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Yet Another Value Podcast

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

Mar 26, 2024
Matt Warder, expert in coal markets, discusses high-level thoughts on coal, regulation impact, 'greening' of metallurgical coal, $AMR, $HCC, and upcoming election's effect on coal investments. Topics include Biden admin on coal, global cost curve for metallurgical coal, and valuations of $HCC and $AMR.
01:09:48

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Quick takeaways

  • Metallurgical coal stability post-COVID offers investment stability.
  • Transition to greener practices impacts steel production costs and processes.

Deep dives

Overview of Coal Market Dynamics

The coal industry encompasses a diverse range of products serving utilities, industrial sectors, and steel production. Thermal coal powers plants, while metallurgical coal is essential for steel manufacturing. The global coal market faces challenges like competition from natural gas, impacting prices. Metallurgical coal prices have stabilized post-COVID, offering more stability compared to thermal coal affected by natural gas pricing fluctuations.

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