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@LukeyTrags
"Are we entering a new #coaltwitter cycle Some typical indicators have stacked the last few months: - Capitulation from 🐂s - Noisy 🐻s - Supply coming offline - Chart b/outs (equities + index) - Coal px greenshoots - AI M2 etc. $YAL.AX $WHC.AX $NHC.AX $SMR.AX $BTU $AMR $HCC" @LukeyTrags on X 2025-07-21 04:15:01 UTC 4521 followers, 18K engagements
"You will not see a better interview #coaltwitter" @LukeyTrags on X 2025-07-24 09:21:16 UTC 4521 followers, 35.6K engagements
"For those using current spot to justify why the coalies are running always remember the markets are fwd looking & the initial impulse in equities front run price well in advance. #coaltwitter $YAL.AX $WHC.AX $NHC.AX $BTU" @LukeyTrags on X 2025-07-23 07:10:31 UTC 4521 followers, 6562 engagements
"Good read Next cycle gunna be funnn for Aussie met names. $WHC.AX $SMR.AX $YAL.AX" @LukeyTrags on X 2025-04-30 23:34:10 UTC 4518 followers, 6938 engagements
"Yikes. 3yr high shorts for both $WHC.AX $YAL.AX with both picking up aggressively the last 6months which are now heavily underwater. This is giving dj vu of some old WHC threads on the gooses that shorted in 2021 at $X before it ripped to $XX. #coaltwitter" @LukeyTrags on X 2025-07-23 01:01:43 UTC 4521 followers, 14.6K engagements
"This degen is 🐂 thermal #coal b/c global #energy consumption pie is increasing exponentially due to: X. #AI / #datacentres / #crypto X. B's emerging from poverty that use energy than a fridge X. Electrification of the 🌏 e.g. EVs $YAL.AX $NHC.AX $WHC.AX $BTU.AX #coaltwitter" @LukeyTrags on X 2024-07-29 04:32:04 UTC 4521 followers, 40.9K engagements
"Prod. is +ve but costs guidance are key for me. cycle gunna cycle & they are controlling what they can in the meantime. given the worst of the qrtlys are likely behind us + the shorts I can't see these correcting much from here unless spot rinses hard $WHC.AX #coaltwitter" @LukeyTrags on X 2025-07-25 00:34:20 UTC 4521 followers, 2746 engagements
"Research from MQG - possibly those people who are saying WHC is "debt free" are confusing it with net debt $WHC.AX $WHC #coaltwitter" @LukeyTrags on X 2025-03-10 01:54:36 UTC 4520 followers, 4374 engagements
"That is a helluvva lotta coal being burned #coaltwitter $YAL.AX $WHC.AX $NHC.AX $BTU" @LukeyTrags on X 2025-07-24 13:41:43 UTC 4521 followers, 1985 engagements
"Therell always be red flags but damn I actually feel bad for some of the #uranium investors out there $BOE.AX" @LukeyTrags on X 2025-07-28 01:56:44 UTC 4521 followers, 4107 engagements
"The irony with Elon is that his two biggest things EVs (Tesla) + AI (xAI / Grok) only exist because of coal. There is no world as we know it today without coal. The public is starting to work it out. #coaltwitter" @LukeyTrags on X 2025-07-25 05:20:17 UTC 4517 followers, 1553 engagements
"We'll keep saying it renewable energy is blatant & utter fraud. #coaltwitter $YAL.AX $NHC.AX $WHC.AX" @LukeyTrags on X 2025-07-30 03:30:11 UTC 4521 followers, 1286 engagements
"I will keep saying this. The world is quite literally short energy. And very few realise how parabolic energy consumption is heading. AI + billions emerging from lowest line of poverty that currently use next to zero energy. #coaltwitter $YAL.AX $WHC.AX $NHC.AX" @LukeyTrags on X 2025-07-22 22:22:14 UTC 4521 followers, 5400 engagements
"I think this would have to be my fave snippet of @moneyofminepod so far. 🤣 #coaltwitter $WHC.AX $YAL.AX @mattymikals @JDmoneyofmine @agcmoneyofmine" @LukeyTrags on X 2024-08-22 10:36:45 UTC 4521 followers, 9560 engagements
"The launch of ETF $COAL marked the top of last cycle in typical fashion. This week it broke out of a 6month downtrend after reversing on big volume during the Trump Dump the week before. Good albeit early signs that a bottom is forming for #coaltwitter bulls. Happy Easter 🥚🍫" @LukeyTrags on X 2025-04-18 01:09:52 UTC 4521 followers, 21K engagements
"@toy59496 When comped against other cyclicals they are still the cheapest at both cycle tops & bottoms IMO" @LukeyTrags on X 2025-07-21 04:42:19 UTC 4521 followers, XXX engagements
""India aims to increase its coal-fired power capacity by 80GW by 2031-2032 to meet the growing demand for electricity" $YAL.AX $WHC.AX $NHC.AX #coaltwitter" @LukeyTrags on X 2025-05-13 04:49:59 UTC 4521 followers, 5661 engagements