My Coal Stocks and Why I'm Not Worried About Uranium (Yet) | Matt Warder Interview
Matt Warder interview about coal, coal stocks, and a bit of uranium.
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Timestamps
00:00 Intro
01:00 Why coal, why now?
06:25 Are coal power plants shutting down?
08:40 Do data centers matter for coal demand?
11:25 Does coal need data centers?
14:00 Does ESG matter to coal prices?
19:05 Will coal be $450 ever again?
24:15 When will coal prices rise again?
27:55 Are China & India a risk to the coal thesis?
30:32 Will coal demand in China be lower soon?
34:10 Will nuclear in China hurt coal demand?
36:15 Are coal logistics important?
41:20 What geopolitics matter most for coal demand?
47:30 Does Africa's coal demand matter?
49:18 Would Matt ever short coal?
57:10 What coal stocks does Matt like?
01:06:45 What's in Matt's coal portfolio?
01:11:40 Does coal trading work for Matt?
01:13:15 Why sell a newsletter instead of trade stocks?
01:18:30 Important takeaways
01:21:00 Outro
