Episode 11 - Shoulder Season Strategies: Met Coal Pullbacks and South African Surges

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkAs the market enters "shoulder season" (the period where weather-driven demand typically sags) Matt and Joe break down the divergence between thermal and met coal. While thermal markets in South Africa and Australia are seeing surprising strength, met coal is beginning to show "red on the screen" as Chinese New Year approaches. The duo also dives into recent earnings from Warrior Met Coal and Core Natural Resources, plus a look at the rare-earth potential hiding in the Powder River Basin.Stocks Mentioned: $BTU, $ARLP, $AMR, $HCC, $METC, $CNR, $NRP, $WHC.AX, $YAL.AX, $SMR.AX, $MTM.AX👉 Subscribe at TheCoalTrader.com or on Substack: thecoaltrader.substack.com 👉 Follow Matt on X: @MFWarder 👉 More commodity market commentary: clearcommodity.netDisclaimer: For information and discussion only - not investment advice. Do your own research.