Episode 7 - Met Coal Pops, Gas Surges: Coal Stocks Wake Up

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkIn Episode 7 Matt and Joe break down the surprise “two-handle” in premium met coal, the forward curve holding a bullish $220–250/t range, and the sharp rebound in coal equities driven more by factor flows than commodity moves. They also cover tightening U.S. gas markets, rising coal burn, and why Henry Hub in the $5–7 range could put U.S. thermal names back in the money, before touching on LNG oversupply, Asian demand, and a potential reset in Russian exports next year.Featured equities discussed: Core Natural Resources ($CNR), Peabody Energy ($BTU), Alliance Resource Partners ($ARLP), Alpha Metallurgical ($AMR), Warrior Met Coal ($HCC), Ramaco ($METC), Whitehaven Coal ($WHC.AX), New Hope ($NHC.AX), Yancoal ($YAL.AX), Stanmore ($SMR.AX).👉 Subscribe at TheCoalTrader.com or on Substack: thecoaltrader.substack.com 👉 Follow Matt on X: @MFWarder👉 More commodity market commentary: clearcommodity.net Disclaimer For information and discussion only - not investment advice. Do your own research.