Matt Warder, @mfwarder on Twitter/X, is back on the podcast to discuss all things Coal, including: overall thoughts on coal at this point September 2024, vision for coal with AI, met coal, upcoming election, Peabody $BTU 13D, $CEIX $ARCH merger and more!
You can Follow Matt Warder on Twitter/X @mfwarder: https://twitter.com/mfwarder
Matt Warder's first appearance on YAVP: https://www.youtube.com/watch?v=DF0uGS4swLM
Chapters:
[0:00] Introduction + Episode sponsor: Tegus
[2:31] Where we are in the overall coal market
[4:38] Coal for AI overview
[12:18] Overall supply/demand for Metallurgical "met" coal
[17:35] How does the election affect coal market
[21:31] Vision for Coal and AI, how does coal morph into an AI play
[30:26] AI arms race and building AI data centers, timeline to building this AI / Coal power play and how should folks think about new coal plants in America
[35:21] Final thoughts on AI and Coal
[38:31] Peabody $BTU 13D
[46:40] Peabody and Consol Energy / Arch Resource merger conference calls; why are management communicating this way
[49:16] Insider ownership in Coal stocks
[55:37] Other levers that could be pulled to unlock value in PRB
[59:38] How to think about met coal stocks right now and their performance
[1:03:21] $BTU corporate action ideas
[1:05:45] Comments on $CEIX $ARCH merger
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