EPISODE · Jun 10, 2026 · 29 MIN
Metal Matters on Markets Plus: Coal Fired Up
from Markets Plus · host BMO
Helen Amos and Katja Jancic discuss how the outlook for metallurgical and thermal coal prices has shifted following the major underground coal mine explosion in China in mid-May, which has triggered widespread closures, regulatory changes, and disciplinary action on several high-level government officials. They discuss what it might take for US met coal prices to close the gap with Pacific benchmarks, seasonal tailwinds for thermal coal, and implications of new US government coal funding.
What this episode covers
Helen Amos and Katja Jancic discuss how the outlook for metallurgical and thermal coal prices has shifted following the major underground coal mine explosion in China in mid-May, which has triggered widespread closures, regulatory changes, and disciplinary action on several high-level government officials. They discuss what it might take for US met coal prices to close the gap with Pacific benchmarks, seasonal tailwinds for thermal coal, and implications of new US government coal funding.
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Metal Matters on Markets Plus: Coal Fired Up
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