Rephonic
Artwork for The Coal Trader
Thermal Coal
China
Metallurgical Coal
India
Met Coal
Powder River Basin
Coal
Illinois Basin
Natural Gas
Anglo
Coronado Coal
BHP
Rare Earths
Newcastle
Europe
METC
New Hope Coal
Consol
Blue Creek
Northeast Asia

The Coal Trader Podcast cuts through the noise in global coal markets. Hosted by industry veterans Matt Warder and Joe Aldina, the brains behind thecoaltrader.com, this podcast delivers sharp insights on thermal and met coal, pricing trends, supply shifts, and key company news. Perfect for retail investors tracking energy and commodities. Follow for regular updates that help you invest smarter.

PublishesMonthlyEpisodes7Founded4 months ago
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Artwork for The Coal Trader

Latest Episodes

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network

In Episode 7 Matt and Joe break down the surprise “two-handle” in premium met coal, the forward curve holding a bullish $220–250/t range, and the sharp rebound in coal e... more

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network

Thermal tightens, met holds firm near $200, and Goldman’s zero-value call on Ramaco’s rare earths sends coal equities sliding into tax-loss season. Matt and Joe dig into... more

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network

Matt and Joe sit down in person in to rip through a month’s worth of action: thermal coal’s rerate off sub-$90, a steadier met tape, Warrior’s standout quarter on Blue C... more

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network

A big news week in coal. Matt and Joe run the board: thermal is basing, met has bounced, and U.S. power/LNG tailwinds support the setup. They also field listener questio... more

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Recent Guests

Rory Johnston
Host of the Oil Ground Up Podcast and founder of Commodity Context
Commodity Context
Episode: Episode 5 - Thermal Rerate, Warrior’s Beat, and Coal Cycle Math

Hosts

Matt Warder
Host of discussions focusing on coal markets, pricing trends, and investment insights in the energy sector.
Joe Aldina
Co-host providing insights into coal market dynamics, pricing, and investment strategies for coal stocks.

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Talking Points

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Episode 5 - Thermal Rerate, Warrior’s Beat, and Coal Cycle Math
Q: How does the coal market's reliability give an edge in predicting stock price moves?
The coal market cycles can provide insights, but stock performance is often driven by broader market movements and investor sentiment.
Episode 5 - Thermal Rerate, Warrior’s Beat, and Coal Cycle Math
Q: How do coal companies handle cycles in capital allocation decisions and shareholder return?
They manage balance sheets conservatively to survive downturns and return value to shareholders during profitable periods.
Episode 5 - Thermal Rerate, Warrior’s Beat, and Coal Cycle Math
Q: Why does the MET coal market move in a five-year cycle?
It's a capital-intensive business where supply takes a long time to respond to demand, leading to cyclical patterns.
Episode 5 - Thermal Rerate, Warrior’s Beat, and Coal Cycle Math
Q: Would it make sense to value Warrior Coal by their net cash provided by operating activities?
The valuation is arbitrary and depends on peer comparisons rather than just one metric.
Episode 3 - Met Cuts, Thermal Signals & Royalty Shock
Q: Could you explain more about why China addressing its steel capacity would simply bring higher coal prices?
Reducing steel capacity would mean reduced exports, leading to increased reliance on seaborne markets and potentially higher demand for global coal, lifting coal prices.

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Frequently Asked Questions About The Coal Trader

What is The Coal Trader about and what kind of topics does it cover?

Focused on the intricacies of the coal market, this podcast offers listeners an in-depth exploration of both thermal and metallurgical coal. The discussions feature current pricing trends influenced by global dynamics and critical factors affecting the industry, such as supply chain shifts and significant company developments. With insights drawn from financial reports and market analysis, listeners can expect to gain a deeper understanding of coal investments, including implications stemming from news impacting coal stocks. The hosts provide their perspectives on market cycles, pricing benchmarks, and investment strategies aimed at retail investors, making this series a valuable resource for those interested in energy and commodities inves... more

Where can I find podcast stats for The Coal Trader?

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How many listeners does The Coal Trader get?

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To see how many followers or subscribers The Coal Trader has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Coal Trader?

These podcasts share a similar audience with The Coal Trader:

1. Value Hive Podcast
2. Money of Mine
3. Monetary Matters with Jack Farley
4. Wealthion - Be Financially Resilient
5. Macro Voices

How many episodes of The Coal Trader are there?

The Coal Trader launched 4 months ago and published 7 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Coal Trader?

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Where can I see ratings and reviews for The Coal Trader?

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What guests have appeared on The Coal Trader?

Recent guests on The Coal Trader include:

1. Rory Johnston

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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