Extractive Resource Investing... Coal, Metals and Mining; Oil & Gas; Energy and more!
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 446 | Founded | 5 years ago | Last Issue | 16 days ago |
| Active | |||||
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Thermal Coal News & Thoughts: 24 July '26
A news roundup with some short commentary
Notable news this week…
Thermal Coal News & Thoughts
The news flow in the thermal coal markets is picking up due to renewed US fighting with Iran and hot Northern Hemisphere weather driven by El Nino.
The news flow in the thermal coal markets is picking up due to renewed US fighting with Ira...
When Fundamentals Matter... And When They Don't
Our Coal Conversation with Trader Ferg
Joe and I recently had the pleasure of joining our friend Trader Ferg for a wide-ranging conversation about coal, LNG, energy security, and commodity investing. Rather than recap the discussion, I wan...
Qatar LNG Disruption Raises Winter Gas Risks — and Gives Coal a Near-Term Tailwind
The global gas market remains under pressure even after the apparent easing of U.S.-Iran tensions. Oil flows through the Strait of Hormuz have started to recover, but LNG shipments from Qatar remain heavily disrupted after renewed Iranian a...
Met Coal: Seasonal Demand Softens, But Global Supply Constraints Remain Intact
Shanxi mine recoveries stall and US export disruption offsets cautious buying in India and China
GM Coal Traders!
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Authors
The writers behind this newsletter.
Mining & Minerals Analyst & Trader.
Coal, REEs, and Critical Materials...
Energy, mining and infrastructure.
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