This episode’s guest is Matt Warder. Matt is the founder of Sea Wolf research where he covers the mining and metals space. I found Matt on coal Twitter and he has been a great follow that has increased my knowledge on the coal and mining space. 

This episode we discuss the current state of the domestic coal industry. We talk about the current conflict in Europe and the impact it is having on the mining and metals macro. Lastly we discuss the energy transition and how the world is going to need to have a lot more mining if the plan is to transition away from hydrocarbons. 

Hope you enjoy the show! 

Matt's Twitter: https://twitter.com/mfwarder 

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