Extractive Resource Investing... Coal, Metals and Mining; Oil & Gas; Energy and more!
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 445 | Founded | 5 years ago | Last Issue | 4 days ago |
| Active | |||||
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thecoaltrader.substack.comLatest Issues
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!
Asia's thermal coal imports elevated on Japan, SK, China buying
India remains the one major market where imports are lagging
Thermal coal prices have dipped alongside global gas prices over the last couple of weeks, but thermal coal market fundamentals are still showing positive signs.
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| Subscribers | Engagement | 78 | Monthly Web Visits | ||
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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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