{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-065410","form_type":"8-K","ticker":"HNRG","cik":"0000788965","company_name":"HALLADOR ENERGY CO","filed_at":"2026-10-08T12:59:42+00:00","discovered_at":"2026-10-08T13:01:00.247423+00:00","generated_at":"2026-10-12T15:35:58.010205+00:00","sec_items":["1.01","2.03","7.01","9.01"],"event_type":"other_material","sentiment":"positive","materiality_score":0.78,"calibrated_materiality_score":0.78,"confidence":"high","headline":"Hallador signs 6-year Duke Energy Indiana power deals worth ~$700M; forward sales book reaches $3B","bullets":["Six-year capacity and energy agreements with Duke Energy Indiana run June 1, 2029 through May 31, 2035: 225 MW/day accredited capacity (~$271M) plus 200 MW average energy (~$422M est.).","Total contracted revenue per MWh climbs from $46.07 in 2026 to $73.26 in 2030 and $75.35 for 2031-2035; total forward contracted revenue is $2.99B at the segment level.","Capacity price is Hallador's highest to date and more than 20% above the capacity contract announced in March 2026; about 95% of Merom accredited capacity is contracted through 2035.","Standby letters of credit: $3.5M rising to $7.0M in Jan 2029, then $4.5M (June 2031) and $2.7M (June 2033) under the PPA; $6M to $12M to $8M to $3M under the ZRC deal.","Hallador is advancing the 460 MW Turtle Creek gas project beside Merom and filed its air permit application Sept. 25, 2026; approval would lift total generating capacity over 40%."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-065410","json":"https://secwatch.observer/filing/0001628280-26-065410.json","markdown":"https://secwatch.observer/filing/0001628280-26-065410.md","text":"https://secwatch.observer/filing/0001628280-26-065410.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/788965/000162828026065410/0001628280-26-065410-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/788965/000162828026065410/hnrg-20261007.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-12T15:35:58.010205+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}