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Ramaco Resources CEO Randall W. Atkins Appears on CNBC's Morning Call to Discuss Critical Minerals and Energy Market Trends

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Ramaco Resources (NASDAQ: METC, METCB) CEO Randall W. Atkins appeared on CNBC's Morning Call on May 29, 2026 to discuss coal, critical minerals and energy markets.

He outlined Ramaco's Brook Mine rare earths project, nearly $1 billion raised over the past year, and its export‑driven metallurgical coal business.

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Positive

  • Nearly $1 billion raised over the past year to fund Brook Mine and critical minerals strategy
  • Exploratory Brook Mine project in Wyoming aimed at supplying domestic critical materials
  • Approximately two-thirds of metallurgical coal production exported to international markets
  • Dual-platform strategy in metallurgical coal and critical minerals for diversified growth and cash flow

Negative

  • None.

News Market Reaction – METC

-6.36%
7 alerts
-6.36% Session close to close
$1.02B Market Cap
0.6x Rel. Volume

In the May 29 session, METC declined 6.36%, reflecting a notable negative market reaction. Our momentum scanner triggered 7 alerts that day, indicating moderate trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock moved -6.4% in the session following this news. A negative reaction despite the CEO’s CNBC...
Analysis

The stock moved -6.4% in the session following this news. A negative reaction despite the CEO’s CNBC appearance discussing nearly $1 billion of recent capital raising and critical minerals initiatives would contrast with prior patterns, where similar strategic updates often preceded gains. Past announcements about corporate reorganization, dividends, and capital markets activity generally saw supportive price moves. Any sharp decline could indicate shifting sentiment about execution risk or macro coal and energy headwinds rather than a simple continuation of earlier trends.

Key Figures

Capital raised: nearly $1 billion Export share: approximately two-thirds
2 metrics
Capital raised nearly $1 billion Raised over the past year to fund Brook Mine and critical minerals strategy
Export share approximately two-thirds Portion of metallurgical coal production exported to international markets

Historical Context

5 past events · Latest: May 11 (Negative)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
May 11 Q1 2026 earnings Negative +8.8% Reported net loss and negative adjusted EBITDA but stock rose afterward.
May 05 Earnings schedule Neutral +3.7% Announced timing of Q1 results and conference call with management.
Mar 31 Corporate reorganization Positive +7.1% Reorganized into four divisions to enhance focus and capital access.
Mar 16 Class B dividend Positive -2.3% Declared quarterly Class B stock dividend with share-settled distribution.
Mar 02 Insider option exercise Positive +2.7% CEO exercised options, acquiring shares and expressing view stock is undervalued.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent company news, including earnings and strategic updates, often coincided with positive price reactions, even when fundamentals were mixed.

Recent Company History

Over the last few months, Ramaco has reported a Q1 2026 net loss but maintained guidance and liquidity strength (May 11), scheduled earnings communications (May 5), and executed an internal reorganization to separate coal, critical minerals, royalty, and refining divisions (Mar 31). It also declared a Class B stock dividend (Mar 16) and highlighted CEO option exercises signaling perceived undervaluation (Mar 2). Today’s focus on the Brook Mine and critical minerals strategy builds directly on this diversification and capital deployment narrative.

