CONSOL Energy Inc. (NYSE:CEIX) Q2 2022 Earnings Conference Call August 4, 2022 11:00 AM ET Company Participants Nathan Tucker - Director of Finance and Investor Relations Jimmy Brock - Chief Executive Officer Mitesh Thakkar - Chief Financial Officer Daniel Connell - Senior Vice President, Strategy Bob Braithwaite - Senior Vice President of Marketing and Sales Conference Call Participants Lucas Pipes - B. Riley Securities Michael Dudas - Vertical Research Nathan Martin - the Benchmark Company Operator Good d ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________________ __________________________________________________ FORM 10-Q __________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Co ...

CONSOL Energy Inc. (NYSE:CEIX) Q1 2022 Earnings Conference Call May 3, 2022 11:00 AM ET Company Participants Nathan Tucker - Director of Finance and Investor Relations Jimmy Brock - Chief Executive Officer Mitesh Thakkar - Chief Financial Officer Bob Braithwaite - Senior Vice President of Marketing and Sales Daniel Connell - Senior Vice President, Strategy Conference Call Participants Lucas Pipes - B. Riley Securities Nathan Martin - Benchmark Disclaimer*: This transcript is designed to be used alongside th ...

CONSOL ENERGY. | --- | --- | --- | --- | --- | |-------|-------|-------|---------------------|-------------| | | | | | | | | | | | | | | | | 1st Quarter 2022 | | | | | | Earnings Supplement | | | | | | | May 3, 2022 | Disclaimer This presentation contains statements, estimates and projections which are forward-looking statements (as defined in Section 21E of the Securities Exchange Act of 1934, as amended). Statements that are not historical are forward-looking, and include, without limitation, projections ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________________ __________________________________________________ FORM 10-Q __________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to C ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38147 CONSOL Energy Inc. (Exact name of registrant as specified in its charter) Delaware 82-1954058 (State or other jurisdiction of ...

CONSOL Energy Inc. (NYSE:CEIX) Q4 2021 Earnings Conference Call February 8, 2022 11:00 AM ET Company Participants Nathan Tucker - Director of Finance and IR Jimmy Brock - President & CEO Mitesh Thakkar - CFO Daniel Connell - Senior Vice President of Strategy Robert Braithwaite - VP of Marketing & Sales Conference Call Participants Lucas Pipes - B. Riley FBR Nathan Martin - The Benchmark Company Matt Warder - Wolfe Research Operator Good day and welcome to the CONSOL Energy's Fourth Quarter and Full Fiscal ...

CONSOL ENERGY. | --- | --- | --- | --- | --- | |-------|-------|--------|---------------------|------------------| | | | | | | | | | | | | | | | rd 3 | Quarter 2021 | | | | | | Earnings Supplement | | | | | | | November 2, 2021 | Disclaimer This presentation contains statements, estimates and projections which are forward-looking statements (as defined in Section 21E of the Securities Exchange Act of 1934, as amended). Statements that are not historical are forward-looking, and include, without limitation, ...

Financial Data and Key Metrics Changes - CONSOL Energy reported a net loss of $113.8 million or $3.30 per diluted share for Q3 2021, compared to a loss of $7.2 million or $0.28 per diluted share in Q3 2020 [36] - Adjusted EBITDA for Q3 2021 was $66.6 million, slightly down from $68.3 million in the same quarter last year [36] - Free cash flow generation was nearly $35 million in Q3 2021, bringing the year-to-date total to $162 million [29][38] - The cash balance increased by approximately $12 million during Q3 2021, totaling $162 million in unrestricted cash and cash equivalents [31] Business Line Data and Key Metrics Changes - Coal production at the Pennsylvania mining complex increased to 5.3 million tons in Q3 2021 from 4.5 million tons in Q3 2020, driven by recovering demand [14] - Average cash cost of coal sold per ton rose to $30.64 in Q3 2021 from $28.64 in Q3 2020 due to operational challenges and increased maintenance costs [15] - The CONSOL Marine terminal throughput volume increased to 2.8 million tons in Q3 2021 from 2 million tons in the prior year [16] Market Data and Key Metrics Changes - Henry Hub natural gas spot prices averaged $4.35 per million BTU in Q3 2021, a 118% increase compared to Q3 2020 [20] - API2 spot prices for seaborne thermal coal ended Q3 2021 at $151 per ton, a 193% improvement versus Q3 2020 [21] - U.S. coal demand in 2021 is expected to increase by 110 million tons, while production is projected to improve by only 59 million tons, leading to tight supply [25] Company Strategy and Development Direction - The company aims to reduce Scope 1 and 2 greenhouse gas emissions by 50% by 2026 and achieve net zero emissions by 2040, emphasizing its commitment to ESG [6][7] - Development of the 5th longwall at the Enlow Fork mine is set to recommence due to improved market conditions and demand [9] - The Itmann mine and preparation plant are progressing as planned, with commissioning targeted for the second half of 2022 [12][40] Management's Comments on Operating Environment and Future Outlook - Management highlighted a significant supply-demand imbalance in the coal market, expecting robust market conditions to continue [24] - The company is optimistic about its ability to generate free cash flow and reduce debt levels, especially with improved coal markets [43] - Management noted ongoing operational challenges but expressed confidence in overcoming geological issues and ramping up production [71] Other Important Information - The company has secured contracts for 20.2 million tons in 2022 and 5.8 million tons in 2023, reflecting strong demand and market positioning [23] - The company is focused on balancing domestic and export markets, with approximately 50% of total sales volume shipped to the export market year-to-date [46] Q&A Session Summary Question: Can you elaborate on the capital costs for the 5th longwall project? - Management indicated that the upfront investment would be in the single-digits of millions, primarily for rebuilding existing equipment [54][56] Question: What pricing for 2022-2023 have you locked in under fixed-price contracts? - The average price for the 20.2 million tons contracted for 2022 is expected to be in the low $50s, with approximately 6 million tons sold for export [60][63] Question: Can you elaborate on the logistics issues faced during the quarter? - Management acknowledged rail issues but noted improvements are expected, with hiring efforts underway to meet increased demand [66] Question: How do you see costs trending in 2022? - Management anticipates small inflationary pressures and aims to keep inflation below 5% while addressing labor market challenges [71] Question: What is the expected production from the Itmann mine in 2022? - The Itmann project is expected to ramp up to an annual run rate of approximately 900,000 tons in the latter part of 2022 [76] Question: How will you utilize free cash flow moving forward? - The company aims to reduce outstanding debt and considers various initiatives for capital allocation, including the Itmann project [101]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________________ FORM 10-Q __________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38147 ______________ ...