About this episode

Matt and Joe discuss the volatility in energy markets and its implications for coal stocks during the shoulder season.

As energy markets stare down the "shoulder season," Matt and Joe break down the massive volatility coming out of the Strait of Hormuz and what it means for coal stocks. With prices pulling back across the board, the duo explains why this isn't a reversal of the bull thesis, but rather a "Great Accumulation" phase for those eyeing 2026–2027. Stocks Mentioned: BTU, ARLP, AMR, HCC, METC, GLEN.L, HNRG, WHC.AX, YAL.AX, NHC.AX, NRP, CEIX 👉 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, Joe

Topics covered

• energy markets
• volatility
• coal stocks
• shoulder season
• investment strategy

Keywords

• volatility
• coal stocks
• shoulder season
• energy markets
• investment

Mentioned in this episode

Organizations: Clear Commodity Network

Products: BTU, ARLP, AMR, HCC, METC, GLEN.L, HNRG, WHC.AX, YAL.AX, NHC.AX

More episodes of The Coal Trader

• Episode 14: Hormuz, Gas Spikes & The "Ayatollah Toll" · April 1, 2026 · 31 min
• Episode 13: The Hormuz Hedge - Geopolitics Jolt the Coal Markets · March 16, 2026 · 43 min
• Episode 12 - Coal Country Transmission: Market Troughs and M&A Rumors · March 2, 2026 · 44 min
• Episode 11 - Shoulder Season Strategies: Met Coal Pullbacks and South African Surges · February 16, 2026 · 51 min
• Episode 10 - Freezing Grids & Firming Prices: Why Coal is Outperforming Gas in the Deep Freeze · February 3, 2026 · 56 min
• Episode 9 - Met Coal Rips, Europe Gas Spikes, and Coal Stocks Catch Fire · January 18, 2026 · 52 min

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