Matt Warder - What You Need To Know When Investing In The Coal Market And Equity Insights скачать в хорошем качестве

Matt Warder - What You Need To Know When Investing In The Coal Market And Equity Insights

Coal remains central to both power demand (AI data centers, baseload needs) and steelmaking (met coal). Matt Warder, Publisher of The Coal Trader, outlines where the market sits in its cycle and how equities are positioning for the next leg higher. Key Points: Thermal vs met coal: distinct demand drivers (power vs steel). AI data centers + global power needs may keep coal in the mix. China still dominant near-term; India a key long-term growth driver. Coal cycles run ~5 years - next peak expected by 2026–27. Company catalysts: cost curves, production growth, buybacks, and dividends. Stocks discussed: AMR, HCC, METC, NRP, BTU, ARLP, CNR Click the following links to keep up to date on the coal market and coal stocks Substack - https://thecoaltrader.substack.com/ Podcast - https://clearcommodity.net/podcasts/t... Timestamps 00:00 Overview of The Coal Trader and Its Services 02:17 Matt's Background and Expertise 03:06 Current Trends in the Coal Market 04:29 Impact of AI Data Centers on Power Demand 06:41 China's Role in the Global Coal Market 08:24 Investment Strategies in the Coal Sector 12:48 Major Coal Companies and Their Outlook 17:17 Hybrid Coal Companies and Their Prospects 21:06 Trading Recommendations and Subscriber Guidance Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned. . Visit our new Substack for a summary of this interview - https://kereport.substack.com/ . Listen to the podcast on our website: https://www.kereport.com/ Subscribe to our Podcast on Spotify: https://rebrand.ly/Spotify_subscribe . For price quotes on metals and commodities visit - https://clearcommodity.net/ . Follow us on social media: 🔗   / thekereport