The Coal Trader

The Coal Trader

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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…
 • 
The Coal Trader
11
Ramaco Reports Q1 Net Loss, But Record Production
Like Other US Producers, METC Cuts 2025 Guidance Amid Market Weakness
 • 
Matt Warder
13
BTU Weighs Legal Options at Moranbah North
Anglo Faces Mounting Regulatory Challenges to Restart Operations
 • 
Matt Warder
10
Moranbah Fire Brings MAC Risk to Peabody-Anglo Deal
Uncertainty Over Key Mine Clouds Coal Acquisition
 • 
Matt Warder
1

April 2025

Quick HCC Earnings Preview
Q1 Heading Lower with PLV Prices
 • 
Matt Warder
Thermal coal market update, metrics for thermal coal co.'s
Good morning coal traders!
 • 
The Coal Trader
Met Coal Market Update 4/15/25
GM Coal Traders!
 • 
Matt Warder
Tariffs, Mine Closures, and Policy Pushes Weave a Tangled Web for Coal
Despite the Chaos, Met Coal Markets Start to Find Footing
 • 
Matt Warder
7
Initiating Coverage on New Hope (ASX:NHC)
Solid company, good dividend play and long-term hold that should appreciate on volume growth and the eventual rebound in thermal coal prices
 • 
The Coal Trader
5
TCT Podcast #5 - The Tariff Tantrum Escalates
China Strikes Back, U.S. Coal Caught in the Crossfire
 • 
Matt Warder
 and 
Joe Aldina
18
59:07
TCT Podcast #4 - Tariff Tantrum!
US Costs May Go Up, but US Market Clarity Is Definitely Going Down
 • 
Matt Warder
 and 
Joe Aldina
21
31:12
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