Walter Scheller

Chief Executive Officer & Director, Warrior Met Coal

Search every verified Walter Scheller interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Walter Scheller, CEO of Warrior Met Coal, discussed the company's second-quarter 2026 performance during an earnings call, describing the period as a "key inflection point" driven by the ramp-up of its Blue Creek mine. He noted that the company realized incremental earnings and cash flow contributions from the project, with record sales volumes, improved pricing, and a lower cost profile contributing to over $103 million in free cash flow. Scheller also stated that the company raised its full-year sales and production volume guidance by half a million tons, increasing Blue Creek sales volume to 5 million short tons, with 90% already under contract. Scheller also addressed market conditions, saying he expects the market to remain sensitive to short-term supply disruptions, regional trade flows, and steel market conditions. He observed that while the premium coal segment remains relatively tighter than the broader steelmaking coal market, current steel fundamentals are not strong enough to support a sustained return to earlier price momentum, and he anticipated improvements in the supply of Australian premium coals. Additionally, he noted that the company is staffed to run four continuous miner units and a longwall at Blue Creek, with some openings still being filled.