Natalie Biggs @NatalieBiggs_C6
Research Director, global head of thermal coal markets @woodmackenzie. Global commodities market insights, power, and good humor. Views are my own. Joined October 2021-
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New issue of @World_Coal_Mag released with an overview from our Woodmac team on European coal markets and current challenges with the Russian coal ban. issuu.com/palladianpubli…
Open Principal Analyst position on our thermal coal markets team based in Singapore jobs.smartrecruiters.com/Verisk/7439998…
The world needs #steel. Meeting demand will require 2.2 Bt of production by 2050, but is it possible to do that while meeting a 90% emission decline from current levels to comply with the Paris Agreement? We address the decarb challenge. #WMHorizons: okt.to/DIdJ9B
US FREIGHT RAILROADS WILL REDUCE SERVICE STARTING MONDAY AFTER TWO OF THE LARGEST RAIL UNIONS FAILED TO AGREE TO A CONTRACT
Rumors of coal's demise have been greatly exaggerated Talk Energy #140 is live with guest Natalie Biggs, the Director of Thermal Coal Markets for Wood Mackenzie We talk -Coal markets -Coal's role in the energy crisis -How coal is still on the rise Episode link in the replies
Colombian thermal coal exports are down 5.5% in the first half of this year (25.6 mt). Rains really did a number on shipments in May and June. Govt having trouble selling the 15 mtpa Prodeco operations (10 days left for bids).
Please join our Global Coal Forum next week where we will dig deep to unearth insights into the future of the coal sector as the world shifts around it. woodmac.com/events/coal-an…
Methane ignition at Ramaco’s Berwind complex (no injuries) - low vol ~0.5mtpa pressviewer.com/ViewEmail.asp?…
If you have some time to kill, you should read about this wonderfully bizarre chemical reaction to create aluminum amalgam. Side note: you should absolutely never take mercury on a plane. en.m.wikipedia.org/wiki/Aluminium…
The Supreme Court limits the power of the EPA wsj.com/articles/supre…
Europe's highly public commitment to wean itself off Russian energy is past the point of no return. In this report, we consider the consequences on commodities and look at how governments, companies, and investors must respond. woodmac.com/horizons/the-b…
Fantastic Principal Analyst opportunity for someone with a strong background in Indian metallurgical coal markets. linkedin.com/jobs/view/3114…
Our latest views on the impact of Russian coal sanctions, dependencies, and availability of alternative supply. sprou.tt/14pwqz9w1BZ
For seaborne coal markets, watch for the demand rebound in China as the market recovers from covid restrictions. Guangdong is already requesting utilities to restock (add another 5% in May) in preparation.
Just an interesting shot of the beauty of logistics. Coal cars at Lambert's Point Pier 6 In Norfolk, Virginia (date unknown)
Word is that Germany is negotiating to delay the EU Russian coal ban to mid-August. That would give buyers more time to diversify away and get through Summer demand.
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.
Le Shrub🌳🔥🇺�.. @agnostoxxx
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Josh Young @Josh_Young_1
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Yellow Lab Life Capit.. @YellowLabLife
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Respeculator @respeculator
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Josh Young @Josh_Young_1
95K Followers 2K Following Contrarian value investor. O&G. Not advice, do not rely, past performance not indicative, positioning may change w/out notice. Likes & r/ts are not endorsements
Yellow Lab Life Capit.. @YellowLabLife
20K Followers 950 Following I am not as smart as I sound, so please don't listen to me
Respeculator @respeculator
17K Followers 1K Following Resource Speculator. “You've got to risk it for the biscuit" Everything said is OPINION not fact, DYODD.
