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High materiality7/10

Ramaco shows improving liquidity and 2027 coal sales, with early critical minerals progress

Nov 3, 2026, 4:22 PM EST1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong liquidity, sizable forward domestic and export commitments, and advancing critical minerals pilot progress provide visibility to 2027 EBITDA and potential multiple expansion, despite a near-term net loss.

AI summary

What happened, with direct paths to the underlying reporting

Ramaco posted Q3 2026 results showing a net loss of $18.2M but liquidity of $374.7M and a 38% YoY increase. It has 1.7M tons of domestic 2027 sales locked at $139/ton and 1.1M export commitments, implying meaningful near-term EBITDA visibility. The company also advances its critical minerals program with pilot plant progress and a planned 2027 pre-feasibility study.

Q3 2026 net loss $(18.2M); Adjusted EBITDA $3.0M.
Liquidity at $374.7M, up 38% YoY; no revolver borrowings.
1.7M tons of 2027 domestic sales at $139/ton; 1.1M export commitments.
2026 guidance: production 3.5–3.6M; sales 4.0–4.1M; capex up.
Chubb Insurance verdict: $30M favorable; final amount subject to motions.

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