Matt Warder

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Matt Warder

Matt Warder

@mfwarder

Church of Baseball. Dad. Musician (New Single: https://t.co/NA1VRcnNiY). WV Native. Whiskey stan. #Coal. Energy/M&M/Econ

Annapolis, MD Katılım Ekim 2017
1.6K Takip Edilen19.2K Takipçiler
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Matt Warder
Matt Warder@mfwarder·
Happy 162nd birthday, West Virginia! Lula and I gonna have some pepperoni rolls with sauce, Oliverio's peppers and cheese while we celebrate nephew #2’s second bday and maybe buy some COOOOOOAAALLLL stonks after hours. 🤣 #WVDay #WV #AlmostHeaven
Matt Warder@mfwarder

Happy 160th birthday, West Virginia! This is a special one, as nephew #2 arrived this morning at 11:33AM! So no pepperoni rolls this year, just Lula and me waiting for a glimpse of the new little Warder…and of course the obligatory duet. 😉 #WVDay #WV #AlmostHeaven

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Matt Warder
Matt Warder@mfwarder·
@GardnerRhod I think more like 200 and we probably won’t see it until summer - but it can def go higher. It all depends on how long this conflict lasts and how many more gas supply disruptions we see.
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Matt Warder
Matt Warder@mfwarder·
@AlchemyofFinan1 We're there already - LNG on the water is spiking due to the disruption, but ultimately when those deliveries finally happen and trade routes adjust I think it just means a lower reliance on EAFs and a greater reliance on blast furnaces. Bullish met coal.
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RockBaron
RockBaron@AlchemyofFinan1·
@mfwarder @mfwarder - interested in your views, if Japan/SK can’t source alternative LNG supply, what day do they start to throttle down steel furnaces? (In 45 days / mid-April?) What day would Aussie coal producers expect to see force majeure on forward contracts?
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Matt Warder
Matt Warder@mfwarder·
Been a good long while and think it’s probably a good time to do a #Coal Spaces given the Iran craziness… Gimme a show of hands #CoalTwitter and we will make it happen…
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Sam
Sam@k311126·
@mfwarder No. Please don’t do any podcast and jinx the trade. Thanks
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Matt Warder
Matt Warder@mfwarder·
@alexbhturnbull Oh absolutely - just talking mining costs there not logistics. Not sure our powers that be over here have thought this through, Alex.
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Alex Turnbull
Alex Turnbull@alexbhturnbull·
@mfwarder Plus trucking to port, and all the rail is diesel. Aside from that....
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Alex Turnbull
Alex Turnbull@alexbhturnbull·
The funny thing about coal stocks here is that if you cannot get diesel you cannot make money. Who can get diesel now? - China - Mongolia - USA - ???? Aus and Indo a bit unclear. #coal
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@GardnerRhod @ed_fin @TheCoalTrader @AlchemyofFinan1 @k311126 @alexbhturnbull @realhagetaka @elonmusk