Coal Industry Deep Dive: What Investors Need to Know!

Welcome to 'In It to Win It' with Steve Barton! In this must-watch episode, coal expert Matt Warder from Seawolf Research discusses the current state of the coal industry. Discover the latest trends in thermal and metallurgical coal, the impact of global geopolitics, and how Trump could affect the coal market. Whether you’re an investor or energy enthusiast, this video is packed with actionable insights!

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Chapters
00:00 Welcome & Introduction to Matt Warder
01:58 The Macro View: Thermal vs. Met Coal Markets
05:30 Impact of Natural Gas on Thermal Coal
06:44 Met Coal Market Dynamics
10:18 Key Price Levels
14:46 Donald Trump and Coal: Regulatory Environment
17:15 U.S. and Global Coal Reserves: A Long-Term Perspective
19:21 Investment Dilemma: Warrior Met Coal vs. AMR
21:10 Shareholder Return Programs and Acquisitions
22:15 Speculating on Coal Asset Buyers: Glencore and Yancoal
23:22 The Current State of The Arch and Console Merger
23:46 Blackwater's Market Position and Growth
25:53 Challenges and Management at Whitehaven
27:55 Analyzing Newcastle Prices
29:39 Domestic Thermal Coal Demand and ARLP's Steady Production
33:00 Government Subsidies and Policies
37:39 Glencore's Stance on Coal Divestment
38:24 Thermal Coal Assets in Columbia
39:06 Can AMR, Arch, and Console Grow Revenue?
41:01 Colonial Coal and Development Challenges
41:46 Lowest Cost Quartile and Long Life Assets
45:49 Conclusion and Wrap Up

DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
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[Jon-qg]

Thank you for the comparison of $HCC and $AMR, that harmonizes with my view. Might want them both actually

[bellavistadanes]

This was great! I’ve been enjoying my ride up with HCC and was nice to hear conformation that there’s still upside ahead. Thank you Matt snd Steve

[ReganZiegler-ls]

Excellent interview Steve!!! Great job as usual!!

[joelspicher]

great video as always ! makes me want to add to Warrior Met Coal !

[indsov]

Trader Ferg is raving about this interview in his latest "Ferg's Finds".

[richardmay]

Love the COAL ETF. But where's my dividends?

[gabrielcastillo]

I’m wondering if Mohnish sold $ARCH and piled onto Consol $CEIX because of the $60million possible insurance payout of the bridge collapse.

[gs]

Love this guy, hopefully he talks about the 5 to 10 year demand structure for Cole, especially with a new administration and regulatory process that may affect demand and production, and if he still expects warrior to do what alpha metallurgical did and whether that’s a good long-term play

[aumpatel]

Get i don't know if this question was answered, but how likely is it that amr will get the rest of the tons locked in at the 150 price point