Rephonic
Artwork for The Coal Trader
Thermal Coal
China
Metallurgical Coal
India
Met Coal
Coal Stocks
Coal
Powder River Basin
Natural Gas
Stock Market
Illinois Basin
US East Coast
BHP
Anglo
Coronado Coal
Rare Earths
Newcastle Coal Prices
Clear Commodity Network
Yancoal
Europe

The Coal Trader Podcast cuts through the noise in global coal markets. Hosted by industry veterans Matt Warder and Joe Aldina, the brains behind thecoaltrader.com, this podcast delivers sharp insights on thermal and met coal, pricing trends, supply shifts, and key company news. Perfect for retail investors tracking energy and commodities. Follow for regular updates that help you invest smarter.

PublishesTwice monthlyEpisodes12Founded7 months ago
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BusinessInvesting

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Artwork for The Coal Trader

Latest Episodes

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 break down the current "shoulder season" market dynamics, disse... more

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 Joe break down the divergence between thermal and met coal. While... more

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 global energy grids and the subsequent rally in coal pricing. While ... more

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 firming modestly with Newcastle holding near ~$109 and API2 ... more

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 strength contrasts with sideways thermal pricing. The... more

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 bullish $220–250/t range, and the sharp rebound in coal e... more

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 equities sliding into tax-loss season. Matt and Joe dig into... more

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 steadier met tape, Warrior’s standout quarter on Blue C... more

Key Facts

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Recent Guests

Rory Johnston
Host of the Oil Ground Up Podcast and founder of Commodity Context
Commodity Context
Episode: Episode 5 - Thermal Rerate, Warrior’s Beat, and Coal Cycle Math

Hosts

Matt Warder
Host with extensive experience in the coal trading industry, providing insights on pricing trends and market dynamics.
Joe Aldina
Host specializing in coal market analysis and investment opportunities, focusing on the dynamics between thermal and metallurgical coal.

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Talking Points

Recent interactions between the hosts and their guests.

Episode 10 - Freezing Grids & Firming Prices: Why Coal is Outperforming Gas in the Deep Freeze
Q: What will be the average price for PLV Coal futures over the next five years?
I think we're going to average about $265 over the next five years, and I see the floor at about $175 going forward.
Episode 10 - Freezing Grids & Firming Prices: Why Coal is Outperforming Gas in the Deep Freeze
Q: Where do you see prices going for High Vol B?
I think High Vol prices are going to be subdued for all of 2026 and most of 2027 until we either see some kind of capitulation from the bankruptcy side or ultimately just see some mines get shut in.
Episode 10 - Freezing Grids & Firming Prices: Why Coal is Outperforming Gas in the Deep Freeze
Q: If you don't have exposure to METC Coal right now, do you wait for a pullback or what do you do given the recent rise in prices?
Short answer, yeah, I think so. But honestly, the equities have already started to kind of show that we're going to have it move lower in prices here eventually.
Episode 9 - Met Coal Rips, Europe Gas Spikes, and Coal Stocks Catch Fire
Q: What do you think about those projections there, $40 plus a share?
I definitely think it can hit 40, but we'll have more specific kind of ideas and targets about that once we get into the earnings profile.
Episode 5 - Thermal Rerate, Warrior’s Beat, and Coal Cycle Math
Q: How does the coal market's reliability give an edge in predicting stock price moves?
The coal market cycles can provide insights, but stock performance is often driven by broader market movements and investor sentiment.

Audience Metrics

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Frequently Asked Questions About The Coal Trader

What is The Coal Trader about and what kind of topics does it cover?

Focused on providing clear insights into the complexities of global coal markets, this podcast presents a detailed analysis of both thermal and metallurgical coal. The discussions revolve around pricing trends, supply dynamics, and significant news pertaining to coal companies, which is beneficial for retail investors looking to navigate the energy sector. Listeners can expect in-depth conversation on market forecasts, investment opportunities, and real-time implications of changes affecting the coal industry. Regularly touching on broader economic factors, the content is particularly tailored for those interested in commodities and investment strategies in the coal market.

Where can I find podcast stats for The Coal Trader?

Rephonic provides a wide range of podcast stats for The Coal Trader. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Coal Trader and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Coal Trader get?

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What are the audience demographics for The Coal Trader?

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How many subscribers and views does The Coal Trader have?

To see how many followers or subscribers The Coal Trader has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Coal Trader?

These podcasts share a similar audience with The Coal Trader:

1. The Memo by Howard Marks
2. We Study Billionaires - The Investor’s Podcast Network
3. Motley Fool Money
4. Odd Lots
5. Founders

How many episodes of The Coal Trader are there?

The Coal Trader launched 7 months ago and published 12 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Coal Trader?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Coal Trader?

Rephonic pulls ratings and reviews for The Coal Trader from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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How do I access podcast episode transcripts for The Coal Trader?

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What guests have appeared on The Coal Trader?

Recent guests on The Coal Trader include:

1. Rory Johnston

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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