Alpha Metallurgical issues 2026 guidance expectations

  • Alpha Metallurgical Resources (AMR) on Friday issued guidance expectations for the 2026 calendar year.
  • Projecting total coal shipments of 15.1 to 16.5 million tons, including 14.4 to 15.4 million tons of metallurgical coal and 0.7 to 1.1 million tons of thermal coal.
  • The company forecast cost of coal sales at $95 to $101 per ton, with the Section 45X credit impact included. It expects SG&A expenses of $53 to $59 million, idle operations costs of $24 to $32 million, net cash interest income of $2 to $6 million, and depreciation, depletion and amortization of $160 to $174 million.

  • Capital expenditures are projected at $148 to $168 million, including work to complete the Kingston Wildcat mine.

  • Contributions to equity affiliates, including Dominion Terminal Associates, are estimated at $35 to $45 million. The company anticipates a cash tax rate of 0 to 5% for 2026.

  • Alpha reported that 27% of its 2026 metallurgical segment shipments were committed and priced as of December 8, with domestic metallurgical coal at an average price of $136.75 per ton and thermal coal at $76.25 per ton. A further 38% of metallurgical segment volumes were committed but unpriced.

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