Join experts Andy and Matt Warder as they discuss the long-term thesis for the coal industry, focusing on market trends, supply issues, and global demand. They delve into the complexities of coal supply and demand dynamics, the impact of geopolitical events like the Russia-Ukraine war, and regional markets, including China, India, and Europe. The conversation also touches on the recovery potential of the U.S. domestic coal market, the role of tariffs, and practical investment timelines for coal-related stocks. Perfect for industry watchers, investors, and anyone keen on understanding the future of coal in both thermal and metallurgical segments.
For more on Matt Warder: https://substack.com/@seawolfresearch Follow Matt on X: https://x.com/mfwarder Join us at: https://naturalresourcestocks.net/ Apple Podcasts: https://podcasts.apple.com/us/podcast/natural-resource-stocks/id1689449174 Spotify: https://open.spotify.com/show/0BJGmP8oztWBdsquqeELLh
