Episode 18 - The Coal Trader Podcast: Global Supply Squeezes & The Structural Setup
From The Coal Trader by Clear Commodity Network
May 25, 2026 · 40 min · Episode 18
About this episode
The episode discusses significant developments in the global energy and coal markets, including pricing dynamics and regulatory changes.
Hosts: Matt Warder & Joe Aldina | Brought to you by: The Clear Commodity Network A massive news week across the global energy and coal complex. In this episode, Matt and Joe run the entire board: thermal coal is carving out a massive physical base, met coal is showing signs of structural support, and macro tailwinds are completely shifting the setup heading into the summer cooling peak The guys also dive deep into global energy dynamics, the massive freight rate moves, a broken domestic met coal pricing index, and a landmark regulatory shift out of China that changes the game for steel capacity. 👉 Subscribe at TheCoalTrader.com or on Substack: thecoaltrader.substack.com 👉 Follow Matt on X: @MFWarder 👉 More commodity market commentary: clearcommodity.net Stocks & Tickers Mentioned: AMR | ARLP | CRN.AX | WHC.AX | YAL.AX | SMR.AX Disclaimer: For information and discussion only—not investment advice. Do your own research.
People in this episode
Hosts: Matt Warder, Joe Aldina
Topics covered
- global energy dynamics
- coal market analysis
- freight rate movements
- met coal pricing
- regulatory changes
- summer cooling peak
Keywords
- thermal coal
- met coal
- freight rates
- domestic pricing index
- China regulations
- energy supply
- market commentary
Sponsors
Clear Commodity Network
Mentioned in this episode
Organizations: TheCoalTrader.com, Substack, clearcommodity.net, AMR, ARLP, CRN.AX, WHC.AX, YAL.AX, SMR.AX
Places: China
More episodes of The Coal Trader
- Episode 19 - Macro Meltdown or Commodity Boom? What’s Driving the Next Coal Cycle · June 12, 2026 · 57 min
- Episode 17 - Market Inflation & Buying Opportunities: Earnings Recap · May 12, 2026 · 39 min
- Episode 16 - The Coal Trader: Buybacks vs. Benchmarks: Navigating the U.S. Coal Pricing Gap · April 28, 2026 · 47 min
- Episode 15 - Volatility, Ceasefires, and the Shoulder Season Setup · April 10, 2026 · 51 min
- 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
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