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  • Credit Suisse says this year's coal market is shaping up a lot like 2012 - "not a good thing" - foreshadowing gloomy 2013 outlooks and further production cuts as a theme through earnings season. Peabody (BTU), which already provided lower guidance, remains its top pick in coal, but it's cautious on Alpha Natural (ANR), citing risks of additional thermal coal production cuts and lower realized met coal prices. [View news story]
    RIO just announced that it is closing 2 of its largest thermal coal mines. They shut down ports today due to storm. Same in indonesia, largest thermal exporter.
    Jan 22 11:52 PM | Likes Like |Link to Comment
  • Credit Suisse says this year's coal market is shaping up a lot like 2012 - "not a good thing" - foreshadowing gloomy 2013 outlooks and further production cuts as a theme through earnings season. Peabody (BTU), which already provided lower guidance, remains its top pick in coal, but it's cautious on Alpha Natural (ANR), citing risks of additional thermal coal production cuts and lower realized met coal prices. [View news story]
    SA is late too. This article was published early morning.
    Jan 22 08:06 PM | Likes Like |Link to Comment
  • Credit Suisse says this year's coal market is shaping up a lot like 2012 - "not a good thing" - foreshadowing gloomy 2013 outlooks and further production cuts as a theme through earnings season. Peabody (BTU), which already provided lower guidance, remains its top pick in coal, but it's cautious on Alpha Natural (ANR), citing risks of additional thermal coal production cuts and lower realized met coal prices. [View news story]
    If you read the article on Barrons, it was like some palmists aka hand readers telling you about your future. No wonder financial industry crashed big time.
    Jan 22 07:58 PM | 2 Likes Like |Link to Comment
  • Credit Suisse says this year's coal market is shaping up a lot like 2012 - "not a good thing" - foreshadowing gloomy 2013 outlooks and further production cuts as a theme through earnings season. Peabody (BTU), which already provided lower guidance, remains its top pick in coal, but it's cautious on Alpha Natural (ANR), citing risks of additional thermal coal production cuts and lower realized met coal prices. [View news story]
    In short, Credit Suisse is short and going underwater. How this year is different:

    1)NG price rose nearly 100%
    2)Colder winter
    3)Iron ore price rose 80%
    4)EIA said coal generated electricity will rise 10% from coal this year.
    5)China recovered significantly after 8 quarters of downturn.
    6)Coal to gasoline plants going live

    I guess CS analysts do not much of research except for receiving fat paychecks.

