Coal Newswire @CoalNewswire
Coal News curated by The Coal Trader thecoaltrader.com Appalachia Joined August 2022-
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We are so back 🥳🥳🥳🥳 $AAL.L
Wyoming, Virginia, & Michigan lead in advancing #nuclear energy, w Wyoming’s TerraPower project exemplifying proactive state support. Michigan committed $150M for Palisades’ restart, while Virginia funds energy initiatives. buff.ly/3UqwPbG
India’s finished #steel consumption grows by 13% to 136 mmt in 2023-24, driven by automotive & infrastructure sectors. Crude steel production rises 12.6% to 143 mmt. Govt aims for 300MT annual capacity & 160kg per capita consumption by 2030. buff.ly/3W5I7Uj
India’s #cokingcoal imports diversify as Australian imports decline and Russian, US shipments rise. Rising energy inflation & geopolitical turmoil affect trade dynamics. Full article here: buff.ly/3VZCZ3Y
Europe’s #steel industry requires 5 mmt/year of #hydrogen to decarbonize, a process expected to take 20-25 years. #Cokingcoal remains vital until then, despite high costs. Article here: buff.ly/49Mt84y
Seaborne #metcoal market signals bearish trends for Q2, w fears of prices dropping below 2023 lows. QLD prime coal supply to increase in Q2 post-wet season. ...Classic peak negative sentiment article from the lows: buff.ly/4aYZPNm
OTEKO, a Russian port operator, will decline Delo’s bid for its Taman terminal in the Black Sea. Amidst changing ownerships, Delo aims to buy to ease coal prices. OTEKO blames rail capacity for shipment delays: buff.ly/3QxCgDJ
#Coal shipment increases in the Far East disrupt eastbound container rail transport in Russia, dropping by nearly half in March. Tariffs tripled & delays reached 3 months. Inventory shortages risk production reduction. buff.ly/3Q9nZNe
Asian #LNG prices surged due to supply risks, especially from the Middle East, driving increased demand. JKM LNG for June rose to USD 10.75/MMbtu. Geopolitical tensions, including Russian attacks in Ukraine & potential Iran-Israel conflict, fueled buying. buff.ly/3w34Fu7
Whitehaven $WHC.AX CEO Paul Flynn notes improved labor availability but rising wages. The company faces challenges post-acquisition of $BHP’s mines. March quarter results were weak, impacted by poor production at Narrabri. More Here: buff.ly/3JsN9Cw
$BHP delays decision on Australian nickel business until August due to downgraded #coal production. #IronOre dominates earnings, w 68.1M tonnes produced. Cost to produce #coal in QLD substantially higher than iron ore in WA. buff.ly/3xFFApr
Whitehaven’s Jan-March report shows increased production but decreased sales. The firm shifted to higher-grade thermal Wcoal sales, w sales volumes at 83% high-grade. Full article here: buff.ly/3Q8FQUm
In China’s #steel industry, Q1 saw a 9% rise in #HRC production but a 9.5% drop in rebar output. CRC production surged 26.6%. March showed mixed trends w HRC up 9.3% & CRC up 23.3%. buff.ly/4b2ex6d
Slovakia’s USSK extends blast furnace downtime due to slow European #steel demand. Planned maintenance in March extended into Q2 2024 amid weak demand & declining prices. buff.ly/3QbCOPn
BUMA Australia, a Delta Dunia Group subsidiary, secures a contract w Whitehaven Coal’s Blackwater Operations until June 2026. The deal involves pre-strip mining at the Blackwater #coal mine. $WHC.AX More herein: buff.ly/4d5XcLC
Whitehaven Coal $WHC.AX nears sale of minority stake in Blackwater mine, acquired for $6.4B from $BHP & Mitsubishi. JFE Steel in advanced talks for 10% stake. Additional suitors, including India’s JSW Group & Itotchu, also interested. buff.ly/3xQxavu
#CSX beats Q1 profit est w $893M net earnings, despite a slight revenue dip to $3.68B. Higher intermodal & #coal export demand buoyed results, offsetting lower fuel surcharges & weaker trucking revenue. buff.ly/4b4kcZl
US-Brazil #metcoal freight rates dropped to mid-$13,000s/d from $16,000s in Mar due to increased grain-loading activity in S America. Time-charter premiums for US-Brazil routes decreased from $2,500/d to $350/d: buff.ly/4cY3zR7
Randall Atkins, CEO of Ramaco Resources $METC, addresses various topics in a Q&A session. He discusses the impact of the Francis Scott Key bridge collapse, long-term projections for metallurgical #coal, Ramaco’s investments & more. Article here: buff.ly/4d7IELh
A national #coal reserve base in Sichuan, China, begins operations in mid-May’24 to enhance energy security during peak demand, notably in summer. Storage capacity of 1.2 mmt & annual transshipment capacity of 10 mmt. buff.ly/3QbBX17
Matt Warder @mfwarder
14K Followers 2K Following Church of Baseball. Dad. Musician (New Single: https://t.co/LYKBzeiiAj). WV Native. Whiskey stan. #Coal. Energy/M&M/Economics.
The Coal Trader @dyer440
11K Followers 1K Following Consultant & Coal Analyst, Trader & Real Estate Investor https://t.co/7yoZv8h1qw
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Respeculator @respeculator
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Aggressive Value @aggresivevalue
8K Followers 103 Following 25 yrs investing in the markets. Deep value/ asymmetric opportunities. Nothing posted here is financial advice. Just another opinion. DYODD
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RTB 🚀 - AKA Mr Wen @RaisingTheBAR47
15K Followers 898 Following Challenging ShitCo+Ponzi mgmt and Furus on their BS. Not investment advice. I’m an idiot
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9K Followers 543 Following Agricultural commodity trader by day. Market junkie on the side. Focused mainly on the capital cycle. Minnesota sports rube.
