Coal mining stocks
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Here is a list of 18 Coal Mines with a bit of info about each one listed on the ASX, Atrum ATU is not listed on there for some reason. There are probably a few more penny dreadfuls involved in coal mining I am not finding. The "Smallcaps" site doesn't have a list for coalers, probably thinks no one wants them anymore.
"Coal Stocks List Australia 2021 (ASX)
Updated Oct 22, 2021
This article presents the list of the Australian companies which are categorized under the Coal subsector or have business operations under this segment, and whose shares are publicly listed on the Australian stock exchanges (ASX).
There are a total of 18 company stocks in FKnol records which have business operations in the Coal segment. Explore the full list as follows."
fknol.com
"Coal Stocks List Australia 2021 (ASX)
Updated Oct 22, 2021
This article presents the list of the Australian companies which are categorized under the Coal subsector or have business operations under this segment, and whose shares are publicly listed on the Australian stock exchanges (ASX).
There are a total of 18 company stocks in FKnol records which have business operations in the Coal segment. Explore the full list as follows."
Australia Coal Stocks List 2025
List of all Australian stocks which belong to the Coal subsector with market cap, price, performance, percent returns and YTD gains/loss of 2025
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Here are another couple of ASX penny dreadful coal stocks I found....
New Age Exploration Limited (NAE) is an Australian-based exploration company with interest in coking and thermal coal projects in the United Kingdom and Colombia. Its flagship project is the Lochinvar Coking Coal Project.
TerraCom Limited (TER, formerly Guildford Coal Limited) is resource company with a large portfolio of assets in Mongolia and Queensland, Australia. It has a resources profile under management across all projects of 2.522Bt and is diversified in terms of exploration targets, which range from hard coking, thermal and PCI coals for both the domestic and export markets.
New Age Exploration Limited (NAE) is an Australian-based exploration company with interest in coking and thermal coal projects in the United Kingdom and Colombia. Its flagship project is the Lochinvar Coking Coal Project.
TerraCom Limited (TER, formerly Guildford Coal Limited) is resource company with a large portfolio of assets in Mongolia and Queensland, Australia. It has a resources profile under management across all projects of 2.522Bt and is diversified in terms of exploration targets, which range from hard coking, thermal and PCI coals for both the domestic and export markets.
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Major Australian Pension Fund To Restrict Coal Investments
Major Australian Pension Fund To Restrict Coal Investments | ZeroHedge
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
hmmm , maybe some coal miners at attractive prices
( i already hold WHC and NHC at attractive prices and solid profits )
BTW i doubt i will be alive in 2050 , but who knows
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Despite global efforts to decarbonise, it seems that the worlds insatiable appetite for coal just keeps going.
After a few small decreases, it hit a new consumption record last year.
Comes hot on the heels of the Feds allowing the extension of three coal mines in NSW.
Whitehaven coal, one of the winners.
Mick
After a few small decreases, it hit a new consumption record last year.
Comes hot on the heels of the Feds allowing the extension of three coal mines in NSW.
Whitehaven coal, one of the winners.
Mick
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not quite that bad , the Kiwis have geothermal , some wind ( probably down since Jacinda moved on ) as wellWhat they'll need to keep the lights on in N.Z after the tooth fairy Jacinda Adern's climate crisis management.
The Post
www.thepost.co.nz
View attachment 188082
and at least one aluminium smelter is trying to close down
i hold GNE , MCY and MEZ all three are ( roughly ) 50% owned by the NZ Government .
makes an interesting contradiction throughout the Adern era bagging companies the government half owns
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That's a bit like saying someone's trying to die.
Being forced to close due to lack of energy supply is a very different thing from actually wanting to close the plant.
NZ is an excellent "how not to" guide to energy. Plenty of hydro, geothermal and wind and they've also got plenty of coal. And yet despite all that, they're literally shipping coal to a port then trucking it to a coal mine.
From a purely technical perspective there's no reason why NZ needs to burn coal to generate electricity. And even if they do want to burn coal, it's not essential to import that coal given they have their own.
Now I won't dwell on politics on what is intended to be a stock thread but I will point out that fundamentally this is the outcome of political decision making and that is by no means unique to NZ. Some see the elimination of coal use as a priority, others are more focused on getting CO2 emissions of their books, others are more worried about other economic, environmental or ideological matters. Etc.
