Thanks and Farewell
Getting the Story Straight on BTU
Thoughts on NRP
Earnings Season!
Portfolio Update
Met Stocks are Re-rating
Whitehaven Gets Back to Back Upgrades
Coal News & Markets Summary
Technical Analysis Update
What's going on in met markets?
Upgrades & Downgrades
Met Producer Comps
As Met Markets Tumble, Where's the Bottom?
Ramaco Post-Earnings Thoughts
CONSOL Trade/Positioning
Met Market Update
Alpha Post-Earnings Thoughts
Warrior Post-Earnings Thoughts
Arch Post-Earnings Thoughts
Seaborne Thermal Warning
Peabody Post-Earnings Thoughts
CONSOL Post-Earnings Thoughts
CONSOL ALERT
Pre-Earnings Narratives & Review
Alliance Post-Earnings Thoughts
Peabody vs Whitehaven
2023 Q4 MSHA Production Review
Time for some Upgrades
Thermal Market Thoughts
Met Market Thoughts
Updated Producer Comps