Episode 19 - Macro Meltdown or Commodity Boom? What’s Driving the Next Coal Cycle

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

As we officially cross out of the shoulder season and look toward the upcoming demand season, the global coal complex is flashing massive green lights. Matt and Joe run the board on a wild month in the markets.

The guys take a deep dive into the macroeconomic "feedback loop" of energy shortages, tackle the skyrocketing electricity demand from the U.S. data-center and AI boom, and break down exactly which equities are poised to generate massive free cash flow as the cycle hardens.

Stocks Mentioned:

• U.S. Equities: BTU, ARLP, AMR, HCC, METC, HNRG, NRP
• International Equities: GLEN.L, WHC.AX, YAL.AX, SMR.AX, BHP

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