Dalrymple Bay Infrastructure (ASX:DBI) is often misunderstood. It is not a coal company and it does not behave like one. It is a regulated, inflation‑linked toll road for coal exports, collecting fees whether or not a tonne moves across the wharf. In a year defined by geopolitical shocks and volatile commodity markets, that distinction has…
Coal Stocks
Add a new term to your vocabulary: The Iran Ceasefire Rally. The rally on the ASX yesterday, that saw our bourse rise over 2.5% in its best day in several months, occurred amidst a 2 week suspension of hostilities in Iran. And the ASX was not alone with Asian markets and North American futures rallying,…
In this article, we look at why you may want to invest in commodities.
To cut to the chase, we think investors should consider to invest in commodities. It is an excellent way to diversify your portfolio and add a layer of protection against market volatility. But there are several different ways that individuals can invest…
There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there's such a thing as a 'set and forget' investment is wrong. Markets evolve, company fundamentals shift, and macro conditions change, yet many portfolios are left largely unchecked. The most rational approach is to periodically interrogate…
It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…
It is always tough for junior ASX resources companies to realise their ultimate ambitions. There might be short-term jumps from favourable commodity price movements, drilling results or the results of scoping or feasibility studies. But one of these milestones is a partnership with a major miner and this could be particularly important whether as a…
New Hope Corporation (ASX:NHC) is going in a different (and arguably unfashionable) direction to the rest of the world's energy majors. Namely, by betting bigger on coal.
The Queensland-based thermal coal producer is in the midst of its most ambitious expansion in decades, ramping up the long-delayed Stage 3 of its New Acland mine and targeting…
Whitehaven Coal gets a refinancing boost, but coal risks remain
Whitehaven Coal (ASX: WHC) climbed 6.7% to A$9.29 on Thursday after announcing it had received public credit ratings from S&P Global, Fitch, and Moody's, all with stable outlooks. For most companies, a credit rating is routine admin. For Whitehaven right now, it is something more…
ASX coal stocks in focus as thermal coal demand rises
Oil got all the headlines. Coal is getting all the upside. When Iranian strikes knocked out Qatar's LNG production last week, European gas prices surged 50 per cent almost overnight. That sent power generators scrambling for alternatives, and thermal coal is the fastest, cheapest substitute…
This article looks at ASX Mining Stocks Entering Production in the coming 12 months. In recent weeks, we've looked at stocks expecting Feasibility Study Results or those making a Final Investment Decision, both of which are preludes to development and construction of those projects. The companies on this list are have passed those milestones and…
