Episode 14: Hormuz, Gas Spikes & The "Ayatollah Toll"

<p><strong>Hosts:</strong> Matt Warder &amp; Joe Aldina | <strong>Brought to you by the Clear Commodity Network</strong></p><p><br></p><p>A massive week for energy markets as geopolitical tensions in the Strait of Hormuz send shockwaves through the coal and gas sectors. Matt and Joe break down the sudden price spikes, the &quot;Ayatollah Toll,&quot; and why thermal coal is riding the coattails of a tightening LNG market.</p><p><br></p><p><strong>Stocks mentioned:</strong> CEIX, ARLP, AMR, HCC, METC, GLEN.L, WHC.AX, YAL.AX, SMR.AX, NRP, CRN.AX, TER.AX</p><p><br></p><p>👉 <strong>Subscribe at</strong><a href="http://thecoaltrader.com"><strong> TheCoalTrader.com</strong></a><strong> or on Substack:</strong><a href="http://thecoaltrader.substack.com"><strong> thecoaltrader.substack.com</strong></a> </p><p>👉 <strong>Follow Matt on X:</strong><a href="https://www.google.com/search?q=https://twitter.com/MFWarder"><strong> @MFWarder</strong></a></p><p>👉 <strong>More commodity market commentary:</strong><a href="https://clearcommodity.net"><strong> clearcommodity.net</strong></a></p><p><br><strong>Disclaimer:</strong> For information and discussion only - not investment advice. Do your own research.</p>