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The Coal Trader

The Coal Trader, Matt Warder, Joe Aldina, Mark
Hundreds of paid subscribers

Extractive Resource Investing... Coal, Metals and Mining; Oil & Gas; Energy and more!

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Issues435Founded5 years agoLast Issue6 days ago
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Latest Issues

Thermal coal market update

Prices on the rise across all geographies

Thermal coal prices around the world are up on the week, driven by summer weather, tensions in the Middle East, and supply concerns in Indonesia, Colombia and, to a lesser degree, China. All of the...

6 days ago
11
4
Paid

We Built the U.S. Coal Production Database We Always Wanted

Every quarter for the past few years, one of the most annoying parts of my work has been gathering U.S. production data.

Production and productivity information exists on MSHA’s Data Retrieval System, but turning hundreds of mine-level rec...

8 days ago
14
3

Indian Power Demand Continues to Run at New Peaks

Summer heat boost coal demand

We at TCT have been talking about warm weather potentially driving strong power demand in India this summer, and we’re starting to see some of that. This article reports out on the latest data from India and t...

14 days ago
14
1
Paid

Thermal coal poised for further gains as we enter summer cooling season

It was about time for a thermal coal update, and a few questions around thermal coal surfaced in today’s chat, so I’m writing up current market conditions and the outlook for this summer.

It was about time for a thermal coal update, and a...

19 days ago
15
3
Paid

Anglo Exits Australian Steelmaking Coal for up to $3.9B

UK-based Dhilmar Limited takes the restart reins, as M&A eyes now shift to "The Big Fella."

Anglo American has agreed to sell its entire Australian steelmaking coal portfolio to UK-based Dhilmar Limited for up to USD 3.875 billion, complet...

22 days ago
22
4
Paid

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Authors

The writers behind this newsletter.

  • The Coal Trader

    Mining & Minerals Analyst & Trader.

  • Matt Warder

    Coal, REEs, and Critical Materials...

  • Joe Aldina

    Energy, mining and infrastructure.

  • Mark
  • Social

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