Sitemap - 2023 - The Coal Trader

Coal Market Thoughts to End the Year

Developing Thesis for 2024

Downgrading Thermal

Updated Met Comps (EV/EBITDA & FCF Yield)

Quick Market Thoughts

Shanxi Safety Overhaul

New S&P 500 Trend Signal & Macro Model Introduction

State of the Coal Market

Thank You!!

Technical Analysis Review

Coal News & Price Data

Metallurgical Comps

Glencore's Acquisition of Teck's Met Unit

Alpha & Warrior Q3 Results

Alpha & Warrior Pre-Earnings Setup

Seaborne Thermal Coal Prices Tumble

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Portfolio Weightings & Performance

China’s Coal-Fired Future

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Use this Opportunity to Sell Alliance

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Q2'23 MSHA Update

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Alpha Met Site Visit & Management Meeting

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Q1 2023 Earnings Review

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Q4 2022 Highlights & Recent MSHA Data

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Q1 '23 Steel Market Overview

Portfolio Weightings & Performance

Glencore & Teck Merger

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Teck's attempt at ESG money laundering

Metallurgical Coal Market

Warrior Met Coal's Valuation & Outlook

Arch Resources Valuation & Outlook

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Reviewing Alpha's Valuation & Outlook

Portfolio Weightings & Performance

Portfolio Weightings & Performance

Portfolio Weightings & Performance