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Thesis Capital Inc. @ThesisCap on x 1642 followers
Created: 2025-07-26 21:44:35 UTC
An excellent discussion - Insights from #coal expert @mfwarder's on LNG exports, China’s steel cuts, and summer demand were spot on.
Key names: $HCC, $CNR, $ARLP, $METC + juniors like Forge Resources $FRG.CN
#Coal #LNG #Commodities #Investing #Macro
XXX engagements
Related Topics investment $6753t $frgcn forge $metc $arlp $hcc $cnr