CORE NATURAL RESOURCES/$CNR

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About CORE NATURAL RESOURCES

Core Natural Resources Inc is a producer and exporter of metallurgical and thermal coal. The company owns and operates longwall mining operations in the nation and export terminals on the Eastern seaboard. The activities of the company involves mining of thermal coal, power generation, and other related activities.
Ticker
$CNR
Sector
Energy
Primary listing
NYSE
Employees
4,850

CNR Metrics

BasicAdvanced
$4.4B
45.09
$1.96
0.17
$0.40
0.45%

Bulls say / Bears say

Core improved execution in its key higher-margin segments: Q2 high-CV thermal volumes rose 9% quarter on quarter while cash cost fell 9%, and metallurgical cash cost fell 7% as coking-coal sales increased 8%. (Core Natural Resources)
Contracted demand gives Core better revenue visibility than a pure spot-coal producer. It secured 16 million tons of new future sales commitments in Q2, while its fixed or reasonably estimable coal contracts represented about $3.6 billion of future revenue at 30 June. (Core Natural Resources, StockTitan)
Shareholder returns are a clear part of the investment case. Core had returned $360.1 million, including dividends, since February 2025 and still had $670.8 million of buyback authorisation at the end of Q2, supporting per-share value if cash generation holds. (Core Natural Resources)
Q2 profit was boosted by a non-recurring $125.4 million Leer South insurance recovery. That makes the reported $126.5 million net income and $323.6 million adjusted EBITDA a weak guide to repeatable operating earnings. (Core Natural Resources, Frontier)
Powder River Basin remains a weak link: Q2 realised revenue was $14.28 a ton against cash costs of $14.85. Management also said thermal demand was pressured by mild temperatures, cheap natural gas and high customer inventories, so the planned second-half recovery is not yet proven. (Core Natural Resources, TradingKey)
Metallurgical coal markets are still subdued after two years of falling global hot-metal production, while US East Coast coking-coal prices remain unusually far below Australian benchmarks. Core's recovery case therefore depends on a cyclical rebound in steel demand that has not yet arrived. (Core Natural Resources, TradingKey)
Data summarised monthly by Lightyear AI. Last updated on 16 Sept 2026.

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