Feed / Theme
Confirmed

Oil & Gas Integrated

2 names are moving together; 100% are participating in the current session.

5 observed Confirmed episodes

Co-movement

Observed member paths adjusted against SPY. Shading marks the latest observation window.

Members

TICKERCompanySectorTodayObserved activity
BTUPeabody Energy CorporationEnergy-0.2%5/8 observed active sessions
CNRCore Natural Resources, Inc.Energy-1.7%8/8 observed active sessions

Why we believe this

Cohort

2 names

Participation

100% this session

Observed history

25 daily builds

Filing coverage

2/2 members

demand / volume affecting revenue

The decrease in realized coal revenue per ton sold was primarily due to softened international markets, which weighed on Newcastle prices, coupled with weak demand in Europe, which weighed on API2 pricing.

CNR 10-Q

credit / rates

Loss on Debt Extinguishment Loss on debt extinguishment of $12 million was recorded in the three months ended March 31, 2025 due to the amendment of the Company’s Revolving Credit Facility and the refinancing of the Series 2025 Bonds.

CNR 10-Q

capital investment / capacity affecting capex

Capital expenditures increased $66 million primarily due to expenditures at the operations acquired in the Merger, partially offset by reduced equipment-related expenditures and rebuilds at the PAMC and Itmann during the nine months ended September 30, 2025.

CNR 10-Q

This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.

Connected, outside the group

METC

CNRtext peer · Current intraday read unavailable

No filing excerpt is available for this relationship.

DWSN

BTUinvestee · Current intraday read unavailable

Filing receipt · DWSN / BTU

Arbitration Relating to Terminated Anglo Acquisition On November 25, 2024, Peabody entered into Purchase Agreements with Anglo, to acquire a portion of the assets and bu…

BTU · investee
AMR

CNRtext peer · Not moving with the group now

No filing excerpt is available for this relationship.

HNRG

BTUcompetitor · Current intraday read unavailable

Filing receipt · HNRG / BTU

In addition to its alternative fuel source competitors, Peabody’s principal U.S.

BTU · competitor
BURL

CNRdistributor · Not moving with the group now

Filing receipt · BURL / CNR

It employs one train loadout facility and is serviced by both the Burlington Northern Santa Fe and Union Pacific railroads.

CNR · distributor

History

2026-07-28 → 2026-07-313 observed active sessions · 100% of active names held across the episode
2026-07-231 observed active session · 100% of active names held across the episode
2026-07-161 observed active session · 100% of active names held across the episode
2026-07-071 observed active session · 100% of active names held across the episode
2026-06-30 → 2026-07-012 observed active sessions · 66.7% of active names held across the episode