Jan 25 2025 60 mins 5
Welcome to 'In It to Win It' with Steve Barton! Join Steve Barton as he interviews Matt Warder. Matt the Director of Seawolf Research as they explore the forces shaping the coal industry in 2025. From China's waning demand and India’s growth surge to major industry mergers and supply rationalization, this episode uncovers the trends, challenges, and opportunities in thermal and metallurgical coal markets. Gain exclusive insights into the macroeconomic backdrop, geopolitical uncertainties, and forecasts for the future of energy.
If you found value in today’s breakdown, please give this video a thumbs up, share it with friends, and don’t forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing!
Connect with Matt Warder!
Twitter: https://x.com/mfwarder
LinkedIn: https://www.linkedin.com/in/mfwarder/
Substack: https://substack.com/@seawolfresearch
Metals Investment Forum!
MIF Companies: https://metalsinvestorforum.com/exhibitors/exhibiting-companies/
Affiliates / Tools for Success that I Love and find Helpful:
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Chapters
00:00 Fueling the Future: Coal Insights with Matt Warder
02:49 Global Tides: The Steel & Coal Wave
05:25 Inside India’s Steel Surge and China’s Decline
08:34 Copper Dreams or Coal Deals?
09:53 Market Mysteries: The Glencore Equation
11:23 Understanding Glencore: Investment Prospects & Dividends
12:46 Coal Connections: Building Bridges
17:54 Understanding Coal Prices in 2025: North America vs. Australia
19:28 Trend Alert: Coal Mining Industry
21:09 Building Tomorrow with Coal's Return
30:40 The Pulse of Coal: Today’s Stats
31:31 Coal, Tariffs, and the Global Game
35:06 Forecasting the Coal Market
36:27 China Steel Shake-Up: What's Next?
38:30 Corporate Resilience: Behind the Scenes
39:54 Understanding Mining Operations with Ramico
42:19 Investing in Coal: Risks & Opportunities
45:13 The Global Energy Game: Who Wins?
46:10 Coal vs Gas: The Energy Showdown!
46:45 Hot Stocks and Fiery Risks: Metcol's Big Move
50:59 Coal Market Exposed: What's Happening?
55:38 How to Gauge Colonial's Stock Forecast
57:12 Ride the Commodity Rollercoaster: Making Money in Volatile Times
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
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