As energy markets stare down the "shoulder season," Matt and Joe break down the massive volatility coming out of the Strait of Hormuz and what it means for coal stocks. With prices pulling back across the board, the duo explains why this isn't a reversal of the bull thesis, but rather a "Great Accumulation" phase for those eyeing 2026–2027.

Stocks Mentioned: BTU, ARLP, AMR, HCC, METC, GLEN.L, HNRG, WHC.AX, YAL.AX, NHC.AX, NRP, CEIX

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Disclaimer: For information and discussion only - not investment advice. Do your own research.