Clear Commodity Network

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ápr. 28.

Episode 16 - The Coal Trader: Buybacks vs. Benchmarks: Navigating the U.S. Coal Pricing Gap

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. With prices pulling back across the board, the duo explains why this isn't a reversal of the bull thesis, but rather a "Great Accumulation" phase for those eyeing 2026–2027. From the potential for Australian miners to move underground to escape soaring diesel costs to the "option value" of rare earth discoveries at the Brook Mine, this episode provides a definitive playbook for navigating the current dip before the next major energy cycle begins. definitive playbook for accumulating quality assets before the next major energy cycle begins. Stocks Mentioned: BTU, ARLP, AMR, HCC, METC, HNRG, WHC.AX, YAL.AX, SMR.AX, NRP, BHP, CRN.AX 👉 Subscribe at TheCoalTrader.com or on Substack: thecoaltrader.substack.com 👉 Follow Matt on X: @MFWarder 👉 More commodity market commentary: clearcommodity.net Disclaimer: For information and discussion only - not investment advice. Do your own research.

ápr. 28.

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47 perc
febr. 16.

Episode 11 - Shoulder Season Strategies: Met Coal Pullbacks and South African Surges

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network As the market enters "shoulder season" (the period where weather-driven demand typically sags) Matt and Joe break down the divergence between thermal and met coal. While thermal markets in South Africa and Australia are seeing surprising strength, met coal is beginning to show "red on the screen" as Chinese New Year approaches. The duo also dives into recent earnings from Warrior Met Coal and Core Natural Resources, plus a look at the rare-earth potential hiding in the Powder River Basin. Stocks Mentioned: $BTU, $ARLP, $AMR, $HCC, $METC, $CNR, $NRP, $WHC.AX, $YAL.AX, $SMR.AX, $MTM.AX 👉 Subscribe at TheCoalTrader.com or on Substack: thecoaltrader.substack.com 👉 Follow Matt on X: @MFWarder 👉 More commodity market commentary: clearcommodity.net Disclaimer: For information and discussion only - not investment advice. Do your own research.

febr. 16.

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51 perc
2025. 09. 22.

Episode 3 - Met Cuts, Thermal Signals & Royalty Shock

A big news week in coal. Matt and Joe run the board: thermal is basing, met has bounced, and U.S. power/LNG tailwinds support the setup. They also field listener questions on Coronado and why China’s steel-capacity moves could be coal-price bullish. Thermal Coal Europe: API2 drifting near the mid-$90s; Newcastle steady around the ~$100-110 range in shoulder season. Asia: China/India imports look strong; China output down M/M, burns up, stockpiles lower. Indonesian 4,200 kcal rose ~$40 → ~$43; CN-destined 5,500 kcal ~ ~$65 → ~$70. Met Coal Pricing: Off the ~$160/t lows; recent prints high-$180s to ~$197/t. Supply: BHP to shut the Saraji South pit (Queensland) amid royalty headwinds; chatter of other Aussie curtailments. Base case: higher lows/highs into 2026–27 as quality supply tightens. Policy & Cost Curves Inflation + royalties have lifted global cost floors - what used to be peaks now looks like today’s support. U.S. Power & Gas Data-center load + new LNG capacity point to firmer gas and better coal dispatch vs prior summers. Equities & Positioning Watch for M&A overhangs and buyback/clean balance sheet names. Trim strength tactically; accumulate quality on weakness. Listener Q&A Highlights Coronado (CRN.AX): U.S. assets solid, but Australia remains royalty/price sensitive; path forward hinges on cost work and price relief. China steel capacity: Cutting export-driven capacity can lift steel prices, tighten seaborne met coal, and redirect demand to India. Stocks mentioned: BTU, ARLP, AMR, HCC, METC, GLEN.L, CNR, HNRG, WHC.AX, YAL.AX, SMR.AX, NRP, BHP 👉 Subscribe at TheCoalTrader.com or on Substack: thecoaltrader.substack.com 👉 Follow Matt on X: @MFWarder 👉 More commodity market commentary: clearcommodity.net Disclaimer For information and discussion only - not investment advice. Do your own research.

2025. 09. 22.

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24 perc
máj. 12.

Episode 17 - Market Inflation & Buying Opportunities: Earnings Recap

Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity Network The expected "shoulder season" lull has vanished as global energy security concerns and inflationary pressures push coal prices higher. Matt and Joe break down the massive moves in Richards Bay and Newcastle thermal pricing, the steady resilience of the Met coal curve, and why recent sell-offs in U.S. and Australian equities look like prime buying opportunities. Plus, a deep dive into Q1 earnings for CNR, BTU, AMR, and more. Stocks Mentioned: CNR, BTU, ARLP, AMR, HCC, METC, NRP, WHC.AX, YAL.AX, SMR.AX, NHC.AX, CRN.AX 👉 Subscribe at TheCoalTrader.com or on Substack: thecoaltrader.substack.com 👉 Follow Matt on X: @MFWarder 👉 More commodity market commentary: clearcommodity.net Disclaimer: For information and discussion only—not investment advice. Do your own research.

máj. 12.

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39 perc
jan. 26.

