industry intelligence
Measured conclusion
Latest qualified tape
Industry Sentiment Dossier
Coking Coal sentiment intelligence
Company-news tone, narrative breadth, confidence, catalyst concentration and market confirmation examined as separate evidence layers.
Weighted tone50.3Neutral is 50
Balanced and selective
48/100 narrative breadth
65/100 evidence confidence
22 qualified equities from 31 latest records
Executive Evidence Brief
A balanced headline masks a selective company tape
Aggregate tone remains near neutral, so breadth, catalysts and company-level outliers carry more information than the headline score alone.
Evidence that supports the read
Direct company coverage supplies 100% of the measured article set.
Conditions that limit conviction
Evidence confidence is 65/100 and should limit conviction in the aggregate read.
Only 45% of measured equities have a positive one-week response.
The quality-sampled 13-week tone path is deteriorating.
Narrative Breadth
How widely tone is shared
48Breadth
Constructive14.5%
Balanced1986.4%
Cautious29.1%
Score Distribution
Shape of the company tape
0Strong caution
2Cautious
19Balanced
1Constructive
0Strongly constructive
Evidence Quality
Reliability of the read
65/100 group confidence
High confidence12
Usable evidence2
Developing8
394 relevant story observations across 181 publisher signals. 100% is direct company evidence.
13-Week Trajectory
Weighted tone and participation
18 May29 Jun10 Aug
Weighted toneNarrative breadthNeutral 50
The path uses a fixed quality sample of up to 22 current constituents to keep the historical query reproducible. Earlier observations are not rewritten by later headlines.
Market Confirmation
How price is responding to the news tape
Price response is a diagnostic cross-check. It does not alter the sentiment score, so agreement and disagreement remain visible.
Internal Leadership
Country map
Narrative Dispersion
Parent-sector context
Strongest tone
Basic Materials50.322 equities · 65/100 confidencePeer Comparison
Where this read sits in the ranked tape
Oil & Gas Integrated56.970/100 confidence · 102 equitiesDiscount Stores56.874/100 confidence · 50 equitiesSemiconductor Equipment & Materials55.865/100 confidence · 219 equitiesHealthcare Plans55.778/100 confidence · 34 equitiesReit - Diversified50.557/100 confidence · 211 equitiesHomebuilding & Construction Supplies50.069/100 confidence · 1 equitiesCoking Coal50.058/100 confidence · 31 equitiesDiversified Telecommunication Services50.056/100 confidence · 1 equitiesInsurance49.072/100 confidence · 2 equitiesSoftware41.082/100 confidence · 1 equities
Catalyst Lens
What is moving the narrative
Market update1568.2% of equities · tone 49.7
Earnings731.8% of equities · tone 51.1
Publisher Lens
Where the latest observations came from
TradingView627.3% of equities · tone 51.6
Kalkine313.6% of equities · tone 49.6
simplywall.st29.1% of equities · tone 50.6
MarketBeat29.1% of equities · tone 49.8
The Economic Times14.5% of equities · tone 39.0
Stock Titan14.5% of equities · tone 59.0
Macau Business14.5% of equities · tone 57.0
The Globe and Mail14.5% of equities · tone 44.0
Positioning Lens
What deserves attention
Score rank#154among 157 measured industries
Parent spread-1.6versus Basic Materials
Cross-company dispersion5.1higher values mean a less uniform tape
Security Evidence
The equities behind the read
Constructive leaders
AREC59
American Resources Corp Class A
Price moving ahead of tone · +10.8% 1W
Market update · 75/100 confidence · 44 direct stories097557
Mongolian Mining Corporation
Balanced read · -2.9% 1W
Earnings · 75/100 confidence · 9 direct stories063957
Shougang Fushan Resources Group Limited
Balanced read · +1.9% 1W
Earnings · 58/100 confidence · 3 direct stories60101155
Baotailong New Materials Co., Ltd.
Price moving ahead of tone · +6.6% 1W
Market update · 75/100 confidence · 10 direct stories688555
Henan Jinma Energy Company Limited
Price moving ahead of tone · -7.9% 1W
Earnings · 24/100 confidence · 2 direct storiesHCC54
Warrior Met Coal Inc
Balanced read · -0.8% 1W
Market update · 75/100 confidence · 54 direct storiesSXC54
SunCoke Energy Inc
Price moving ahead of tone · -4.9% 1W
Earnings · 75/100 confidence · 54 direct storiesCKA53
Cokal Limited
Balanced read · -1.7% 1W
Market update · 75/100 confidence · 17 direct storiesCautious laggards
60074039
Shanxi Coking Co., Ltd.
Caution confirmed by price · -2.2% 1W
Market update · 47/100 confidence · 2 direct storiesAKM42
Aspire Mining Limited
Bad news being absorbed · +5.0% 1W
Market update · 48/100 confidence · 2 direct stories00072343
Shanxi Meijin Energy Co.,Ltd.
Price moving ahead of tone · +4.5% 1W
Earnings · 42/100 confidence · 4 direct storiesMETC44
Ramaco Resources Inc
Price moving ahead of tone · +11.7% 1W
Earnings · 89/100 confidence · 19 direct storiesAMR45
Alpha Metallurgical Resources Inc
Price moving ahead of tone · -4.0% 1W
Market update · 75/100 confidence · 54 direct stories006148
Green Leader Holdings Group Limited
Balanced read · -2.0% 1W
Market update · 75/100 confidence · 13 direct storiesMETCB49
Ramaco Resources Inc.