Key Terms

metallurgical coal, critical minerals, rare earths, domestic supply chains
4 terms
metallurgical coal technical
"a leading producer of high-quality, low-cost metallurgical coal in Central Appalachia"
Metallurgical coal is a type of coal used primarily to make coke, a porous, carbon-rich material that helps melt iron ore and remove impurities during steel production. Investors watch metallurgical coal because its price and availability track global steel demand and construction activity; think of it as the charcoal that fuels the steel 'barbecue'—shortages or large price swings can squeeze steelmakers' profits and ripple through industries tied to infrastructure and manufacturing.
critical minerals technical
"discuss the Company's coal and critical minerals platform in Central Appalachia and Wyoming"
Materials needed to build modern technologies—like batteries, electronics, renewable energy systems and defense equipment—that have few easy substitutes and often come from a small number of countries or mines. Investors care because their supply can be disrupted, expensive or slow to increase, which affects the cost, availability and growth prospects of companies and industries that rely on them; think of them as critical spare parts for the global economy.
rare earths technical
"an emerging developer of a rare earths and critical minerals platform in Wyoming"
Rare earths are a set of 17 metallic elements used as essential ingredients in many high-tech products — from smartphones and electric vehicles to wind turbines and military systems. They matter to investors because their supply is concentrated, production is costly and environmentally sensitive, and price or policy shifts can quickly change profitability for miners, manufacturers and tech companies; think of them as scarce spices that can make or break a product’s recipe.
domestic supply chains technical
"contribute to domestic supply chains for materials essential to advanced technologies"
Domestic supply chains are the network of factories, warehouses, transport routes and suppliers inside a country that move raw materials into production and finished goods to customers. For investors they matter because a resilient local chain can reduce delays, control costs and protect revenue when international trade is disrupted—think of it like relying on nearby roads instead of a long, uncertain overseas route.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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LEXINGTON, Ky., May 29, 2026 /PRNewswire/ -- Ramaco Resources, (NASDAQ: METC, METCB) ("Ramaco") announced today that its Chairman and Chief Executive Officer, Randall W. Atkins, appeared on CNBC's Morning Call to discuss the Company's coal and critical minerals platform in Central Appalachia and Wyoming, and the impact on global coal markets amid energy market disruptions tied to the ongoing conflict in Iran.

During the interview, Randall W. Atkins highlighted Ramaco's development of its exploratory Brook Mine project in Sheridan, Wyoming. The project is positioned to contribute to domestic supply chains for materials essential to advanced technologies, energy systems, and national security applications.

Mr. Atkins noted that the Company raised nearly $1 billion over the past year, positioning Ramaco to invest in and execute on the Brook Mine project and advance its broader critical minerals strategy.

Mr. Atkins also addressed the impact of geopolitical instability on global energy markets stemming from the war in Iran and the recent increase in coal pricing across international markets. Atkins emphasized that approximately two-thirds of the Company's metallurgical coal production is exported to international markets, underscoring Ramaco's exposure to global pricing dynamics.

Ramaco is uniquely positioned as both a leading producer of high-quality, low-cost metallurgical coal in Central Appalachia—serving global steel markets—and as an emerging developer of a rare earths and critical minerals platform in Wyoming. This dual-platform strategy enables the Company to balance near-term cash flow from its current metallurgical coal operations with potential long-term growth tied to critical materials development.

About Ramaco Resources

Ramaco Resources, Inc. is an operator and developer of high-quality, low-cost metallurgical coal in southern West Virginia, and southwestern Virginia and exploring a coal, rare earth and other critical minerals project in Wyoming. The Company's executive offices are located in Lexington, Kentucky, with operational offices in Charleston, West Virginia and Sheridan, Wyoming. The Company currently has four active metallurgical coal mining complexes in Central Appalachia and one coal mine and rare earth element and other critical mineral exploration stage property near Sheridan, Wyoming (the "Brook Mine"). The Brook Mine remains an exploration stage property, and no assurance can be given that it will be successfully developed into a commercial scale mine or that any inferred mineral resources estimated will be converted into higher confidence mineral resources or eventually mineral reserves. Contiguous to the Brook Mine, the Company operates a carbon research facility related to the potential production of advanced carbon products and materials from coal. In connection with these activities, it holds a body of more than 70 intellectual property patents, pending applications, exclusive licensing agreements and various trademarks. News and additional information about Ramaco Resources, including filings with the Securities and Exchange Commission, are available at https://www.ramacoresources.com. For more information, contact investor relations at (859) 244-7455.

CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS

Certain statements contained in this news release constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, including, but not limited to, statements related to future production volumes and sales, anticipated capital expenditures, expected demand for metallurgical coal, the development and commercialization of the Brook Mine rare earth and critical mineral project, projected operating costs and margins, and the Company's financial guidance and outlook. These forward-looking statements represent Ramaco Resources' expectations or beliefs concerning guidance, future events, anticipated revenue, future demand and production levels, macroeconomic trends, the development of ongoing projects, costs and expectations regarding operating results, and it is possible that the results described in this news release will not be achieved.

