HeyJaredThe Coal Trader
Extractive Resource Investing... Coal, Metals and Mining; Oil & Gas; Energy and more!
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest issues
Our Crude Steel Tracker got a tune-up (opens the original)
Read excerpt
The TL;DRData runs through August 2026 for the big producers and most of Europe.Germany and Italy data is sharper: exact monthly figures instead of rounded ones.More error-checking, so bad numbers get caught before they reach you.Early groundwork for monthly pig iron, which met coal people will care about.Anyone who has built a dataset from public sources knows the dirty secret: the data is out there, but it’s scattered, inconsistent, and occasionally just wrong. This week I spent some quality t
Thermal Coal Commentary 26 September (opens the original)
Read excerpt
I’ve been overdue for a thermal coal market update as I was traveling for Gastech in Bangkok. I’ll say that coal is not always a part of the conversation at these big events, but it definitely was this time around. I’ll spend a few words talking about the long-term view on coal versus gas before talking about short-term moves in the thermal coal market.… Read more
Coking Coal Rally Accelerates as China, USEC HVA Pull Seaborne Market Higher (opens the original)
Read excerpt
GM Coal Traders!The coking coal rally accelerated into the end of the week, with China continuing to drag the broader seaborne market higher. Argus-assessed Australian PLV jumped $3.70/t to $280/t fob Australia, while tier-two HCC surged $8.90/t to $246.50/t. Screen activity was unusually brisk, with an 85,000t October Peak Downs/Saraji bid moving from $278/t to $280/t and ultimately $285/t fob, suggesting buyers remain willing to chase October tonnes despite growing concern over how far and how
U.S. Coal Production — Q2 2026 (opens the original)
Read excerpt
Hey Coal Traders, the Q2 2026 edition of our US Quarterly Coal Production report is live, along with a fully refreshed data tool. A few excerpts.On the headline number:Total U.S. coal production reached an estimated 124.7 million short tons in Q2 2026, a sequential decline of 5.3% from Q1 2026 and down 1.7% against Q2 2025. Second quarter production typically declines as mild shoulder-season weather reduces power demand, generating units come off-line for planned maintenance, and utilities draw
Thungela (TGA) puts in nice 1H26 result but there’s a lot of accounting to unpack (opens the original)
Read excerpt
Matt and I often get questions about Thungela (TGA.JO), and we’ll be getting more coverage out on the stock, which just announced improved 1H26 earnings on Monday August 17.Matt and I remain somewhat skeptical of TGA as a buy-and-hold stock (not many coal names truly fit in this category anyway). TGA remains exposed to Transnet rail reliability, geology that can cause operational problems at Ensham and Zibulo, a volatile rand, and realized-price discounts to the Richards Bay benchmark. TGA can n
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.