Arbitration ProceedingsAnglo American officially initiated arbitration proceedings in response to the termination of the purchase agreements, and the arbitration case could take years to resolve.
Thermal Segment CostsOther US thermal and seaborne thermal results came below expectations due to higher costs.
Unplanned Outage ImpactAn unplanned dragline outage led to higher cost/ton in the Other Thermal segment, contributing to the 3Q miss.