Extractive Resource Investing... Coal, Metals and Mining; Oil & Gas; Energy and more!
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 451 | Founded | 5 years ago | Last Issue | 7 days ago |
| Active | |||||
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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...
Thungela (TGA) puts in nice 1H26 result but there’s a lot of accounting to unpack
Matt and I often get questions about Thungela (TGA.JO), and we’ll be getting more coverage out on the stock, which just announced improved 1H26 earnings on Monday August 17.
Matt and I remain somewhat skeptical of TGA as a buy-and-hold sto...
Thermal Coal Update 10 August '26
Europe Europe’s intense summer heat waves are undermining nuclear and hydro plants, increasing reliance on imported fossil fuels, variable renewables and cross-border power flows.
Europe Europe’s intense summer heat waves are undermining n...
2Q26 US Production Is Updating — And Here's a New Way to Look at It
Hey Coal Traders!
We’ve begun populating second-quarter 2026 production in the US Quarterly Production Data Tool. The data is live now, but it is not complete, and we want to be explicit about that before anyone builds a thesis on it.
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China Puts a Floor Under Coking Coal
GM Coal Traders!
Coking coal prices finished the week on firmer footing, with Australian premium low-vol hard coking coal rising $1.70/t to $216.35/t FOB and second-tier material gaining $3.05/t to $184.85/t. A major producer sold 80,000t...
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Coal, REEs, and Critical Materials...
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