'New paradigm' for metals: Coppernico Metals' Ivan Bebek on why copper can run further

Ivan Bebek, Founder, Director, Chair, and CEO of Coppernico Metals, joins host Michael McCrae on Mining Stock Daily from the Vancouver Resource Investment Conference to unpack what he calls a “new paradigm” for metals markets. With gold pushing record highs and copper trading near historic levels, Bebek argues the sector is still in the early innings of a powerful, multi-year bull market—particularly for copper. Bebek explains why surging demand from electrification, AI data centers, infrastructure modernization, and electric vehicles is colliding with a tight global copper supply. New discoveries are scarce, existing mines are aging and declining in grade, and building new copper mines now takes decades due to massive capital requirements, social and permitting challenges, and logistical bottlenecks. Money alone, he says, can’t solve the problem—time is the real constraint. The conversation also explores why M&A is poised to accelerate as major miners, flush with cash and higher share prices, look to replace depleting reserves. Bebek discusses Coppernico’s strategy of chasing higher-grade copper targets and why major miners like Newmont and Teck are already shareholders. Touching on lessons from past bull markets, cost inflation risks, and the importance of grade, Bebek makes a compelling case that copper prices have much further to run—and that discoveries, not capital, will ultimately define the winners in this cycle.

jan. 26.

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16 perc
febr. 3.

Vukasin Pekovic on US Mining Assets and a New Floor for the Gold Price

Vukasin Pekovic joins MSD today to share his analysis on the "ferocity" of the market correction in mining and metals. He argues gols is enterting a new price floor potentially north of $3000/oz and still there remain genuine asset scarcities within the junior equities. He shares thoughts on under-valued US assets following a new $12B Project Vault announcement out of the White House.

febr. 3.

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23 perc
jan. 26.

Morning Briefing: Gold breaks through $5,000 an ounce

We have lots of news today: Gold broke the $5,000 barrier. Allied Gold is being acquired by Zijin Mining for C$5.5 billion. The Vancouver Resource Investment Confernence kicked off on Sunday. Attendance was heavy. Scorpio Gold and Great Pacific Golld announced drill intercepts. Heliostar Metals has filed a Prefeasibility Study Technical Report for its Cerro del Gallo Project. Koryx Copper announced a total financing of C$51 million. Today's Morning Briefing was brought to you by Integra Resources. Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

jan. 26.

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6 perc
márc. 16.

Episode 13: The Hormuz Hedge - Geopolitics Jolt the Coal Markets

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 coal markets. Matt and Joe break down the price spikes, the shift from LNG to coal in Asia, and the "frothy" state of coal equities. Stocks mentioned: AMR, HCC, YAL.AX, WHC.AX, BTU, C&R, TER, THL, SMR.AX 👉 Subscribe at TheCoalTrader.com or on Substack: thecoaltrader.substack.com 👉 Follow Matt on X: @MFWarder 👉 More commodity market commentary: clearcommodity.netDisclaimer: For information and discussion only - not investment advice. Do your own research.

márc. 16.

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43 perc
2025. 10. 10.

Commodity Compass - 10/10 - Rare Earth Export Controls Rattle Geopolitics

The dominant narrative pushing commodities this week was the escalating U.S.–China quarrel focused on rare earth export controls. China, citing national security, expanded restrictions on rare earth metals, magnets, and the technology associated with processing and refining, tightening its grip on key materials essential for aerospace, and defense. In response, President Trump threatened to impose 100% tariffs on Chinese imports starting November 1, escalating the trade war and rattling markets already grappling with supply chain risks.

2025. 10. 10.

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12 perc
2024. 12. 09.

Morning Briefing: SSR Acquires Cripple Creek & Victor; Southern Cross Hits Jaw-Dropping Gold Intercept

We have some M&A news with Boliden taking on Lundin Mining projects in Europe and SSR Mining buying the Cripple Creek & Victor Mine from Newmont. There are new drill results form Q2 Metals, Southern Cross Gold, and Brixton Metals. Kenorland provides an exploration update. This episode of Mining Stock Daily is brought to you by... Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport. Grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.arizonasonoran.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Vizsla Silver is focused on becoming one of the world’s largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Minera Alamos is a gold developer and producer with its first low capex mine, Santana, continuing to work through start-up development. The company is also advancing the Cerro de Oro project through the permitting process. Minera is built around its operating team which brought 4 mines into production in Mexico over the last 13 years. It is fully funded with over $20-million dollars in working capital. Learn more at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠mineraalamos.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

2024. 12. 09.

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10 perc

Clear Commodity Network is a digital media platform that delivers clear insights into the diverse global commodity markets. ClearComm keeps investors, institutions, and industry participants up to date on current trends and topics shaping the world's physical markets. From metals to energy to agriculture, ClearComm is the leading commodity network curated to deliver news, in-depth interviews, insightful commentary, and corporate access to public issuers.

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Clear Commodity Network

Legnépszerűbb műsorok

Episode 16 - The Coal Trader: Buybacks vs. Benchmarks: Navigating the U.S. Coal Pricing Gap

Episode 11 - Shoulder Season Strategies: Met Coal Pullbacks and South African Surges

Episode 3 - Met Cuts, Thermal Signals & Royalty Shock

Episode 17 - Market Inflation & Buying Opportunities: Earnings Recap

'New paradigm' for metals: Coppernico Metals' Ivan Bebek on why copper can run further

Vukasin Pekovic on US Mining Assets and a New Floor for the Gold Price

Morning Briefing: Gold breaks through $5,000 an ounce

Episode 13: The Hormuz Hedge - Geopolitics Jolt the Coal Markets

Commodity Compass - 10/10 - Rare Earth Export Controls Rattle Geopolitics

Morning Briefing: SSR Acquires Cripple Creek & Victor; Southern Cross Hits Jaw-Dropping Gold Intercept

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