Episode 12 - Coal Country Transmission: Market Troughs and M&A Rumors

from The Coal Trader · host Clear Commodity Network

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkIn this landmark episode, Matt Warder broadcasts "boots on the ground" from an active coal mine. The guys break down the current "shoulder season" market dynamics, dissect recent earnings from Yancoal and NRP, and discuss why the U.S. East Coast price index is currently "proposterous".Stocks mentioned: YAL.AX, NRP, METC, AMR, BTU, ARLP, HNRG, BHP, WHC.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.

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This episode is 44 minutes long.

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This episode was published on March 2, 2026.

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