    I can go on.
    Jan 22 07:38 PM | 4 Likes Like |Link to Comment
  • I Am Bullish On Coal For 2013 [View article]
    Another summary is there will be man made shortage of coal.
    Jan 22 03:12 PM | Likes Like |Link to Comment
  • Fitch warns that the "age bomb" in developed countries, including the U.S., will exacerbate indebtedness and could hurt credit ratings unless governments enact labor and pension reforms. European countries are particularly at risk, although "recent reforms in Portugal, Italy and Greece have effectively neutralized the long-term impact of aging on public finances." (Fitch report[View news story]
    In other words, typical democrats (like few who cries for contraceptives and defined it as a stronghold womens right )
    Jan 21 02:51 PM | Likes Like |Link to Comment
  • Coal Future With Coal-to-Liquid (CTL) Fuels Initiatives  [View instapost]
    True. UK killed its coal industry and now burning more coal than ever. Its is also trying underground gassification.
    Jan 21 03:10 AM | Likes Like |Link to Comment
  • Algerian troops have stormed the gas plant in the Sahara desert that had been taken over by Islamist terrorists, killing all the militants. However, while 792 hostages survived, 23 were killed during the four-day siege. The terrorists' capturing of the facility, which is operated by Statoil (STO), BP and Algeria's state oil company, highlights the vulnerability of the operations of multinational energy firms in the Sahara. [View news story]
    More like 9/11. Are you kidding me. 700 could have been dead. More like 4-5k dead american citizens for dealing with terrorists with leniency on 9/11.
    Jan 20 01:32 PM | Likes Like |Link to Comment
  • Algerian troops have stormed the gas plant in the Sahara desert that had been taken over by Islamist terrorists, killing all the militants. However, while 792 hostages survived, 23 were killed during the four-day siege. The terrorists' capturing of the facility, which is operated by Statoil (STO), BP and Algeria's state oil company, highlights the vulnerability of the operations of multinational energy firms in the Sahara. [View news story]
    Good job Algeria. Zero tolerance for terrorism.
    Jan 20 01:02 PM | 5 Likes Like |Link to Comment
  • Coal Future With Coal-to-Liquid (CTL) Fuels Initiatives  [View instapost]
    Its grade can vary but most importantly it can use low grade thermal coal. This gives coal producers the benefit.
    Jan 20 11:43 AM | Likes Like |Link to Comment
  • Sterne Agee predicts a cyclical pricing recovery for coal, driven by favorable inventory trends. It sees coal markets continuing to bottom in H1, while "producer discipline, economic/industrial activity improvement and fiscal efforts globally should support cyclical recoveries" in power-plant and steel-making coal in H2 and 2014. ACI +7.6%, ANR +2.4%, BTU +2.4%, JRCC +10.4%[View news story]
    Check this out: http://seekingalpha.co...
    Jan 20 01:59 AM | 2 Likes Like |Link to Comment
  • It's not easy imitating Apple and Samsung: the WSJ reports Motorola Mobility (GOOG) is working on a high-end phone - codenamed the X Phone - but has had trouble incorporating features such as high-end imaging capabilities and a bendable display. The project is run by a former Google product manager; sources (possibly frustrated Motorola workers) say Google has filled Motorola with several dozen execs and product managers with no hardware experience. Motorola also reportedly has an "X Tablet" planned. (previous[View news story]
    Yes I know South Koreas 18% GDP is samsung. But look out where the profit comes from. Its consumers. More like coal companies with 2B revenue and 80M market cap.

    Samsung does pretty well with copy paste and stealing stuff. First by screwing Sony and now copying Apple. But this strategy may not last long.
    Jan 19 01:49 PM | Likes Like |Link to Comment
  • It's not easy imitating Apple and Samsung: the WSJ reports Motorola Mobility (GOOG) is working on a high-end phone - codenamed the X Phone - but has had trouble incorporating features such as high-end imaging capabilities and a bendable display. The project is run by a former Google product manager; sources (possibly frustrated Motorola workers) say Google has filled Motorola with several dozen execs and product managers with no hardware experience. Motorola also reportedly has an "X Tablet" planned. (previous[View news story]
    Its samsung's attitude that will kill it. Copy paste.
    Jan 18 05:01 PM | Likes Like |Link to Comment
  • Sterne Agee predicts a cyclical pricing recovery for coal, driven by favorable inventory trends. It sees coal markets continuing to bottom in H1, while "producer discipline, economic/industrial activity improvement and fiscal efforts globally should support cyclical recoveries" in power-plant and steel-making coal in H2 and 2014. ACI +7.6%, ANR +2.4%, BTU +2.4%, JRCC +10.4%[View news story]
    Poor mark. He is not an evil soul like Wall street crooks but Obama was to blame for his misfortune. Hope he recovers some of his lost money in PCX.
    Jan 18 04:07 PM | 2 Likes Like |Link to Comment
  • Chinese Q4 GDP rises 7.9% Y/Y vs. 7.8% consensus, 7.4% prior. December industrial production +10.3% Y/Y vs. 10.2% consensus. December retail sales +15.2% Y/Y vs. 15.1% consensus. Chart of GDP vs. industrial production over the past 2 years. [View news story]
    Paulo, we know that you were short of iron ore at $87. Since then it has jumped 80%. No need to feel upset. Calm down.
    Jan 17 11:33 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
146 Comments
179 Likes