other material
confidence high
sentiment positive
materiality 0.85
Blue Creek nameplate capacity raised 25% to 6.0M short tons; NPV $5.4B, 35% IRR
WARRIOR MET COAL, INC.
- Nameplate capacity increased 25% to 6.0M short tons/yr from original 4.8M; total Warrior capacity to 14.0M tons/yr.
- At revised capacity, Blue Creek expected to generate ~$1.3B annual revenue, $735M adj. EBITDA, $637M free cash flow.
- NPV ~$5.4B, 35% IRR, 2.3-year payback; longwall start no later than Q2 2026.
- Project on budget ($995M-$1.075B); $716.5M spent through Dec 2024, fully funded by ops.