Energy & Environment - India cannot simply eliminate coal from its energy mix [1] - The focus is on making coal usage cleaner [1]

Another Oils-Energy stock, which has outperformed the sector so far this year, is Williams Companies, Inc. (The) (WMB) . The stock has returned 7.6% year-to-date. For Williams Companies, Inc. (The), the consensus EPS estimate for the current year has increased 1.1% over the past three months. The stock currently has a Zacks Rank #2 (Buy). Breaking things down more, Alliance Resource Partners, L.P. is a member of the Coal industry, which includes 8 individual companies and currently sits at #232 in the Zacks ...

China’s coal imports fell to their lowest in more than two years on weak demand and higher domestic production https://t.co/AcT24w1msb ...

Core Insights - The article does not provide specific insights or analysis regarding any companies or industries, focusing instead on disclosures and disclaimers related to investment positions and advice [1][2]. Group 1 - There is no stock, option, or similar derivative position held by the analyst in any of the mentioned companies, nor are there plans to initiate such positions in the near future [1]. - The article expresses personal opinions of the author and does not reflect the views of Seeking Alpha as a whole [2]. - Seeking Alpha clarifies that past performance is not indicative of future results and does not provide specific investment recommendations [2].

Russia’s coal industry has slipped into crisis under the weight of high borrowing costs and sanctions https://t.co/S4GY2arqOR ...

Investment Rating - The industry view for Greater China Materials is rated as Attractive [3] Core Insights - Copper, aluminum, and gold are expected to remain at elevated levels, while supply cuts in steel and cement are anticipated in the second half of the year [1] - Morgan Stanley's commodity forecasts indicate a divergence from consensus, with higher price expectations for aluminum and copper compared to market consensus [7][8] Summary by Relevant Sections Commodity Price Forecasts - Aluminum price forecast for 2H2025 is $2,700 per ton, which is 10% higher than consensus [7] - Copper price forecast for 2H2025 is $9,825 per ton, 5% above consensus [7] - Gold price forecast for 2H2025 is $3,650 per ounce, 13% higher than consensus [7] Steel and Cement Demand - Steel demand drivers include residential property (14%), infrastructure (17%), and machinery (30%) [13] - Anticipated supply cuts in steel and cement are expected to impact market dynamics in the second half of the year [1] Consumption Indices - The China Steel Consumption Index shows a year-on-year change indicating fluctuations in demand across various sectors [14] - The China Copper Consumption Index reflects significant contributions from power (47%) and white goods (15%) sectors [17][19] - The China Aluminum Consumption Index indicates property and passenger vehicle sectors as major demand drivers [23] Infrastructure Spending - Infrastructure spending has increased, with a year-on-year growth of 10.4% in May 2025 [30] - Monthly total issuance of local government special bonds shows a trend towards increased funding for infrastructure projects [37] Key Companies Under Coverage - Companies covered include Baosteel, Jiangxi Copper, Zijin, and China Hongqiao among others in the materials sector [5]

India's milder summer is good news for millions after the scorching temperatures of recent years, but it's adding to Coal India's troubles, writes @rajeshsing13 https://t.co/EuV8RK5HiF ...

India is urging its coal producers to improve fuel quality amid ongoing complaints from the power sector, which sometimes receives shipments that don’t meet agreed specifications https://t.co/8bCeD4e7yB ...

Investment Rating - The industry investment rating is cautious [7]. Core Insights - Thermal coal prices remained unchanged with QHD 5500 at Rmb660/t, CCI 5500 at Rmb615/t, and BSPI at Rmb663/t as of June 27 [7][10]. - Coking coal prices saw a slight increase, with Liulin No. 4 mine-mouth price up 0.9% WoW to Rmb565/t [2][10]. - Inventory destocking continued, with QHD inventory decreasing 2.2% WoW to 5.65 million tons [2][7]. - Elevated rainfall in June, exceeding 1,000mm, may support hydro power generation recovery, potentially reducing thermal coal demand [3][7]. Summary by Sections Price Trends - QHD 5500 kcal/kg thermal coal price remained flat at Rmb660/t, while CCI 5500 kcal/kg was at Rmb619, showing a 0.7% increase WoW [7]. - Seaborne prices for NEWC thermal coal were flat at US$107/t, down 16.4% YTD [7]. - Coking coal prices remained stable for FOR at Rmb1,130/t and QLD at US$179/t [2][7]. Inventory Levels - QHD inventory decreased by 2.2% WoW to 5.65 million tons, marking a 14% decrease YTD [2][7]. - Bohai Rim ports inventory also saw a decline of 2.1% WoW to 28.2 million tons [2]. Weather Impact - China's average precipitation in June reached over 1,000mm, which could positively impact hydro power generation and negatively affect thermal coal demand [3][7]. Company Ratings - China Shenhua Energy has an Overweight rating, while Yankuang Energy Group Co Ltd has an Underweight rating [58].

Group 1 - Adecoagro S.A. (AGRO) is an agro-industrial company with a current year earnings estimate revised downward by 12.5% over the last 60 days [1] - Barings BDC, Inc. (BBDC) is an investment company with a current year earnings estimate revised downward by 4.6% over the last 60 days [1] - Core Natural Resources, Inc. (CNR) is a metallurgical and thermal coal company with a current year earnings estimate revised downward by 44.4% over the last 60 days [2]