
•
Matt Warder
9
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Quick HCC Earnings Preview
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