Joe Aldina
Joe Aldina discussed a recovery in thermal-coal prices, with ARA at $145 and Newcastle high-CV above $150, attributing European firmness to higher coal burn, stronger gas prices, freight costs and limited coal availability 1. He also argued that a China–U.S. trade deal could revive U.S. met-coal exports to China after tariffs sharply reduced them, potentially returning volumes toward 10 million short tons 1.
From the window to Oct 13, 05:30 ET — this window's take is still to be written.
Their output
1 this weekStories it travels in
i
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
- Jeffrey Currie ++ 2 mentions
- Matt Warder 2 mentions
- Corey Fleck 1 mention
- Trevor Hall 1 mention
What they talk about
- South Africa 1 item
- coal 1 item
- thermal coal 1 item
- data centers 1 item
- Politico Energy 1 item
- Jeffrey Currie ++ 1 item
- Hearst exponent 1 item
- Travis Kalanick 1 item
See what your own voices say about Joe Aldina, every morning.
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