Here's Why a Pop for Big Thermal Coal Producers Is Due

By Trefis: Alpha Natural Resources (ANR), one of America’s largest coal producers, is set to release its Q3 earnings on Friday, November 2. In the second quarter, the company’s revenues grew by 11% y-o-y while operating losses widened sharply due to asset and goodwill impairment charges. We expect the Q3 results to be impacted by pricing pressures in the US thermal coal market and weaker global demand for met coal.

Daily Intelligencer's Kevin Roose has uncovered the "Winklevoss twins" of Goldman Sachs — Peter and Paul Scialla.

BySmart Equity : The earnings release by Peabody Energy (BTU) today helped me reinforce my long-term bullish thesis on the coal players with a relatively high thermal coal exposure. It also helped me to decide about avoiding stocks with high metallurgical coal exposure. I recommend a long position in BTU and its peer, CONSOL Energy (CNX).

Universal Coal is a relatively recent addition to South Africa#8217;s mid-tier coal sector. The company has three thermal coal projects and three coking coal projects. Of these, the Kangala thermal coal project is the most advanced and is expected to be in production by the end of next year, supplying a 5,400kcal/kg thermal product to the domestic industrial market. Universal Coal is also advancing its two other export thermal coal projects, Roodekop and Brakfontein, with feasibility studies underway at both.

Alex B. Gray submits:This article may seem contrary to an article I published recently titled Despite Japanese Trauma, Uranium Is Not Dead. I assure you it is complementary and not contrary.

Saving money evidently is harder than making it, at least when you're Goldman Sachs Group Inc. The famously successful investment bank -- er, bank holding company -- chose to relocate a Technology and Internet Conference from Mandalay Bay Las Vegas to a San Francisco Marriott in a move to burnish its image as a thrifty recipient of heaps of TARP money.

Investment U submits: By Tony D'AltorioOil has stolen the headlines recently thanks to Brent crude trading above $100 a barrel. But it’s still well below its record high. Not so much with thermal coal – yet energy investors too often favor oil and natural gas over this resource.