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

Yet Another Value Podcast

Mar 26, 2024•1 hr 10 min

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Episode description

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

Chapters:

[0:00] Introduction

[1:27] High level thoughts on Coal

[6:07] Coal's investment narrative from last few years

[12:50] "Commodities don't die down, they die up" / down cycle in thermal coal

[16:07] Biden admin on coal

[21:38] Metallurgical coal ideas

[26:17] Global cost curve for metallurgical coal "met coal" / are we mining less efficiently?

[35:41] "Greening" of metallurgical coal?

[42:53] Domestic coal plays $AMR

[48:54] $HCC / Blue Creek Mine

[57:17] Does upcoming election matter for the coal investment case

[1:00:28] $HCC $AMR valuations

[1:06:09] Final thoughts on coal

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