Episode 14: Hormuz, Gas Spikes & The "Ayatollah Toll"
About this episode
The episode discusses the impact of geopolitical tensions in the Strait of Hormuz on energy markets, particularly coal and gas prices.
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network A massive week for energy markets as geopolitical tensions in the Strait of Hormuz send shockwaves through the coal and gas sectors. Matt and Joe break down the sudden price spikes, the "Ayatollah Toll," and why thermal coal is riding the coattails of a tightening LNG market. Stocks mentioned: CEIX, ARLP, AMR, HCC, METC, GLEN.L, WHC.AX, YAL.AX, SMR.AX, NRP, CRN.AX, TER.AX 👉 Subscribe at TheCoalTrader.com or on Substack: thecoaltrader.substack.com 👉 Follow Matt on X: @MFWarder 👉 More commodity market commentary: clearcommodity.net Disclaimer: For information and discussion only - not investment advice. Do your own research.
People in this episode
Hosts: Matt Warder, Joe Aldina
Topics covered
- energy markets
- geopolitical tensions
- price spikes
- coal sector
- gas sector
- LNG market
- thermal coal
Keywords
- energy markets
- Strait of Hormuz
- coal
- gas
- price spikes
- LNG
- thermal coal
- geopolitical tensions
Sponsors
Clear Commodity Network
Mentioned in this episode
Organizations: CEIX, ARLP, AMR, HCC, METC, GLEN.L, WHC.AX, YAL.AX, SMR.AX, NRP
Products: thermal coal, LNG
Places: Strait of Hormuz
More episodes of The Coal Trader
- Episode 15 - Volatility, Ceasefires, and the Shoulder Season Setup
- Episode 13: The Hormuz Hedge - Geopolitics Jolt the Coal Markets
- Episode 12 - Coal Country Transmission: Market Troughs and M&A Rumors
- Episode 11 - Shoulder Season Strategies: Met Coal Pullbacks and South African Surges
- Episode 10 - Freezing Grids & Firming Prices: Why Coal is Outperforming Gas in the Deep Freeze
- Episode 9 - Met Coal Rips, Europe Gas Spikes, and Coal Stocks Catch Fire
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