Episode 18 - The Coal Trader Podcast: Global Supply Squeezes & The Structural Setup

Hosts: Matt Warder & Joe Aldina | Brought to you by: The Clear Commodity NetworkA massive news week across the global energy and coal complex. In this episode, Matt and Joe run the entire board: thermal coal is carving out a massive physical base, met coal is showing signs of structural support, and macro tailwinds are completely shifting the setup heading into the summer cooling peak The guys also dive deep into global energy dynamics, the massive freight rate moves, a broken domestic met coal pricing index, and a landmark regulatory shift out of China that changes the game for steel capacity.👉 Subscribe at TheCoalTrader.com or on Substack: thecoaltrader.substack.com 👉 Follow Matt on X: @MFWarder 👉 More commodity market commentary: clearcommodity.netStocks & Tickers Mentioned: AMR | ARLP | CRN.AX | WHC.AX | YAL.AX | SMR.AX Disclaimer: For information and discussion only—not investment advice. Do your own research.