Episode 8 – Met Coal Takes the Lead: Prices Surge, Stocks Lag
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network
In Episode 8 of the Coal Trader Podcast, Matt Warder and Joe Aldina break down a bifurcated coal market as met coal strength contrasts with sideways thermal pricing. The hosts dive into futures, physical pricing, equity performance, and a deep slate of listener questions covering U.S. vs. Australian coal, cycle timing, buybacks, and long-term investment strategy
Featured Equities Discussed - Alpha Metallurgical ($AMR), Warrior Met Coal ($HCC), Peabody Energy ($BTU), Core Natural Resources ($CNR), Alliance Resource Partners ($ARLP), Ramaco Resources ($METC), Natural Resource Partners ($NRP), Whitehaven Coal ($WHC.AX), Yancoal Australia ($YAL.AX).
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Disclaimer For information and discussion only - not investment advice. Do your own research.
