Group 1 - Ramaco Resources announced a stock buyback program worth up to $100 million for its Class A common stock over the next two years, leading to an 8.16% increase in its share price [2][6] - The company's CEO, Randall Atkins, indicated that the financial situation is strong enough to support this initiative, following a capital raise of over $600 million expected in the second half of 2025 [4][5] - The share repurchase program reflects confidence in the company's operational performance and financial strength [5] Group 2 - Ramaco specializes in metallurgical coal, which is closely tied to the steel industry; robust demand for steel is expected to benefit the company [7] - Although the steel market is currently experiencing an upswing, it may not be sufficient alone to justify investment in Ramaco [8] - The company is also involved in the development of rare-earth elements, owning a rare-earth mine in Wyoming, which presents high potential for investment [8]

智通财经APP获悉，国泰海通发布研报称，煤炭价格走势的核心驱动逻辑是供需格局。该行认为当前煤 价快速回落的空间已不大，本轮底部预计在680-700元/吨。另外，6月136号文实施后起光伏装机出现断 崖式下跌，预示2026年一季度新能源替代压力将下降。该行认为煤炭板块周期底部已经确认在25Q2， 供需格局已经显现了逆转拐点，且该行预计26H2开始煤炭及下游主要需求火电将步入新一轮的上行大 周期，值得期待。 国泰海通主要观点如下： 煤价有底，需求是核心。煤炭价格走势的核心驱动逻辑是供需格局。该行认为当前煤价快速回落的空间 已不大，本轮底部预计在680-700元/吨。从当前旺季供需看，需求处于近五年中值区间，港口库存近期 已经有下降的趋势，但后续仍要关注天气，但下行空间不大(历史同期也是暖冬)；11月煤价回升至800 元/吨以上，进口量仅环比微增5.9%至4400万吨，国内供给11月恢复到4.3亿吨，但同比依然有降。2025 年1-5月抢装达到200GW光伏装机对于今冬是最后一波压力冲击，而6月136号文实施后起光伏装机断崖 式下跌，预示2026年一季度新能源替代压力将下降。该行认为煤炭板块周期底部已经确认在25Q ...

India excels at solar power. But in coal towns like Dhanbad, life still revolves around the dirtiest fuel as informal markets, political ties and generations of dependence keep coal entrenched. https://t.co/4pNCvkhU0z ...

ab 16 December 2025 Global Research Mining Strategy China Demand: Signals slow in Nov-25 China's commodity demand indicators weaken in Nov-25 November's commodity demand metrics deteriorated further. Retail sales significantly underperformed expectations, marking the weakest result in three years, while the downturn in the property sector worsened. Sustained weakness from here may present downside risks to demand expectations and prices, especially given economic decision makers in China may delay policy un ...

A journey through Jharkhand reveals why coal remains embedded in India's economy, politics and daily life — and what it would take to break free. Read more: https://t.co/knjbnVg77o📷️: Clara Ferreira Marques/Bloomberg https://t.co/kKeISAiIoK ...

India excels at solar power. But in coal towns like Dhanbad, life still revolves around the dirtiest fuel as informal markets, political ties and generations of dependence keep coal entrenched. https://t.co/hBEQITBhWO ...

Core Insights - Five stocks have been added to the Zacks Rank 1 (Strong Buy) List, indicating strong potential for investment returns Group 1: Stocks with Increased Earnings Estimates - Phillips 66 (PSX): The Zacks Consensus Estimate for its current year earnings has increased by 15.7% over the last 60 days [1] - MongoDB, Inc. (MDB): The Zacks Consensus Estimate for its current year earnings has increased by 27% over the last 60 days [1] - Hallador Energy Company (HNRG): The Zacks Consensus Estimate for its current year earnings has increased by 84.9% over the last 60 days [2] - SiriusPoint Ltd. (SPNT): The Zacks Consensus Estimate for its current year earnings has increased by 7.6% over the last 60 days [2] - John B. Sanfilippo & Son, Inc. (JBSS): The Zacks Consensus Estimate for its current year earnings has increased by 7.8% over the last 60 days [2]

Core Insights - Global coal demand is projected to reach a new record in 2025, with a subsequent decline expected through 2030 as renewable energy sources expand and coal-fired power generation decreases from 2026 onward [1][10] Demand Projections - Coal consumption is anticipated to rise by 0.5% in 2025, reaching approximately 8.85 billion tons, marking a new high despite the growth of clean energy [2] - Indian coal demand is expected to grow at an average rate of around 3% per year, adding over 200 million tons by 2030, driven by increasing electricity consumption and steel production [6] - Southeast Asia is projected to see coal use increase by more than 4% annually through 2030, as countries like Vietnam and the Philippines develop new coal-fired capacity [6] Regional Dynamics - China's coal demand remains flat compared to 2024, with expectations of a slight decline by the end of the decade due to aggressive renewable energy deployment and tightening energy policies [4] - U.S. coal consumption is forecasted to grow by 8% in 2025, breaking a 15-year trend of average annual declines, influenced by higher natural gas prices and federal policy support [7] Company Performance - Peabody Energy Corp. has seen its shares double over the past six months, benefiting from strong export and domestic demand for thermal and metallurgical coal [8] - Warrior Met Coal Inc. has experienced a nearly 56% year-to-date increase in its stock price, supported by resilient demand and robust margins from its Blue Creek project [9] Future Outlook - The IEA indicates that global coal demand is nearing its peak, with a forecasted decline of about 3% in consumption by 2030 compared to 2025, leading to reduced coal-fired generation below 2021 levels [10]

Alpha Metallurgical Resources, a major U.S. coal supplier, reported a significant insider buy following a year of share price declines.Kenneth S. Courtis, a member of the Board of Directors at Alpha Metallurgical Resources (AMR +6.21%), acquired 37,000 shares in multiple open-market transactions between Dec. 9 and Dec. 12, 2025, for a total consideration of $6,694,202.54, as disclosed in the SEC Form 4 filing.Transaction summaryMetricValueShares traded37,000Transaction value~$6.7 millionPost-transaction sha ...

The government has tried—and failed—to ease the hardship in this one-time coal powerhouse. Locals aren’t waiting for help. https://t.co/0o41aB456x https://t.co/nwANJC1ojC ...