Coal Market Outlook: Supply, Demand, and Geopolitical Uncertainties with Matt Warder episode artwork

EPISODE · Jan 25, 2025 · 1H

Coal Market Outlook: Supply, Demand, and Geopolitical Uncertainties with Matt Warder

from In it to Win it · host Steve Barton

Welcome to 'In It to Win It' with Steve Barton! Join Steve Barton as he interviews Matt Warder. Matt the Director of Seawolf Research as they explore the forces shaping the coal industry in 2025. From China's waning demand and India's growth surge to major industry mergers and supply rationalization, this episode uncovers the trends, challenges, and opportunities in thermal and metallurgical coal markets. Gain exclusive insights into the macroeconomic backdrop, geopolitical uncertainties, and forecasts for the future of energy. If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing!   Connect with Matt Warder! Twitter: https://x.com/mfwarder LinkedIn: https://www.linkedin.com/in/mfwarder/ Substack: https://substack.com/@seawolfresearch    Metals Investment Forum! MIF Companies: https://metalsinvestorforum.com/exhibitors/exhibiting-companies/ Affiliates / Tools for Success that I Love and find Helpful: Rule Classroom (Free)  Rule Classroom Plus ($29 per month)   TradingView (Free) Lobo's Copper Report (Free)  Lobo's Greatest Discovery of His Career (Free) Uranium Newsletter SilverChartist   Chapters 00:00 Fueling the Future: Coal Insights with Matt Warder 02:49 Global Tides: The Steel & Coal Wave 05:25 Inside India's Steel Surge and China's Decline 08:34 Copper Dreams or Coal Deals? 09:53 Market Mysteries: The Glencore Equation 11:23 Understanding Glencore: Investment Prospects & Dividends 12:46 Coal Connections: Building Bridges 17:54 Understanding Coal Prices in 2025: North America vs. Australia 19:28 Trend Alert: Coal Mining Industry 21:09 Building Tomorrow with Coal's Return 30:40 The Pulse of Coal: Today's Stats 31:31 Coal, Tariffs, and the Global Game 35:06 Forecasting the Coal Market 36:27 China Steel Shake-Up: What's Next? 38:30 Corporate Resilience: Behind the Scenes 39:54 Understanding Mining Operations with Ramico 42:19 Investing in Coal: Risks & Opportunities 45:13 The Global Energy Game: Who Wins? 46:10 Coal vs Gas: The Energy Showdown! 46:45 Hot Stocks and Fiery Risks: Metcol's Big Move 50:59 Coal Market Exposed: What's Happening? 55:38 How to Gauge Colonial's Stock Forecast 57:12 Ride the Commodity Rollercoaster: Making Money in Volatile Times   DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.   #MattWarder #CoalMarket #SeawolfResearch #ThermalCoal #MetallurgicalCoal #Geopolitics #EnergyDemand #CoalForecast #ChinaCoal #IndiaCoal #Macroeconomics #EnergyMarkets #Glencore #RioTinto #SteveBarton #InItToWinIt

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Coal Market Outlook: Supply, Demand, and Geopolitical Uncertainties with Matt Warder

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This episode was published on January 25, 2025.

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Welcome to 'In It to Win It' with Steve Barton! Join Steve Barton as he interviews Matt Warder. Matt the Director of Seawolf Research as they explore the forces shaping the coal industry in 2025. From China's waning demand and India's growth surge...

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