Episode 13: The Hormuz Hedge - Geopolitics Jolt the Coal Markets

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkThe Strait of Hormuz is the story of the week. Geopolitical tension in the Middle East has sent gas and oil prices soaring, creating a massive knock-on effect for global coal markets. Matt and Joe break down the price spikes, the shift from LNG to coal in Asia, and the "frothy" state of coal equities.Stocks mentioned: AMR, HCC, YAL.AX, WHC.AX, BTU, C&R, TER, THL, SMR.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.