The Coal Trader
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Episode 13: The Hormuz Hedge - Geopolitics Jolt the Coal Markets

The Coal Trader
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Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network

The Strait of Hormuz is the story of the week. Geopolitical tension in the Middle East has sent gas and oil prices soaring, creating a massive knock-on effect for global coal markets. Matt and Joe break down the price spikes, the shift from LNG to coal in Asia, and the "frothy" state of coal equities.


Stocks mentioned: AMR, HCC, YAL.AX, WHC.AX, BTU, C&R, TER, THL, SMR.AX


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

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