The Coal Trader

Episode 17 - Market Inflation & Buying Opportunities: Earnings Recap

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network The expected "shoulder season" lull has vanished as global energy security concerns and inflationary pre...

2026-05-12

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Episode 16 - The Coal Trader: Buybacks vs. Benchmarks: Navigating the U.S. Coal Pricing Gap

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network As energy markets stare down the "shoulder season," Matt and Joe break down the massive volatility coming...

2026-04-28

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Episode 15 - Volatility, Ceasefires, and the Shoulder Season Setup

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 b...

2026-04-10

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Episode 14: Hormuz, Gas Spikes & The "Ayatollah Toll"

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network A massive week for energy markets as geopolitical tensions in the Strait of Hormuz send shockwaves through the coal...

2026-04-01

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

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 ...

2026-03-16

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Episode 12 - Coal Country Transmission: Market Troughs and M&A Rumors

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network In this landmark episode, Matt Warder broadcasts "boots on the ground" from an active coal mine. The guys...

2026-03-02

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Episode 11 - Shoulder Season Strategies: Met Coal Pullbacks and South African Surges

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network As the market enters "shoulder season" (the period where weather-driven demand typically sags) Matt and J...

2026-02-16

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Episode 10 - Freezing Grids & Firming Prices: Why Coal is Outperforming Gas in the Deep Freeze

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network Matt Warder and Joe Aldina dive into Episode 10 with a focus on the impact of "Winter Storm Fern" on glob...

2026-02-03

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Episode 9 - Met Coal Rips, Europe Gas Spikes, and Coal Stocks Catch Fire

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network Matt Warder and Joe Aldina kick off 2026 with a sharp rally in focus across coal markets. Thermal prices are firmin...

2026-01-18

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Episode 8 – Met Coal Takes the Lead: Prices Surge, Stocks Lag

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network In Episode 8 of the Coal Trader Podcast, Matt Warder and Joe Aldina break down a bifurcated coal market as met coal...

2025-12-22

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Episode 7 - Met Coal Pops, Gas Surges: Coal Stocks Wake Up

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network In Episode 7 Matt and Joe break down the surprise “two-handle” in premium met coal, the forward curve holding a bul...

2025-12-08

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Episode 6 - Rare Earths Jolt Coal: What’s Really Driving Coal Stocks?

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network Thermal tightens, met holds firm near $200, and Goldman’s zero-value call on Ramaco’s rare earths sends coal equiti...

2025-11-24

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Episode 5 - Thermal Rerate, Warrior’s Beat, and Coal Cycle Math

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network Matt and Joe sit down in person in to rip through a month’s worth of action: thermal coal’s rerate off sub-$90, a s...

2025-11-12

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Episode 4 - Rare Earths Jolt Coal: What’s Really Driving Coal Stocks?

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network A big news week in coal. Matt and Joe run the board: thermal is basing, met has bounced, and U.S. power/LNG tailwin...

2025-10-12

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Episode 3 - Met Cuts, Thermal Signals & Royalty Shock

A big news week in coal. Matt and Joe run the board: thermal is basing, met has bounced, and U.S. power/LNG tailwinds support the setup. They also field listener questions on Coronado and why China’s ...

2025-09-22

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Episode 2 - Market Check: Thermal Stabilizes, Met Rebounds, Equity Insights

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network Matt and Joe run a quick check on coal: thermal is basing, met has bounced, and U.S. power/LNG tailwinds help the s...

2025-09-02

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Episode 1: U.S. Thermal vs. Met Coal Markets, Pricing Benchmarks & Equity Insights

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network Tickers Mentioned: $BTU, $ARLP, $AMR, $HCC, $METC, $GLEN.L In this debut episode, Matt and Joe break down the fund...

2025-07-28

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The Coal Trader

Episodes (17 episodes)

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