Emil Baggie.tinkaren @Edark94
11K Followers 807 Following Swede with an interest in commodities & shipping | MsC Advanced Computing KCL | 🪳 #Tin cockroach 🪳| Armchair geologist
InfantTurdPowder @zhanginu
5K Followers 1K Following Used to pay 15x rev in SaaS.. Now ready to pay 2-3x EBITDA in Energy. Gender fluid male in RL, female in TWTR (s/he)
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
contrarian 8888 @contrarian8888
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The Coal Trader @dyer440
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Rory Johnston @Rory_Johnston
36K Followers 1K Following oil market researcher | founder of https://t.co/8wKzFUwRqf | former bank economist | markets, code, barbecue | subscribe to my newsletter:
Emanuel Ajay Datt @eadatt
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O B @OriginalBraila
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max gagliardi @max_gagliardi
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EM hunter @EMdiggers
450 Followers 2K Following Third world citizen. Investing from London in Emerging Markets@timber001 @NatalieBiggs_C6 It’s not a narrative, it’s how marginal ton economics work. When the marginal cost is in the low $100’s, and no tons are available what do you pay to get supply? 300? 400? 500? So will again suggest that prices falling to $236 isn’t a crash, it’s a correction, as $236>>>>>>$100
@timber001 @NatalieBiggs_C6 Major China coal producing regions expecting ~10% uplift in 2023... 4/x With weak LNG and Japan nuke restarts on the books, it's going to be a challenging 2023/24 according to the data, not the narrative. Fin. x.com/sxcoal/status/…
Chinese top three #coal producing provinces have set higher output goals for 2023, after cranking up production to records last year under China's all-out supply boosting drive. buff.ly/3wJXZ0S
@timber001 @NatalieBiggs_C6 Export loadings from all sources to Asia Pacific countries through Jan...not increasing. Note the December spike, which carried through into Jan contract price action. 1/x
Nothing like selling natural gas for a living to force you to let go of the things you can’t control in life Imagine having your income being decided by seasonal weather patterns
Something about the excitement the day before a site visit to a world class mining asset
@mfwarder @NatalieBiggs_C6 @ElliotDodson Matt & Nat.. 2 of my fav Twitter fwens: Any quality difference between Aus and China 5500? Specifically sulphur? I wonder if there’s an environmental aspect. 🙏
@NatalieBiggs_C6 @ElliotDodson @zhanginu Right right...ze Yancoal $YAN.AX action. Agree that window shuts, but think this helps prop up 5500 prices, which are already getting a boost from some producers washing it up to 6000 kcal.
Trust the Nat #CoalTwitter
@zhanginu NEW is remaining high due to Australian producers struggling to fulfill contracts (particularly shipments for Japanese fiscal year at $375/t) there are producers purchasing what’s left to make up the tonnes.
@max_gagliardi @SGBarbour @NatalieBiggs_C6 @mfwarder @dyer440 is good too
@SGBarbour @NatalieBiggs_C6 👇 youtu.be/6sWKadT1WJk @mfwarder 👇 youtu.be/QCTtNcfBO2s Two of the best of coal Twitter
45 years later and this tune still absolutely slays me…probably why I can never turn off 70’s funk or jazz when I hear it. Also had totally forgotten about the Andy Narell steel drum solo in the middle…🔥 🔥 🔥
In 1976, THE POINTER SISTERS were asked to record "Pinball Number Count" for @sesamestreet, which was a series of educational cartoons teaching kids how to count. It made its debut in 1977 and was a feature on the show for many years.
@NatalieBiggs_C6 @EBIT_duhhh @respeculator @OneMoreif @zhanginu Less certain indeed...South Korea ramping up Russia imports the last few weeks. #CoalTwitter
I’m on the NYC subway for the first time in three years and thought y’all might like to know it’s still dirty af. 🥳 #CoalTwitter
@NatalieBiggs_C6 @LukeGromen @DoombergT @energybants Thanks for coming on! It was a listener favorite! Need to do it again sometime
Top listened to Talk Energy episodes: #1: King Coal w/ @NatalieBiggs_C6 #2: Forest For The Trees: @LukeGromen #3: Bitcoin Debate: @DoombergT #4: Green Chicken: @DoombergT #5: Nuclear Futures: @energybants Coal content taking the #1 spot! Episode links in the replies
Obligatory accordionist playing La Vie En Rose…
Today marks 9 years since I lost my Dad…can’t say these anniversaries get much easier as time go on. He was an O&G attorney - “probably the only one naive enough to be honest” - he’d often quip. I’ve worked in energy long enough to realize it’s true. Yinz woulda liked him…❤️
For more insights into the global coal industry like this from @WoodMac_Mining, sign up for a free subscription of World Coal here: worldcoal.com/magazine/world… #WorldCoal #Coal
New issue of @World_Coal_Mag released with an overview from our Woodmac team on European coal markets and current challenges with the Russian coal ban. issuu.com/palladianpubli…
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