Welcome to 'In It to Win It' with Steve Barton! In this must-watch episode, coal expert Matt Warder from Seawolf Research discusses the current state of the coal industry. Discover the latest trends in thermal and metallurgical coal, the impact of global geopolitics, and how price action, RSI, MACD, and moving averages play a role in market analysis. Whether you're an investor or energy enthusiast, this video is packed with actionable insights!

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Twitter: https://x.com/mfwarder

Website: https://thecoaltrader.com/

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Chapters

00:00 Welcome & Introduction to Matt Warder

01:58 The Macro View: Thermal vs. Met Coal Markets

05:30 Impact of Natural Gas on Thermal Coal

06:44 Met Coal Market Dynamics

10:18 Key Indicators: RSI, MACD & Moving Averages Explained

14:46 Industry Leadership and Regulatory Environment

17:15 U.S. and Global Coal Reserves: A Long-Term Perspective

19:21 Investment Dilemma: Warrior Met Coal vs. AMR

21:10 Shareholder Return Programs and Acquisitions

22:15 Speculating on Coal Asset Buyers: Glencore and Yancoal

23:22 The Current State of The Arch and Console Merger

23:46 Blackwater's Market Position and Growth

25:53 Challenges and Management at Whitehaven

27:55 Analyzing Newcastle Prices

29:39 Domestic Thermal Coal Demand and ARLP's Steady Production

33:00 Government Subsidies and Policies 37:39 Glencore's Stance on Coal Divestment

38:24 Thermal Coal Assets in Columbia

39:06 Can AMR, Arch, and Console Grow Revenue?

41:01 Colonial Coal and Development Challenges

41:46 Thermal Coal Cost Quartile Analysis

45:49 Conclusion and Wrap Up

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