These forward-looking statements are subject to risks, uncertainties and other factors, many of which are outside of Ramaco Resources' control, which could cause actual results to differ materially from the results discussed in the forward-looking statements.

These factors include, without limitation, unexpected delays in our current mine development activities, the ability to successfully increase production at our existing met coal complexes in accordance with the Company's growth initiatives, failure of our sales commitment counterparties to perform, increased government regulation of coal in the United States or internationally, the impact of tariffs imposed by the United States and foreign governments, the further decline of demand for coal in export markets and underperformance of the railroads, the Company's ability to successfully develop the exploratory Brook Mine rare earth and critical mineral project, including whether the Company's exploration target and estimates for such mine are realized, the timing of the initial production of rare earth concentrates, the development of a pilot and ultimately a full scale commercial processing facility. Mineral resources are not mineral reserves and do not meet the threshold for reserve modifying factors, such as estimated economic viability, that would allow for conversion to mineral reserves. There is no certainty that any part of the inferred mineral resources estimated at Brook Mine will be converted into higher confidence mineral resources and eventually mineral reserves in the future. Rare earth and critical minerals are a new initiative for us and, as such, has required and will continue to require us to make significant investments to build out our rare earth and other critical mineral capabilities.

Any forward-looking statement speaks only as of the date on which it is made, and, except as required by law, Ramaco Resources does not undertake any obligation to update or revise any forward-looking statement, whether as a result of new information, future events or otherwise. New factors emerge from time to time, and it is not possible for Ramaco Resources to predict all such factors. When considering these forward-looking statements, you should keep in mind the risk factors and other cautionary statements found in Ramaco Resources' filings with the Securities and Exchange Commission ("SEC"), including its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. The risk factors and other factors noted in Ramaco Resources' SEC filings could cause its actual results to differ materially from those contained in any forward-looking statement.

Cision View original content:https://www.prnewswire.com/news-releases/ramaco-resources-ceo-randall-w-atkins-appears-on-cnbcs-morning-call-to-discuss-critical-minerals-and-energy-market-trends-302785832.html

SOURCE Ramaco Resources, Inc.

FAQ

What did Ramaco Resources (NASDAQ: METC) CEO discuss on CNBC Morning Call on May 29, 2026?

Ramaco CEO Randall W. Atkins discussed the company’s coal operations, critical minerals platform, and global energy market dynamics. According to Ramaco, he focused on metallurgical coal exports, the Brook Mine project in Wyoming, and how geopolitical instability and coal prices affect international markets.

What is the Brook Mine project that Ramaco Resources (METC) highlighted on CNBC?

Brook Mine is Ramaco’s exploratory project in Sheridan, Wyoming focused on rare earths and critical minerals. According to Ramaco, the project aims to support domestic supply chains for advanced technologies, energy systems, and national security applications as part of its long-term critical materials strategy.

How much capital has Ramaco Resources (METC) raised to support its critical minerals strategy?

Ramaco raised nearly $1 billion over the past year to advance its projects. According to Ramaco, this capital positions the company to invest in and execute the Brook Mine development while supporting its broader critical minerals platform alongside existing metallurgical coal operations.

What share of Ramaco Resources’ (METC) metallurgical coal production is exported internationally?

Approximately two-thirds of Ramaco’s metallurgical coal production is exported to international markets. According to Ramaco, this export exposure links its revenue to global coal pricing dynamics, especially amid energy market disruptions and geopolitical instability affecting steel and energy demand worldwide.

How does Ramaco Resources’ dual-platform strategy in coal and critical minerals benefit METC investors?

Ramaco combines high-quality, low-cost metallurgical coal production with an emerging critical minerals platform. According to Ramaco, this dual-platform model balances near-term cash flow from coal with potential long-term growth from rare earths and critical materials development, potentially diversifying future revenue sources.