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Energy Edit Profile picture
Energy Edit
@energy_edit
May 23, 2022 • 12 tweets • 3 min read
"International Energy Agency warns against investing in oil & gas production" #EFT #OOTT @TwainsMustache @EnergyCynic

seekingalpha.com/news/3841822-i… In a curious statement at the World Economic Forum in Davos, the head of the International Energy Agency said, "my worry is that some people may use Russia's invasion of Ukraine as an excuse for a large scale, new wave of fossil fuel investments." Noting that,
Apr 27, 2022 • 5 tweets • 2 min read
$ARLP capitalizing. Follows $ARCH rip, and sets up well for $AMR $BTU and $CEIX. #coal #CoalTwitter @mfwarder @Edark94 @TwainsMustache

seekingalpha.com/news/3827316-a… At year-end, Alliance (ARLP) had committed and priced 32.1mt for 2022. As of Tuesday's release, the company had committed and priced 34.2mt. However the additional 2.1mt led to a full $11.3 / 24% increase in the average revenue per ton for all of 2022 committed volumes.
Apr 26, 2022 • 13 tweets • 3 min read
"Arch makes the case for higher multiple in the coal sector during Q1 call"
$ARCH $BTU $CEIX $ARLP $WHC @Edark94 @mfwarder @dyer440

seekingalpha.com/news/3826875-a… Arch (ARCH) posted strong Q1 results, despite significant rail challenges. Though the company expects improved transport to drive accelerating profitability as 2022 progresses, management also highlighted several factors that could improve the company's (and sector) multiple.