About this episode

Matt and Joe discuss the impact of inflation on coal prices and explore recent earnings reports.

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network The expected "shoulder season" lull has vanished as global energy security concerns and inflationary pressures push coal prices higher. Matt and Joe break down the massive moves in Richards Bay and Newcastle thermal pricing, the steady resilience of the Met coal curve, and why recent sell-offs in U.S. and Australian equities look like prime buying opportunities. Plus, a deep dive into Q1 earnings for CNR, BTU, AMR, and more. Stocks Mentioned: CNR, BTU, ARLP, AMR, HCC, METC, NRP, WHC.AX, YAL.AX, SMR.AX, NHC.AX, CRN.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.

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