The net effect of that is higher coal consumption, and lower production, than would be the case if driven by technical factors alone and that's positive for the coal price.
That situation occurring simply because politics will never result in coal being mined where there is no coal but it will on occasion prevent coal being mined where it does exist. Likewise politics will never avoid the use of coal where it is essential, but it will at times cause the use of it where it is not essential.
Australia's coal production does look to have peaked and to now be in decline, but at the global level coal's not going away as fast as many seem to expect. From Australian Government statistics:
Australia's black coal production peaked in 2018-19 at 453.8 million tonnes. Production in 2022-23 was 399.8 million tonnes.
NSW black coal production peaked in 2019-20 at 199.7 million tonnes. Production in 2022-23 was 167.2 million tonnes.
Queensland black coal production peaked in 2018-19 at 250.6 million tonnes. Production in 2022-23 was 227.2 million tonnes.
WA black coal production peaked at 8.0 million tonnes per annum between 2013-14 and 2015-16. Production in 2022-23 was 5.0 million tonnes with the industry effectively broke and on life support from government. Some coal has been imported (from NSW) to supply local consumption.
Tasmania coal production plateaued a bit over 0.4 million tonnes per annum during a prolonged period mid-1980's to circa 2020. Production is now rapidly declining however, with coal being imported (from NSW) to supply local use.
Victoria hasn't mined black coal since 1968 and no black coal as per official definitions has ever been mined in SA or NT. That said, SA coal is black by other definitions - production peaked about 3.9 million tonnes per annum in the late 00's and is now zero.
So overall production in Australia is in decline but at the global level there's still plenty of demand for coal. That being so, it's stock specific when it comes to investing in it.
Value Collector
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Well if you look at that chart, Global coal demand has basically been flat since 2014, but there has been lots of economic and population growth since then, so our coal intensity both per person and per unit of economic activity has dropped.
But, Look at the demand collapse in Europe, North America and the rest of the world though, that’s pretty impressive. That has been done by turning to Renewables and Natural Gas.
The Asia Pacific region will follow a rest of the world and have a collapse in coal demand over time too, as their renewables and nuclear replace coal.
But Asia is where most of the economic growth has been happening in the past few decades, so even as total coal usage grew there, so did the growth in renewables and nuclear. So they are on the right track.
As always you have to interpret these sorts of charts in the context of the over all picture of what’s happening in the world.
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more a reflection of a major power consumer wanting to leave the arena ( NZ or the world market )That's a bit like saying someone's trying to die.
Being forced to close due to lack of energy supply is a very different thing from actually wanting to close the plant.
NZ is an excellent "how not to" guide to energy. Plenty of hydro, geothermal and wind and they've also got plenty of coal. And yet despite all that, they're literally shipping coal to a port then trucking it to a coal mine.
From a purely technical perspective there's no reason why NZ needs to burn coal to generate electricity. And even if they do want to burn coal, it's not essential to import that coal given they have their own.
Now I won't dwell on politics on what is intended to be a stock thread but I will point out that fundamentally this is the outcome of political decision making and that is by no means unique to NZ. Some see the elimination of coal use as a priority, others are more focused on getting CO2 emissions of their books, others are more worried about other economic, environmental or ideological matters. Etc.
The net effect of that is higher coal consumption, and lower production, than would be the case if driven by technical factors alone and that's positive for the coal price.
That situation occurring simply because politics will never result in coal being mined where there is no coal but it will on occasion prevent coal being mined where it does exist. Likewise politics will never avoid the use of coal where it is essential, but it will at times cause the use of it where it is not essential.
Australia's coal production does look to have peaked and to now be in decline, but at the global level coal's not going away as fast as many seem to expect. From Australian Government statistics:
Australia's black coal production peaked in 2018-19 at 453.8 million tonnes. Production in 2022-23 was 399.8 million tonnes.
NSW black coal production peaked in 2019-20 at 199.7 million tonnes. Production in 2022-23 was 167.2 million tonnes.
Queensland black coal production peaked in 2018-19 at 250.6 million tonnes. Production in 2022-23 was 227.2 million tonnes.
WA black coal production peaked at 8.0 million tonnes per annum between 2013-14 and 2015-16. Production in 2022-23 was 5.0 million tonnes with the industry effectively broke and on life support from government. Some coal has been imported (from NSW) to supply local consumption.
