Kontrarian Korner #40 - Matt Warder

Last week I had Matt Warder back on the podcast to give us an update on the coal sector. We talked about why it might be tough sledding in 2025 for coal stocks, the different companies in the US and Australia, and more. You can find Matt on Twitter and on Substack below. He is must follow for any investor interested in the coal sector.

Podcast Summary

* His broad outlook for thermal and metallurgical coal, the impact of LNG on thermal, and why he thinks 2025 is going to be the cycle trough for met coal.

* The impact of potential tariffs on the coal sector.

* His outlook for China, and the uncertainty on how a potential trade war could play out.

* His view on some of the stocks in the sector, and the potential for further M&A.

* We also looked briefly at some of the Australian stocks in the coal sector.

* The bankruptcies of smaller players here in the US and what might happen to Corsa Coal after they filed for bankruptcy.

* Where he’s looking for opportunities outside of the coal sector.

* The potential for a coal powered data center in the Powder River Basin in Wyoming.

* Book Recommendation: Buried Treasure by Otto Scott.

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