
In this brief episode, the host highlights a recent surge in API2 (Northwest Europe) thermal coal futures for March delivery, which have risen roughly $5 per metric tonne over five trading sessions, briefly breaching $108/mt before settling near $107.50/mt. The price rally is driven by concerns over potential supply cuts in Indonesia and the risk of disrupted Russian coal shipments through the Black Sea. The discussion underscores how geopolitical and regional supply dynamics are directly influencing coal market pricing.

The episode reviews recent Reuters reports on coal outlooks for China and India, highlighting projections from the China Coal Transportation and Distribution Association and a NITI Aayog study. In China, output is expected to edge up modestly in 2026 while...

The episode examines Warrior Coal Company's Q4 2025 earnings outlook, emphasizing the stable performance of its legacy mines and the growing influence of the Blue Creek operation. It highlights the uncertainty around Blue Creek's steady‑state production as it gains market...

In this episode, the host reviews recent price movements in South African thermal and industrial coal, highlighting a notable price rally driven by strong demand from Indian sponge‑iron and cement producers. The discussion references insights from the McCloskey OPIS coal...