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This week · 10 voices
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Entity · financial instrument

This week · 10 of the 74 voices we track · 9 mentions

Oct 8 → Oct 15, 05:30 ET · Last update Oct 13, 14:44 ET (for the window to Oct 13, 05:30)

Earlier: September 2026 · August 2026 · July 2026

Expectant

Coal-related commentary points to tightening and stronger near-term demand in several markets: China’s benchmark power-station coal price reached 1,004 yuan a ton 2, while Indian power-station inventories were near a five-year low, with more than 40% of coal-fired capacity holding four days or less of reserves 6. J Mintzmyer said Asian power plants are switching from LNG and natural gas back to coal because coal is more available and cheaper, supporting dry-bulk demand 10. Views are not uniformly bullish: U.S. power demand is expected to rise, but coal’s generation share is projected to fall to 15% by 2027 9, while coal projects in Alberta are creating regional division 3.

From the window to Oct 13, 05:30 ET — this window's take is still to be written.

Where the voices land

All voices 4 voices

4 bullish

Bullish

  • MWMatt WarderBullish Expects strong thermal pricing to underpin the whole met complex and put a floor under it. “that's going to put a floor under the entire MET complex” ▶ 5:51 The Coal Trader - Autumn Shoulder Support, Europ… · 9 Oct
  • JAJoe AldinaBullish Expects thermal coal prices to have room to run higher, with strong upside option value from low gas storage and weather risk. “I do think it has room to run even though I'm not a super believer in ratios.” ▶ 9:23 The Coal Trader - Autumn Shoulder Support, Europ… · 9 Oct
  • NHNate HagensBullish Expects coal retirements worldwide to be deferred as data center load arrives. “now coal retirements around the world are being deferred” ▶ 5:38 Humanity's Icarus Moment: The Wings, the Sea, an… · 9 Oct

Strongly bullish

  • AAAnas AlhajjiStrongly bullish Has been bullish on coal since last year, expecting its price to rise. “I have been bullish on coal since last year” Open the post This who joins the Finance Daily Show with @Davi… · 15 Oct

4 bullish

Mentions

9 this week
Wed 7Mon 12 · 3Thu 15

Stories it travels in

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The stories

  • ○ a voice, on the left
  • ◌ a voice raising half of these
  • ● a subject, on the right, under its story
  • ⌒ a line is a voice raising a subject — thicker, more items; colour is the story

The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.

Who brings it up

See what your own voices say about coal, every morning.

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