Dalian coking coal futures scaled an eight-month peak on Thursday as a large-scale coal mine collapse in northern China’s Inner Mongolia region prompted safety checks, fanning fears of supply tightness. #METCOAL #COKING #COAL #CHINA

#MetCoal ...

Also bullish #metcoal #coaltwitter

The US #metcoal miners have had a decent 12mth performance. But when you look into it - the SP mvmt doesn't even reflect the cash stacked... and most are in a better place ex NOLs depleting (ARCH worked through teething issues at new mine, HCC into new mine etc). YUGE FCF yields

$HCC on Barron’s. $ARCH $AMR $BTU #coal #coal twitter #met coal #met

The carbon offset of training one deep learning AI transformer model, equals the annual CO₂ absorption from 11,000 trees! #greenAIcloud

$SMR has the best inventory position to manage sales disruption;
$CRN was already struggling for volume prior to this event
$BCB- While strongly net cash post raise, BCB as a small producer is vulnerable from a cashflow timing/ impact perspective #METCOAL

#mining #mintwit market structure from 27.01.23, #Diamonds holding red lantern again, #Manganese cooling off, #Potash looks like a potential entry point (no RSI-overbought whatsoever, hated sector for now?), same for #Coal (thermal), #Tin 🥳

Amazing how many commodities share a similar capex profile #uranium #metcoal

#Investigation : Emissions control
➡️ #China , #India responsible for a lot of world’s #greenhouse gases
➡️ #Emissions monitoring of coal-fired plants ‘unreliable’ in China, India
➡️ Funders can help wean Asia Pacific away from reliance on #coal
Read more: bit.ly/3MC05Ye

The yellow #81 HWM300 is onsite and operational to join it's older red cousin the #71 at Bens Creek with full production target by mid-summer. #BEN #benscreek #metcoal

Stanmore picks up a Buy from Ord Minnett with a PT of AUD4.40 (+37% from yesterday's close). Strong day today (+6%), but low volume.

$SMR $SMR.ax $STMRF #metcoal

Colonial Coal $CAD #TSX -V

Are we almost done the pull back? 61.8% Fib retracement on last move up is $1.42 ....

Teck this, Teck that....

Anglo this, Anglo that....

It is time for something to happen here....

I own a bunch, do U??

#Metcoal #stocks #trading #mining #Canada

Curious PA on $BCB $BCB.AX (not held). Half-yearly due by Wednesday. No production figures provided in quarterly. Debt starting to amortise. But that big green bar last week was Regal buying 23M shares, now at 14.2%. Insiders selling past months. Something smells? 🧐 #CoalTwitter

Ironic, given the greenpeace fury over uk plan to open a new metcoal mine.

#CoalTwitter MetCoal today 🔥🔥🔥

$AMR $ARCH $METC $HCC

When does this end? $ARCH $AMR $BTU $HCC $METC #coal #coal twitter #metcoal

China's demand for Australian coking coal for steelmaking remains lackluster even after Beijing removed import restrictions, as supplies from local mines, Mongolia and Russia are cheaper, traders say. #METCOAL #COAL #CHINA #AUSTRALIA

One of the worst supply side commodity set ups is Met Coal.. for a few obvious reasons - ESG, low prices around 2016-2019 meaning no capital, and policy making like the QLD royalty change. Here is Anglo American (~20mt/300mt market) guidance vs actual pdn. They have capitulated..

#cokingcoal #metcoal HELLO coking coal!! #smr $smr can Stanmore bounce off and reach ATHs?? 👀

This is but 4 key miners in the #metcoal space.. I could name a few more that have gone backward wrt production. Starving capital and high grading in the downturn leads to a set up where it’s difficult for supply to respond..

Metcoal $50-125? $100-350 was old historical range when cost curve was much lower. We hit 650 at recent high and 190 was recent low.

$BCB.AX trading like there's another capital raise coming. Over a 6m period, by far the laggard of the ASX #metcoal crew, not counting poor old $AHQ of course (RIP). It's even below $CKA! Have included big producers $CRN, $SMR and $YAL for context given met strength. #CoalTwitter

#mining #mintwit market structure from 03.02.23, added near/low ATH info (timeframe 2014-now), #Manganese leading the pack, something brewing for #Graphite - volumeAnomaly/RSI rather high, #MetCoal and #Iron synched, #Diamonds where art thou? #Cobalt RSI🤔

How people use energy has changed over time.

• 1800's, Coal ruled the day, leading to Vanderbilt's empire

• 1900's, Oil was king, leading to Rockefeller's empire

• 2000's... people are now working with the environment instead of against it.

Enter Carbon Credits.

What are the odds that these activists also protested nuclear power plants?

Close nuclear, get coal.

Rely on only renewables, as these activists argue, and you still end up with coal.

It’s a simple choice.

news.sky.com/story/proteste… news.sky.com/story/proteste…

$ARCH impressive cost improvement
Received $209.84 per ton met in Q1
EPS of $10.02
Div of $2.45 - with a div payout formula of 50%, this implies catchup divs in Q3/Q4 as cash flows in #metcoal