Episode 1: U.S. Thermal vs. Met Coal Markets, Pricing Benchmarks & Equity Insights

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkTickers Mentioned: $BTU, $ARLP, $AMR, $HCC, $METC, $GLEN.LIn this debut episode, Matt and Joe break down the fundamentals of the global coal market - starting with a deep dive into U.S. thermal coal basins and how they feed into domestic power demand and global exports.We cover:Key differences between thermal and metallurgical coal and their market driversU.S. coal basin economics: from Wyoming to AppalachiaHow coal prices translate to cash flow and margins for major U.S. producersGlobal price benchmarks: API2, Newcastle, Richards BayWhat’s driving recent price trends in China, India, Europe, and U.S. utilitiesA primer on the steel cycle, metallurgical coal quality specs, and which companies stand to benefitFeatured equities: Core Natural Resources, Peabody Energy, Alliance Resource Partners, Alpha Metallurgical, Warrior Met Coal, Ramaco, Glencore, and WhitehavenExpect data-backed insights, real margin math, and honest takes on where the coal market stands - and where it’s heading.Subscribe at ⁠TheCoalTrader.com or on Substack at ⁠thecoaltrader.substack.com.Follow Matt on X: @MFWarder For more commodity market commentary visit the Clear Commodity website at https://clearcommodity.net/