Extractive Resource Investing... Coal, Metals and Mining; Oil & Gas; Energy and more!
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 458 | Founded | 5 years ago | Last Issue | 3 days ago |
| Active | |||||
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thecoaltrader.substack.comLatest Issues
ARLP Reports Strong Q3, Shares Remain Excellent Long-Term Hold
ARLP Q3 2026 earnings were out on Monday and the company reported excellent results and reiterated a strong trajectory.
ARLP Q3 2026 earnings were out on Monday and the company reported excellent results and reiterated a strong trajectory....
The Coal Trader’s Met Coal Short-Term Outlook: Why the Curve Is Too Bearish on Q1
Today we’re launching The Coal Trader’s Met Coal Short-Term Outlook, a full supply, demand and price forecast for seaborne met coal, built from the ground up on physical data.
Its first call: the SGX curve is too quick to write off the win...
New in the Thermal Coal Intelligence Tool: China, India and Vietnam
Sooooo… we’ve been busy.
The Thermal Coal Intelligence Tool we have for Premium website subscribers over at TheCoalTrader.com has a TON of new data on three countries which dictate a large portion of seaborne thermal market dynamics.
He...
Bangladesh is another data point on how coal is filling in for gas this year
Amidst high gas prices and concerns over security of LNG supply, coal demand rises
At TCT, we’ve talked a fair amount about generating fuel affordability in emerging markets, because this is and always will be a key reason that coal stays...
Our Crude Steel Tracker got a tune-up
The TL;DR
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Data runs through August 2026 for the big producers and most of Europe.
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Germany and Italy data is sharper: exact monthly figures instead of rounded ones.
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More error-checking, so bad numbers get caught before they re...
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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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