SunCoke Energy, Inc. (SXC) SEC Filings & Earnings Calls

Change in control may trigger governance or strategic shifts; limited information available.

“Item 5.01 filed; no details on acquirer or terms.”

Haverhill I shutdown impact

“Volumes during the three and six months ended June 30, 2026 decreased due to the shutdown of our Haverhill I cokemaking facility.” · word for word

Middletown turbine failure impact

“Energy and other during the three and six months ended June 30, 2026 decreased due to the turbine failure at our Middletown cokemaking facility partially offset by favorable pricing during the current year periods.” · word for word

Higher interest expense

“Interest expense, net, during the three and six months ended June 30, 2026 increased as a result of interest incurred on higher Revolving Facility borrowings.” · word for word

Lower blast coke sales volumes due to Haverhill I shutdown

“lower blast coke sales volumes due to the shutdown of our Haverhill I cokemaking facility” · word for word

Middletown turbine failure impacted energy sales

“lower energy sales due to the Middletown cokemaking facility turbine failure” · word for word

Customer concentration

“Cliffs Steel accounted for 58% of total revenue in Q1 2026.”

Facility shutdown costs

“Incurred $6.4 million in site closure costs related to the Haverhill I shutdown and Phoenix Global site closures.”

Integration risk

“The Company is currently in the process of assessing and integrating Phoenix Global's internal control over financial reporting.”

Debt covenant compliance

“As of March 31, 2026, the Company was in compliance with all applicable debt covenants.” · word for word

No material risk from these changes; routine governance transitions.

“Director retirement not due to disagreement; CFO appointment previously announced.”

Customer Concentration Risk

“Customers under long-term, take-or-pay agreements include Cleveland-Cliffs Steel Holding Corporation and Cleveland-Cliffs Steel LLC, both subsidiaries of Cleveland-Cliffs Inc. and collectively referred to as 'Cliffs Steel', United States Steel Corporation ('U.S. Steel'), and Algoma Steel Inc.” · word for word

Algoma Steel Contract Breach

“At the end of the third quarter of 2025, we were notified of Algoma Steel's breach of contract and refusal to accept any additional coke tons.” · word for word

Environmental Regulatory Compliance Cost

“On July 5, 2024, the EPA published a final rule that imposes various new emissions limits and other requirements under both categories of MACT standards regulating our cokemaking facilities.” · word for word

Aging Coke Oven Maintenance Risk

“our ability to repair aging coke ovens to maintain operational performance” · word for word

EAF Steelmaking Displacement

“We monitor the development of competing technologies carefully, such as steelmakers' growing use of electronic arc furnaces as an alternative to blast furnace technology, which requires less or alternatives to coke.” · word for word

CFO transition risk but mitigated by internal promotion

“Planned retirement with internal successor”

Customer concentration risk

“Single customer Cleveland-Cliffs Steel LLC for coke supply.”

Customer contract dispute

“At the end of the third quarter of 2025, we were notified of Algoma Steel Inc's refusal to accept any additional coke tons.” · word for word

Coke oven aging and maintenance

“our ability to repair aging coke ovens to maintain operational performance” · word for word

Customer concentration risk

“severe financial hardship or bankruptcy of one or more of our major customers, or the occurrence of a customer default or other event affecting our ability to collect payments from our customers” · word for word

Coal supply risk

“variation in availability, quality and supply of metallurgical coal used in the cokemaking process, including as a result of non-performance by our suppliers” · word for word

Customer contract breach deferring ~200K tons of coke sales, impacting full-year guidance.

“deferral of approximately 200,000 tons of coke sales due to a breach of contract by one of our coke customers.” · word for word

Logistics volumes did not recover as expected due to persistent weak market conditions.

“volumes at our logistics terminals did not recover to the degree we previously expected due to persistent weak market conditions.” · word for word