Matt Warder shares state of the coal markets + $AMR $HCC from Yet Another Value Podcast

Matt Warder shares state of the coal markets + $AMR $HCC

1 hour 9 minutes Posted Mar 26, 2024 at 12:22 pm.

] Introduction

] High level thoughts on Coal

] Coal's investment narrative from last few years

] "Commodities don't die down, they die up" / down cycle in thermal coal

] Biden admin on coal

] Metallurgical coal ideas

] Global cost curve for metallurgical coal "met coal" / are we mining less efficiently?

] "Greening" of metallurgical coal?

] Domestic coal plays $AMR

] $HCC / Blue Creek Mine

] Does upcoming election matter for the coal investment case

] $HCC $AMR valuations

] Final thoughts on coal

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Show notes

Matt Warder, @mfwarder on Twitter/X, joins the podcast to discuss all things Coal, including: high level thoughts on coal, investing narrative from last few years, regulation, "greening" of metallurgical coal, $AMR, $HCC, upcoming election's impact on coal investment case and more!

You can Follow Matt Warder on Twitter/X @mfwarder: https://twitter.com/mfwarder

Range Global Resources Coal ETF: https://rangeetfs.com/coal

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