Extractive Resource Investing... Coal, Metals and Mining; Oil & Gas; Energy and more!
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 455 | Founded | 5 years ago | Last Issue | 10 days ago |
| Active | |||||
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thecoaltrader.substack.comLatest Issues
Bangladesh is another data point on how coal is filling in for gas this year
Amidst high gas prices and concerns over security of LNG supply, coal demand rises
At TCT, we’ve talked a fair amount about generating fuel affordability in emerging markets, because this is and always will be a key reason that coal stays...
Our Crude Steel Tracker got a tune-up
The TL;DR
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Data runs through August 2026 for the big producers and most of Europe.
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Germany and Italy data is sharper: exact monthly figures instead of rounded ones.
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More error-checking, so bad numbers get caught before they re...
Thermal Coal Commentary 26 September
I’ve been overdue for a thermal coal market update as I was traveling for Gastech in Bangkok.
I’ve been overdue for a thermal coal market update as I was traveling for Gastech in Bangkok. I’ll say that coal is not always a part of the conv...
Coking Coal Rally Accelerates as China, USEC HVA Pull Seaborne Market Higher
GM Coal Traders!
The coking coal rally accelerated into the end of the week, with China continuing to drag the broader seaborne market higher. Argus-assessed Australian PLV jumped $3.70/t to $280/t fob Australia, while tier-two HCC surged...
U.S. Coal Production — Q2 2026
Hey Coal Traders, the Q2 2026 edition of our US Quarterly Coal Production report is live, along with a fully refreshed data tool. A few excerpts.
On the headline number:
Total U.S. coal production reached an estimated 124.7 million shor...
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Mining & Minerals Analyst & Trader.
Coal, REEs, and Critical Materials...
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