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George Masiello
Sep 5, 2025
it is an excellent analysis in layman's terms . Both met and thermal coal included. even supply and demand issues covered. impressed with u.s. and foreign equities discussed. What more could one ask in a podcast for investors.
| Episode | Date |
|---|---|
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Episode 14: Hormuz, Gas Spikes & The "Ayatollah Toll"
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Apr 01, 2026 |
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Episode 13: The Hormuz Hedge - Geopolitics Jolt the Coal Markets
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Mar 16, 2026 |
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Episode 12 - Coal Country Transmission: Market Troughs and M&A Rumors
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Mar 02, 2026 |
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Episode 11 - Shoulder Season Strategies: Met Coal Pullbacks and South African Surges
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Feb 16, 2026 |
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Episode 10 - Freezing Grids & Firming Prices: Why Coal is Outperforming Gas in the Deep Freeze
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Feb 03, 2026 |
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Episode 9 - Met Coal Rips, Europe Gas Spikes, and Coal Stocks Catch Fire
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Jan 18, 2026 |
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Episode 8 – Met Coal Takes the Lead: Prices Surge, Stocks Lag
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Dec 21, 2025 |
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Episode 7 - Met Coal Pops, Gas Surges: Coal Stocks Wake Up
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Dec 08, 2025 |
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Episode 6 - Rare Earths Jolt Coal: What’s Really Driving Coal Stocks?
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Nov 24, 2025 |
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Episode 5 - Thermal Rerate, Warrior’s Beat, and Coal Cycle Math
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Nov 12, 2025 |
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Episode 4 - Rare Earths Jolt Coal: What’s Really Driving Coal Stocks?
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Oct 12, 2025 |
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Episode 3 - Met Cuts, Thermal Signals & Royalty Shock
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Sep 22, 2025 |
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Episode 2 - Market Check: Thermal Stabilizes, Met Rebounds, Equity Insights
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Sep 02, 2025 |
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Episode 1: U.S. Thermal vs. Met Coal Markets, Pricing Benchmarks & Equity Insights
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Jul 28, 2025 |