Matt Warder
Expert in the coal industry, known for his insightful analysis and understanding of coal markets and companies. Provides consulting services through Seawolf Research.
Top 5 podcasts with Matt Warder
Ranked by the Snipd community
9 snips
Sep 27, 2023 • 1h 3min
097: Coal Industry Overview With Matt Warder
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.
5 snips
Sep 22, 2023 • 46min
Talking Coal and its Necessity for an Energy Transition with Matt Warder
Matt Warder, an experienced coal analyst from West Virginia with a background in music, discusses the boom in coal markets during COVID-19, the Russia-Ukraine conflict, and the future prospects of metallurgical coal and its importance in China's energy transition.
Feb 28, 2025 • 1h 15min
Matt Warder: Coal, Precious Metals, and Dinner with Mohnish Pabrai
In this conversation, Matt Warder, a coal industry expert from Seawolf Research, shares his deep insights on the evolving coal market and why coal stocks remain undervalued. He discusses the implications of metallurgical coal for steel production and the expected uptick in coal output. Additionally, Matt reflects on his memorable dinner with investor Mohnish Pabrai, offering valuable lessons from that experience. His unique journey from aspiring medical student to coal consultant adds a personal touch to this intriguing exploration of commodities.
Mar 26, 2024 • 1h 10min
Matt Warder shares state of the coal markets + $AMR $HCC
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.
Sep 3, 2025 • 24min
Matt Warder - What You Need To Know When Investing In The Coal Market And Equity Insights
In this insightful discussion, Matt Warder, Publisher of The Coal Trader and an expert in coal and metals, dissects the intricate dynamics of the coal market. He explains the vital roles of thermal and metallurgical coal in power generation and steel production. With AI data centers driving demand, Matt highlights China's dominance and India's potential for growth. He outlines the cyclical nature of coal, forecasting a peak by 2026–27, and shares key stock insights, including catalysts like cost efficiencies and production growth for investors.
