Confirmed

Coking and Thermal Coal

4 names are moving together; 0% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKER	Company	Sector	Today	Observed activity
CNR	Core Natural Resources, Inc.	Energy	+3.0%	Group member
AMR	Alpha Metallurgical Resources,	Basic Materials	+3.5%	Group member
BTU	Peabody Energy Corporation	Energy	+1.8%	Most structurally connected
HCC	Warrior Met Coal, Inc.	Basic Materials	+1.6%	Group member

Why we believe this

Cohort

4 names

Participation

0% this session

Observed history

1 daily builds

Filing coverage

4/4 members

demand / volume affecting revenue

“Segment revenue increased during the year ended December 31, 2025 compared to the prior year due to favorable volume ($72.7 million) resulting from increased demand, offset by unfavorable realized prices ($18.5 million) which were driven by the impact of adjustments to cost pass-through contracts with certain customers resulting from the federal royalty rate reduction included in the OBBBA.”
BTU 10-K

capital investment / capacity affecting capex

“The increase in net cash used in investing activities for the three months ended March 31, 2026 compared to the prior year was driven by higher net contributions to joint ventures ($17.9 million) and higher capital expenditures ($15.0 million).”
BTU 10-Q

demand / volume

“The decrease was offset by favorable volume ($6.4 million) driven by increased demand.”
BTU 10-Q

Coking and Thermal Coal can stay leader-led if secondary names fail to join while BTU keeps moving.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.