The Coal Trader

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The Coal Trader's 2025 Metallurgical Coal Outlook - Part 1
A Challenging Year Lies Ahead, But There's Still Light at the End of the Tunnel
 • 
Matt Warder
Potential upside for HCC, CNX on coal mine methane sales
A thought piece on a wonky part of the tax code - but there could be a lot of extra revenue in it for a few "gassy" coal mines
 • 
Joe Aldina
Thermal Coal Market Update
Good afternoon, Coal Traders!
 • 
Joe Aldina
Update on Hybrid Met/Thermal Coal Stocks
Regaining Equilibrium After a Rough Patch
 • 
Matt Warder
Quick Status Update on Met Coal Stocks
Not a Fun Quarter, but Bottoming Process Has Begun
 • 
Matt Warder
5
US Met Coal Price Assessments Are Getting Stupid Again
It's Time to Return to Annual Fixed Price Contracts
 • 
Matt Warder
2
Thermal Coal Forecast Details
Specific forecasts for 2025-2027 global thermal coal marker prices
 • 
Joe Aldina
10
2024 Review and Outlook for Thermal Coal Prices
Three solid years ahead. Higher demand and limited supply point to modestly higher prices.
 • 
Joe Aldina
1
Met Coal Futures Finally Show Signs of Life
Cautious Optimism Emerging for Restocking Season
 • 
Matt Warder
More solid years ahead for ARLP
An income investment with some potential for higher unit prices as US coal plants stay online longer than expected
 • 
Joe Aldina
3

December 2024

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