Price moving ahead of tone · -10.5% 1W
Market update · 75/100 confidence · 60 direct storiesCRN49
Coronado Global Resources Inc.
Price moving ahead of tone · +5.9% 1W
Market update · 53/100 confidence · 5 direct storiesAttention leaders
METCB49
Ramaco Resources Inc.
Price moving ahead of tone · -10.5% 1W
Market update · 75/100 confidence · 60 direct storiesHCC54
Warrior Met Coal Inc
Balanced read · -0.8% 1W
Market update · 75/100 confidence · 54 direct storiesSXC54
SunCoke Energy Inc
Price moving ahead of tone · -4.9% 1W
Earnings · 75/100 confidence · 54 direct storiesAMR45
Alpha Metallurgical Resources Inc
Price moving ahead of tone · -4.0% 1W
Market update · 75/100 confidence · 54 direct storiesAREC59
American Resources Corp Class A
Price moving ahead of tone · +10.8% 1W
Market update · 75/100 confidence · 44 direct storiesAVM50
Advance Metals Limited
Price moving ahead of tone · -4.7% 1W
Market update · 75/100 confidence · 20 direct storiesMETC44
Ramaco Resources Inc
Price moving ahead of tone · +11.7% 1W
Earnings · 89/100 confidence · 19 direct storiesCKA53
Cokal Limited
Balanced read · -1.7% 1W
Market update · 75/100 confidence · 17 direct storiesLatest Evidence Ledger
Recent company-level observations
063957
Is Shougang Fushan Resources Group (SEHK:639) Fully Valued As Profit Guidance Improves?
simplywall.st · Earnings · Balanced read
58/100 confidence · 100% direct evidenceMETC44
Ramaco Resources (METC) Q2 2026 Earnings Call Transcript
The Globe and Mail · Earnings · Price moving ahead of tone
89/100 confidence · 100% direct evidenceAKM42
Insider Stock Buyers At Aspire Mining Recouped Some Losses This Week
simplywall.st · Market update · Bad news being absorbed
48/100 confidence · 100% direct evidence60079250
Price to earnings forward of Yunnan Coal & Energy Co. Ltd. Class A – SSE:600792
TradingView · Earnings · Balanced read
21/100 confidence · 100% direct evidence027650
Mongolia and the Chinese giant China Gas intend to cooperate in the field of LNG production
open.kg · Market update · Balanced read
36/100 confidence · 100% direct evidence097557
Mongolian Mining Corporation Profit Alert
Macau Business · Earnings · Balanced read
75/100 confidence · 100% direct evidenceCRN49
Coronado Global Resources (ASX:CRN) Share Price Falls, Quarterly Report Highlights on Investor’s Radar
Kalkine · Market update · Price moving ahead of tone
53/100 confidence · 100% direct evidenceSXC54
SunCoke Energy (SXC) Q2 2026 Earnings Call Transcript
Motley Fool · Earnings · Price moving ahead of tone
75/100 confidence · 100% direct evidenceMETCB49
Ramaco Resources Inc Class A
Google · Market update · Price moving ahead of tone
75/100 confidence · 98% direct evidenceSMR50
Stanmore Resources (ASX:SMR): Metallurgical Coal Producer Navigates Global Market Dynamics
Kalkine · Market update · Price moving ahead of tone
43/100 confidence · 100% direct evidenceHCC54
Warrior Met Coal (HCC) Earnings Date and Reports 2026 $HCC
MarketBeat · Market update · Balanced read
75/100 confidence · 100% direct evidenceCKA53
Price to earnings forward of Cokal Limited – ASX:CKA
TradingView · Market update · Balanced read
75/100 confidence · 100% direct evidence60101155
Price to earnings forward of Baotailong New Materials Co., Ltd. Class A – SSE:601011
TradingView · Market update · Price moving ahead of tone
75/100 confidence · 100% direct evidenceAJL50
AJ Lucas Reports $24.0 Million Quarterly Australian Revenue as Coal Drilling Demand Softens
Kalkine · Market update · Price moving ahead of tone
75/100 confidence · 100% direct evidenceAVM50
Advance Metals (ASX:AVM) Reports Active June Quarter Across Silver and Gold Projects
Kalkine Media · Market update · Price moving ahead of tone
75/100 confidence · 100% direct evidence688555
Henan JinMa Energy Co., Ltd. Class H Revenue Breakdown – HKEX:6885
TradingView · Earnings · Price moving ahead of tone
24/100 confidence · 100% direct evidence00065550
Number of shareholders of Shandong Jinling Mining Co., Ltd. Class A – SZSE:000655
TradingView · Market update · Balanced read
21/100 confidence · 100% direct evidenceAMR45
Empowered Funds LLC Has $7.67 Million Holdings in Alpha Metallurgical Resources, Inc. $AMR
MarketBeat · Market update · Price moving ahead of tone
75/100 confidence · 100% direct evidenceReproducible Method
How to read this dossier
The score measures the polarity of qualified published news after relevance, source quality, event importance and freshness weighting. It is centred at 50.
Breadth measures how widely constructive or cautious classifications are shared. A few extreme equities cannot create broad participation.
Confidence measures sample depth, direct-company coverage, publisher diversity, freshness and agreement. It is intentionally separate from direction.
Completed weekly price data tests whether the market confirms, rejects or absorbs the narrative. Price never feeds back into the sentiment score.
Unqualified ticker records are excluded, and subgroup maps require at least five qualified securities. Thin slices are disclosed instead of ranked.
This is a current evidence classification, not a forecast, target, recommendation or measure of investor positioning.