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Coal Trading with Hayn Park
The HC Commodities Podcast
The History of the Energy Transition
Being a coal trader has been the hottest seat in the energy transition in the last two years. The returns have been very quietly so yeah astronomical and I can't get anyone to talk about it right because no one said anyone else joining the party. If we think that the world is going to get more geopolitically sensitive then I can see the demand side for coal being quite uppity compared to the kind of stagnating to even decline supply side for coal. There's not a lot coming on in terms of the supply picture and the demand picture until last year.
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