Abstract: We update our coal thesis that has proven wrong on near-term pricing but correct on pricing within different regional coals.

Brief Excerpt: Coal Market Update & Thesis Review Our coal thesis of increasing supplies coming to market and lowering prices has proved dead wrong in the near-term owing to numerous global supply constraints Our other thesis of a shift in coal supplies...

Report Type: Sector Article
Source: CreditSights Inc
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 CreditSights
CreditSights is an independent research platform comprised of a team of analysts with both buy-side and sell-side experience in the U.S. and overseas. CreditSights' research focuses on global corporate and sovereign issuers, which have securities that are actively traded in the corporate bond, credit derivatives and/or equity-linked markets. Sector coverage is broad-based and includes telecom, technology, and media; autos and general industrials; utilities and energy; financial services; commodity cyclicals; retail and consumer products; and aerospace and defense. Emerging markets coverage includes the major Latin American, Asian and Eastern European countries. The focus of CreditSights research is to help investors make decisions by distilling and interpreting significant developments and specific events affecting individual companies, industries, or the securities markets as a whole.