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.

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.

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.

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.

Matt Warder, a coal market expert and returning guest, dives into the intricate world of coal in the context of AI technology and politics. He discusses how coal's role is evolving amid rising energy demands, especially from AI data centers. Warder analyzes the upcoming elections' potential impact on the coal market and provides insights on the Peabody $BTU situation, as well as the $CEIX and $ARCH merger. He highlights the significance of met coal in current market dynamics and explores innovative strategies to unlock value in this sector.