# ![@mfwarder Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::920624379607822337.png) @mfwarder Matt Warder

Matt Warder posts on X about $btu, $hcc, in the, $amr the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::920624379607822337/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::920624379607822337/c:line/m:interactions.svg)

- [--] Week [------] +15%
- [--] Month [------] +7.70%
- [--] Months [-------] -64%
- [--] Year [---------] -56%

### Mentions: [--] [#](/creator/twitter::920624379607822337/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::920624379607822337/c:line/m:posts_active.svg)

- [--] Week [--] +65%
- [--] Month [--] +78%
- [--] Months [---] +2.20%
- [--] Year [---] -37%

### Followers: [------] [#](/creator/twitter::920624379607822337/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::920624379607822337/c:line/m:followers.svg)

- [--] Week [------] +0.22%
- [--] Month [------] +1.70%
- [--] Months [------] +4.80%
- [--] Year [------] +11%

### CreatorRank: [---------] [#](/creator/twitter::920624379607822337/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::920624379607822337/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  23% [countries](/list/countries)  11% [cryptocurrencies](/list/cryptocurrencies)  5% [stocks](/list/stocks)  4% [currencies](/list/currencies)  3% [social networks](/list/social-networks)  2% [technology brands](/list/technology-brands)  2% [travel destinations](/list/travel-destinations)  2% [nfl](/list/nfl)  1%

**Social topic influence**
[$btu](/topic/$btu) 12%, [$hcc](/topic/$hcc) 10%, [in the](/topic/in-the) 8%, [$amr](/topic/$amr) 8%, [china](/topic/china) 6%, [met](/topic/met) 6%, [$yalax](/topic/$yalax) 5%, [west virginia](/topic/west-virginia) #269, [the most](/topic/the-most) 4%, [$arch](/topic/$arch) 4%

**Top accounts mentioned or mentioned by**
[@sr71blackbirds](/creator/undefined) [@gamboleer](/creator/undefined) [@thecoaltrader](/creator/undefined) [@lukeytrags](/creator/undefined) [@moneyofminepod](/creator/undefined) [@123pleasant](/creator/undefined) [@elitefinpt](/creator/undefined) [@cowboybeeshop](/creator/undefined) [@twinturboce1ica](/creator/undefined) [@realhagetaka](/creator/undefined) [@tboneal](/creator/undefined) [@dzaddy24](/creator/undefined) [@berniekreft](/creator/undefined) [@jonheyman](/creator/undefined) [@evanpgrant](/creator/undefined) [@oilmutt](/creator/undefined) [@shedrills](/creator/undefined) [@timber001](/creator/undefined) [@realzenelan](/creator/undefined) [@mhdksafa](/creator/undefined)

**Top assets mentioned**
[Peabody Energy Corporation (BTU)](/topic/$btu) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Archway (ARCH)](/topic/$arch) [Ramaco Resources, Inc. Common Stock (METC)](/topic/$metc) [Alliance Resource Partners LP (ARLP)](/topic/$arlp) [Teck Resources Limited (TECK)](/topic/$teck) [BHP Group Limited (BHP)](/topic/$bhp) [VALE S.A. (VALE)](/topic/$vale) [NuScale Power Corporation (SMR)](/topic/$smr) [Blockchain Bets (BCB)](/topic/$bcb) [Teradyne, Inc. (TER)](/topic/$ter)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@sr71blackbirds @Tbone_Al @cowboybeeshop @TwinTurboCe1ica @moneyofminepod Nope we like it sorry"  
[X Link](https://x.com/mfwarder/status/2018869929458770326)  2026-02-04T02:11Z 18.9K followers, [--] engagements


"@dzaddy_24 Kid Rock aint purposefully dressed like an Aussie schoolboy and playing an SG like a freaking God of Rock n Roll. Terrible componly one Angus"  
[X Link](https://x.com/mfwarder/status/2020736196918288569)  2026-02-09T05:47Z 18.8K followers, [---] engagements


"@sr71blackbirds Lol so Kid Rock is Axl and Angus 🤣🤣🤣"  
[X Link](https://x.com/mfwarder/status/2020750385133085084)  2026-02-09T06:43Z 18.8K followers, [--] engagements


