Rephonic
Artwork for The Coal Trader
Thermal Coal
China
Metallurgical Coal
Met Coal
India
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
LNG

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 monthlyEpisodes16Founded9 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

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. ... more

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 back across the board, the duo explains why this isn't a reve... more

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 and gas sectors. Matt and Joe break down the sudden p... more

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... more

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Recent Guests

Trevor Hall
Host of Mining Stock Daily Podcast, CEO of Clear Commodity Network
Clear Commodity Network / Mining Stock Daily
Episode: Episode 14: Hormuz, Gas Spikes & The "Ayatollah Toll"
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.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#168
Australia/Business/Investing
Apple Podcasts
#29
Ireland/Business/Investing
Apple Podcasts
#95
Saudi Arabia/Business/Investing
Apple Podcasts
#116
Ireland/Business
Apple Podcasts
#153
Denmark/Business/Investing
Apple Podcasts
#184
Austria/Business/Investing
Apple Podcasts
#236
South Africa/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Episode 14: Hormuz, Gas Spikes & The "Ayatollah Toll"
Q: Do the readers' questions change the investment thesis for the US METC players?
Overall theme remains supportive: higher floor on METC and thermal coal due to limited LNG supply and higher gas prices; the questions mainly sharpen the view on distribution and potential long-term cash flows for select coal names.
Episode 13: The Hormuz Hedge - Geopolitics Jolt the Coal Markets
Q: Is the global cost curve sustainable given slim margins for mid-coal players like AMR, Peabody, and CNR?
The discussion suggested that marginal costs are rising due to currency effects, higher labor and royalty costs, and a tighter supply environment, implying a higher price floor and that margins may be under pressure but still sustainable if prices hold in the 225-250 range later in the year.
Episode 15 - Volatility, Ceasefires, and the Shoulder Season Setup
Q: Travis asked about whether MET Premium Low Vol is likely to stay around $220-$230 or move toward $180; what's your view on near-term price direction?
We expect prices to edge lower toward the $195-$200 area as shoulder season weakens demand and spot activity pauses; however, the overall plan is to see a bottom first, with thermal potentially leading the way and MET lagging before a possible late-spring/early-summer reacceleration.
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.

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?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for The Coal Trader, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

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. Money of Mine
2. Mining Stock Daily
3. Yet Another Value Podcast
4. Oil Ground Up
5. Monetary Matters with Jack Farley

How many episodes of The Coal Trader are there?

The Coal Trader launched 9 months ago and published 16 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. Trevor Hall
2. 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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