About this episode

In this episode, Matt and Joe discuss the recent developments in met coal prices and coal equities, alongside the dynamics of U.S. gas markets and global demand.

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network In Episode 7 Matt and Joe break down the surprise “two-handle” in premium met coal, the forward curve holding a bullish $220–250/t range, and the sharp rebound in coal equities driven more by factor flows than commodity moves. They also cover tightening U.S. gas markets, rising coal burn, and why Henry Hub in the $5–7 range could put U.S. thermal names back in the money, before touching on LNG oversupply, Asian demand, and a potential reset in Russian exports next year. Featured equities discussed: Core Natural Resources ($CNR), Peabody Energy ($BTU), Alliance Resource Partners ($ARLP), Alpha Metallurgical ($AMR), Warrior Met Coal ($HCC), Ramaco ($METC), Whitehaven Coal ($WHC.AX), New Hope ($NHC.AX), Yancoal ($YAL.AX), Stanmore ($SMR.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

• met coal
• gas markets
• coal equities
• thermal coal
• LNG oversupply
• Asian demand
• Russian exports

Keywords

• met coal
• coal stocks
• gas markets
• thermal coal
• LNG
• Asian demand
• Russian exports

Sponsors

Clear Commodity Network

Mentioned in this episode

Products: Core Natural Resources, Peabody Energy, Alliance Resource Partners, Alpha Metallurgical, Warrior Met Coal, Ramaco, Whitehaven Coal, New Hope, Yancoal, Stanmore

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