After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments 097: Coal Industry Overview With Matt Warder
9 snips
Sep 27, 2023 Matt Warder, coal market expert and CEO of Seawolf Research, discusses the coal industry, including met coal, thermal coal, global coal markets, Alpha Metallurgical Resources, Consol Energy, Warrior Met Coal, demand drivers, business cycles, Console's export to India, factors influencing coal demand and pricing, future prospects, and positive experiences in the industry.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 5min
Exploring the Similarities Between Songwriting and Research
05:16 • 2min
Understanding the Coal Industry: Demand Drivers and Business Cycles
07:02 • 20min
Console's Export of Thermal Coal to India
27:17 • 12min
Understanding the Factors Influencing Coal Demand and Pricing in Different Regions
39:37 • 2min
Coal Industry Analysis and Potential Challenges
41:43 • 3min
Coal Industry's Future Prospects
44:42 • 16min
Positive Experience in the Coal Industry and Connecting on Twitter
01:00:41 • 2min