Natural Resource Partners Q2 profit hit by weak coal and soda ash prices
Overview
Natural Resource Partners Q2 2025 rev declines amid weak coal and soda ash prices
Co generated $46.3 mln free cash flow despite challenging market conditions
Net income for Q2 2025 fell to $34.2 mln, reflecting segment challenges
Outlook
NRP expects weak coal pricing to persist through 2025
Company anticipates soda ash market oversupply to continue
NRP sees Sisecam Wyoming distributions below historical norms
Company highlights uncertain timing for carbon neutral revenue activities
Result Drivers
COAL PRICES - Weak metallurgical and thermal coal prices impacted Mineral Rights segment, leading to decreased income and cash flow
SODA ASH OVERSUPPLY - Oversupply in soda ash market due to increased global capacity and sluggish demand affected segment income
INTEREST EXPENSES - Lower interest expenses contributed to increased net income in Corporate and Financing segment
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue |
| $50.10 mln |
|
Q2 EPS |
| $2.52 |
|
Q2 Net Income |
| $34.21 mln |
|
Q2 Free Cash Flow |
| $46.29 mln |
|
Q2 Income from Operations |
| $36.59 mln |
|
Q2 Operating Cash Flow |
| $45.58 mln |
|
Q2 Operating Expenses |
| $13.51 mln |
|
Press Release: ID:nBwl2GSLa
Related Articles
Investing in Clean Energy
TradingKey - Not so long ago, clean energy was relegated to a niche, a corner for subsidies, early markets, and greens. Now it's at the center of global economic thought. Governments, business, and consumers are driving a structural transformation from fossil fuels to renewables. The roofs are toppe
Investing in Luxury & Experiential Consumption
Niche assets like data centers, logistics, healthcare, and cold storage thrive on structural drivers, not traditional property cycles Specialized real estate benefits from secular trends like digitalization, demographics, and supply chain innovation, making demand resilient and less cycle-sensitive
Oracle’s FY2026 Q1 Preview: Will OpenAI Contract Spark a Broadcom-Like Stock Surge?
TradingKey - As analysts raise targets and expectations, could Oracle’s stock replicate the post-earnings rally seen at Broadcom following its OpenAI-related contract announcement?
U.S. August CPI Preview: Persistent Rise in Inflation, What Impact on Rate Cuts? And on US Stocks?
TradingKey - On 11 September 2025, the U.S. will publish August CPI data. Consensus forecasts indicate a 0.3% month-over-month increase for both headline CPI and core CPI. As a result, headline CPI year-over-year may climb to 2.9%, up from 2.7%
Fed to Cut Rates: All Asset Prices Up!
TradingKey - The Federal Reserve is almost certain to restart its interest rate cut cycle on 17 September this year. After in-depth research, we have concluded that cryptocurrencies, the broader U.S. stock market, and short-term U.S. Treasury bonds will all go up.
