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International Coal Prices

Clear Street Initiates Buy Rating on REalloys as Rare Earth Crunch Intensifies April 28, 2026
Wall Street is starting to price who can actually deliver rare earth supply inside the United States, not just extract it from the ground, initiating coverage on REalloys as it moves to expand the first commercial-scale rare earths metallization facility in North America. Most rare earth material still runs through China before it reaches the […]
U.S. LNG Faces Limits Replacing Lost Qatari Supply April 27, 2026
Record-high U.S. LNG exports have managed to mitigate so far the shock supply loss from Qatar, but American exporters are unlikely to continue running facilities at full capacity for all of this year as maintenance and hurricane season are likely to curtail some supply in the coming months. Qatar’s LNG is offline, and so are […]
Warnings on Permanent Oil Demand Destruction Begin Pouring In April 27, 2026
Warnings are multiplying that the oil supply shock caused by the war in the Middle East is going to cause permanent changes in demand patterns. The longer the war continues, the higher the chances are of those changes materializing as lost barrels pile up. There is up to 1 billion barrels of oil in lost […]