Twain's Mustache @TwainsMustache
15K Followers 494 Following “The first of April is the day we remember what we are the other 364 days of the year." I'm often wrong. Tweets are not investment advice. DYODD
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The DEEP Marcellus @InvestInOnG
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Founder for Sake @mmmmxm12245
8 Followers 336 Following FORMER ENERGY ANALYST TURNED ESG & IMPACT INVESTING SPECIALIST, & NOW A CO-FOUNDER OF A FUND. HIGHLY BIAS OPINIONS.
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31 Followers 39 Following
Hainan West Asia Impo.. @westasia_export
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The Rookie @AcunaMatata86
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99 Followers 550 Following "Measure your life by its moments of impact, not the minutes that pass."
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41 Followers 221 Following Post Darwinist, Post expertismist, Post AIist, Post Post modernist, Dialectician, Utopianist
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[email protected] @njpoyyahoocoma1
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Look at the Stats on .. @fight_lies
4K Followers 4K Following If I told you in 2019, that I got vaccinated to keep other people healthy, you would have called me a conspiracy theorist.
OakMaulerSr "8% Neand.. @OakMaulerSr
91 Followers 101 Following GenX "per capita" Populist until I die... probably from incestuous pedos supporters (@NPR) or the Bush family.
JesusViking @ClausBoegh
159 Followers 828 Following Investing in Gods Kingdom, my family, my fellow countrymen and silver
Peter Rodri @peter_rodr7
481 Followers 1K Following Husband and father who loves to live and lives to love.
insights @insights_alpha
81 Followers 2K Following
Matt Warder @mfwarder
14K Followers 2K Following Church of Baseball. Dad. Musician (New Single: https://t.co/LYKBzeiiAj). WV Native. Whiskey stan. #Coal. Energy/M&M/Economics.
The Coal Trader @dyer440
11K Followers 1K Following Consultant & Coal Analyst, Trader & Real Estate Investor https://t.co/7yoZv8h1qw
Yellow Lab Life Capit.. @YellowLabLife
20K Followers 951 Following I am not as smart as I sound, so please don't listen to me
Javier Blas @JavierBlas
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Respeculator @respeculator
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InfantTurdPowder @zhanginu
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Aggressive Value @aggresivevalue
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Twain's Mustache @TwainsMustache
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The DEEP Marcellus @InvestInOnG
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Bureau of Meteorology.. @BOM_Qld
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ハゲタカ @realhagetaka
838 Followers 129 Following Exploring for the next tier one deposit. Lover of hydrocarbon bonds. #COM #CoalTwitter それで、あなたは何について話しているのですか？ 私の目的は石炭です。 それで全部です。“And you wanted us to do buybacks didn’t you Koala…how’s that’s relative performance look now…”
Happy $HCC $70 day to all who celebrate
Alright...LFG we get to have some fun! Okay so first off...PGMs and Kumba hived off so let's table that for now 2nd...this leaves Minas Rio in the mix, Vale will find it simply lovely one of the biggest current and recurring profit centers of Anglo now sits with their Samarco…
Anglo American confirms it has received an "unsolicited, non-binding and highly conditional combination proposal" from BHP. Would involve separate demergers by Anglo of its entire shareholdings in Anglo American Platinum and Kumba Iron Ore Limited to Anglo American shareholders
EBITDA estimates for $ARCH at $121M. I’m at ~$130-135M after adjusting for bad Q1 MSHA data at Leer/Leer S (-750kst) and Black Thunder (-4Mst), a lower HVA price, and a little extra off for ~2 weeks of BMore bridge effects. Gonna matter how they communicate Q2 expectations!
Thoughts on kicking off #CoalTwitter earnings season w/ $ARCH in the morning: thecoaltrader.com/updates/
@TrentBuckle @agnostoxxx I imagine BHP would have little interest in the African part of the business (PGMs, diamonds and maybe Kumba plus Manganese).. but the SthAm copper, QLD coal mines and UK potash (plus projects like Sakatti)👌👌
$AMR $HCC
$BHP cuts coking #coal guidance for fiscal year to decade-low of 43-45mn t due to wet weather, cyclones & Saraji incident. Cost guidance raised to $119-125/t. More Here: buff.ly/3W5EqxB
@dyer440 @tradedollarnut @CoalNewswire @respeculator In essence, it's greenfields with near zero exploration.
And there was much rejoicing…#CoalTwitter
The Port of Baltimore’s shipping channel, closed since Mar 26 due to a bridge collapse, will partially reopen to 35ft depth by late April & fully by late May. More Here: buff.ly/3U5V92A
Article talks about a "discount" because of a lack of control - I'm sorry, but unless you're selling 50%+ a buyer doesn't have control. A minority stake should be at a premium considering no operating requirements placed. If $500m is the offer $whc shouldn't sell.
Whitehaven Coal suitors vie for a 20% stake in Blackwater, w at least 3 non-binding bids rec'd, including from JSW, a Japanese bidder & an Indonesian entity. The winning bidder will have 1 board seat & share profits but defer key decisions to $WHC.AX. buff.ly/43LV0EK
Whitehaven Coal suitors vie for a 20% stake in Blackwater, w at least 3 non-binding bids rec'd, including from JSW, a Japanese bidder & an Indonesian entity. The winning bidder will have 1 board seat & share profits but defer key decisions to $WHC.AX. buff.ly/43LV0EK
@respeculator @CoalNewswire @InspectionDeep @Edark94 LSE is a steaming pile
@respeculator @CoalNewswire @InspectionDeep kek it's a shitshow mate, but there are some jewels hiding in the dump... #JLP & #KAV are damn interesting
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