The Coal Trader
The Coal Trader, Matt WarderExtractive Resource Investing... Coal, Metals and Mining; Oil & Gas; Energy and more!
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 412 | Subscribers | Read | thecoaltrader.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Met Coal Slips Again as Weather Clears and Mills Step Back
Good Afternoon Coal Traders!
Quick Take: thermal coal prices rising
API2 (NW Europe) thermal coal futures contracts for March delivery are up about $5/metric tonne (mt) over the last 5 trading sessions as the market worries over supply cuts in Indonesia and disruption of Russian coal shipments via the Black...
MLP rotation pushing up ARLP and NRP units
Investors are continuing the trend of rotating out of chip stocks and tech giants, and moving money into cash flowing companies. Despite the coal industry’s stance on returning a significant portion of capital to shareholders, coal share pr...
Reuters reports on recent China, India coal projections
Reuters came out yesterday with an article sharing some projections from the China Coal Transportation and Distribution Association (CCTD), an association of coal producers/traders in China. They also reported earlier in the week on project...
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Authors
The writers behind this newsletter.
Mining & Minerals Analyst & Trader.
Coal, REEs, and Critical Materials...
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