HeyJaredThe Coal Trader
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.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 11, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 13, 2026
Latest episodes
Episode 24 - Global Supply Tightness, European Gas Spikes, and the Early Innings of the Coal Rally (opens the original)
Read excerpt
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network As commodity markets transition out of late summer and navigate the autumn shoulder season ahead of the winter replenishment cycle, hosts Matt Warder and Joe Aldina break down an increasingly tight global market for coal. Despite seasonal demand typically softening before winter restocking accelerates, global thermal prices are trading solidly higher and metallurgical coal has climbed roughly 28% over the past month.
Episode 23 - Met Coal Rebound, High-Vol Tightness, and Global Thermal Tailwinds (opens the original)
Read excerpt
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network As global commodity markets transition through late summer and look toward the post-monsoon restocking season, hosts Matt Warder and Joe Aldina break down the shifting supply and demand dynamics across metallurgical and thermal coal. The guys highlight how the shoulder-season price floor has firmly formed, supported by early Chinese restocking of seaborne met coal and an unforeseen supply shock stemming from a major
Episode 22 - Met Coal Market Recovery and Thermal Coal Dynamics (opens the original)
Read excerpt
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network As the market transitions into the late summer shoulder season, hosts Matt Warder and Joe Aldina return to discuss the evolving dynamics of the coal and commodity markets. Matt shares updates after returning from vacation with a slight raspy voice, while Joe joins on his way to New Jersey. The discussion centers on the current macro themes affecting coal markets, including the delayed shoulder season, China's invento
Episode 21 - The Disconnect Between Robust Commodity Fundamentals and Equity Volatility (opens the original)
Read excerpt
Hosts: Matt Warder and Joe Aldina | Brought to you by the Clear Commodity Network In this episode, hosts Matt Warder and Joe Aldina outline the current coal market cycles as we navigates an atypical second shoulder season, diving deep into the core overarching theme of the widening disconnect between strong physical market realities and lagging equity valuations. The discussion highlights major global macroeconomic and geographic shifts, including intense summer heat waves driving US power deman
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.