Tasmania coal production plateaued a bit over 0.4 million tonnes per annum during a prolonged period mid-1980's to circa 2020. Production is now rapidly declining however, with coal being imported (from NSW) to supply local use.
Victoria hasn't mined black coal since 1968 and no black coal as per official definitions has ever been mined in SA or NT. That said, SA coal is black by other definitions - production peaked about 3.9 million tonnes per annum in the late 00's and is now zero.
So overall production in Australia is in decline but at the global level there's still plenty of demand for coal. That being so, it's stock specific when it comes to investing in it.
given the NZ power structure has both hydro and geothermal sources as well as traditional fossil fuels , one might think 'climate change ideals ' would be less of a driving force towards closing the smelter
but IF it closes that is a big consumer no longer buying ( in NZ )
BTW i hold several Australian-based coal miners who do NOT seem to export to NZ ,despite the proximity
Value Collector
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New Zealand's electricity grid is already up there as one of the cleanest in the world, as you pointed out huge amounts of Hydro, Geothermal and wind, plus some solar.
They do have a decent natural gas industry, and their agricultural sector releases a lot of methane.
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yes that is why i wasn't immediately hostile to Jacinda being elected as PM , the 'clean energy policy ' given in her campaign was something close to realistic , but in the end it was all political-speak .
fun fact my father's family grew up in Rotorua , so did have some insight into the geothermal potentials
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It's short
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Vietnam's industrial boom drives global coal imports to new highs
LITTLETON, Colorado, Feb 11 (Reuters) - Vietnam has become a key driver of global growth in thermal coal imports and use, after supercharging imports of the power fuel by over 30% in 2024 to record highs.Vietnam's imports of thermal coal rose 31% to 44 million metric tons in 2024, according to ship-tracking firm Kpler, which contrasts with just a 1% expansion in global thermal coal imports last year to 1.01 billion tons.
An enduring boom in Vietnam's export-oriented and power-hungry manufacturing sector has been the main catalyst behind the surge in its imports and use of coal, which is the country's largest source of power. ... continues
Garpal Gumnut
Ross Island Hotel
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I've avoided coal stocks for some time now. Could someone who follows them give me a mad few minutes update on the state of play and stocks in the coal sector/space.
gg
gg
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@Garpal Gumnut I'm just 'feeling my way in the dark' but the charts of NHC and WHC are showing signs of improvement. But is it a major low or an intermediate low. Sometimes I look around for a thermal coal or met coal chart but that hasn't really informed my decisions. Mostly it's Greg Canavan from fat tail investment advisory and I've used excerpts from him on the WHC and NHC sub-forums.
Thermal Coal 5 Year
www.barchart.com
Met Coal 5 Year
Thermal Coal 5 Year
ICE Newcastle Coal Mar '25 Futures Snapshot Chart - Barchart.com
Technical futures chart with latest price quote for ICE Newcastle Coal, with technical analysis, latest news, and opinions.
Met Coal 5 Year
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not enough psycho activist action , currently to buy coal stocks ( imo ) , if you MUST buy some , buy ones with port and or rail assets so they can partially control costs and logistics
for instance although NHC is coming back to 'fair value ' as a coal player , you MIGHT buy it as an oil producer , a port operator , or an agricultural play ( on rehabilitating lease holds )
others have different lesser known upsides
Simples, meanwhile in Australia, hand wringing.
When I last looked( so take with a grain of salt) -
NHC - mainly thermal coal, M Cap $3.4B, EV about $2.8B
YAL - Mainly thermal coal. Mcap $8.2B,, EV $5.8B, had about $2.4B cash, going ex divie today.
WHC - Mainly Coking coal MCap $4.9B, EV about $6.2B depending on how you do accounts, they still have a couple of payments to make to BHP.
NHC was a 7mT producer during the bull market, on it's way to 14mT/yr.
YAL major shareholders are Chinese.
WHC probably made the best deal of all the coal producers when the big dogs were offloading coal to, you know, save the world. But still owe money and Coking coal price keeps falling.
Thermal coal, I hope has bottomed, but who knows.
Coking coal, the theory was that you buy in August, as this is when India's monsoon dissipates and Qld's rainy season is on the horizon(more demand/less supply) and sell in May. Didn't work this time, probably due to China's steel exports negating India production increase.
Coking coal is down again overnight.
I'm standing aside from coking coal companies for now.