"@Gamboleer Kid Rock aint Angus. Kid Rock aint Axl. Absolutely no excuse"  
[X Link](https://x.com/mfwarder/status/2020753823220859330)  2026-02-09T06:57Z 18.8K followers, [--] engagements


"@Gamboleer Angus gets to break the rules because Angus is Angus and there will never be another. Same goes for Axl Rose. Kid Rock cant hold their jock straps.I dont even think HE would say he could"  
[X Link](https://x.com/mfwarder/status/2020759191154004243)  2026-02-09T07:18Z 18.8K followers, [--] engagements


"@Bernie_Kreft Man I wish I was young enough to still have my Dad aroundchanged my FB profile picture to his on what would have been his 79th birthday and just havent bothered to change it back"  
[X Link](https://x.com/mfwarder/status/2021069068221223241)  2026-02-10T03:49Z 18.9K followers, [---] engagements


"I will never understand why $HCC refuses to market Blue Creek as an off-spec Mid Vol coal (which it very clearly is) rather than a High Vol A coal (which it very clearly is not). I get the desire to punish competition but youre leaving money on the table boys. #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/2022066523414966674)  2026-02-12T21:53Z 18.9K followers, [----] engagements


"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 Warderand of course the obligatory duet. 😉 #WVDay #WV #AlmostHeaven"  
[X Link](https://x.com/mfwarder/status/1671256173788672000)  2023-06-20T20:38Z 18.9K followers, 257.5K engagements


"Sometimes we say things. Today we say $YAL.AX is too cheap. #CoalTwitter @LukeyTrags Matt Warder @mfwarder $YAL.AX We're gonna just call out YAL as the big value on the board again as it slid another 1.2% in the Aussie session to land at A$4.79 per share. Mean reversion alone would be a nice pickup for even the most degen of traders #CoalTwitter #CoalDegen @LukeyTrags Matt Warder @mfwarder $YAL.AX We're gonna just call out YAL as the big value on the board again as it slid another 1.2% in the Aussie session to land at A$4.79 per share. Mean reversion alone would be a nice pickup for even the"  
[X Link](https://x.com/mfwarder/status/2001818508834017700)  2025-12-19T00:54Z 18.9K followers, [----] engagements


"What is this a pullback for ants $BTU #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/2015857589867675884)  2026-01-26T18:41Z 18.9K followers, [----] engagements


"Two #coal podcasts in one day might be a world record #CoalTwitter 🤣 Episode [--] - Freezing Grids & Firming Prices: Why Coal is Outperforming Gas in the Deep Freeze - Clear Commodity Network with @mfwarder and @TheCoalTrader https://t.co/s9pu3O6LNg Episode [--] - Freezing Grids & Firming Prices: Why Coal is Outperforming Gas in the Deep Freeze - Clear Commodity Network with @mfwarder and @TheCoalTrader https://t.co/s9pu3O6LNg"  
[X Link](https://x.com/mfwarder/status/2018746795514368323)  2026-02-03T18:01Z 18.9K followers, [----] engagements


"Sorry I didn't pump $YAL.AX hard enough yesterday #CoalTwitter But yinz seem to be pumping it just fine.2025 gap filled. @LukeyTrags Matt Warder @mfwarder $YAL.AX We're gonna just call out YAL as the big value on the board again as it slid another 1.2% in the Aussie session to land at A$4.79 per share. Mean reversion alone would be a nice pickup for even the most degen of traders #CoalTwitter #CoalDegen @LukeyTrags Matt Warder @mfwarder $YAL.AX We're gonna just call out YAL as the big value on the board again as it slid another 1.2% in the Aussie session to land at A$4.79 per share. Mean"  
[X Link](https://x.com/mfwarder/status/2018903953455411375)  2026-02-04T04:26Z 18.9K followers, [----] engagements


"Just put out a piece on the $565M investment the US government just made in Brazilian #REE producer Serra Verde.think there's only one place this material can logically go"  
[X Link](https://x.com/mfwarder/status/2019831761681932583)  2026-02-06T17:53Z 18.9K followers, [----] engagements


"https://therareearthstrader.substack.com/p/serra-verde-us-capital-and-the-missing https://therareearthstrader.substack.com/p/serra-verde-us-capital-and-the-missing"  
[X Link](https://x.com/mfwarder/status/2019831836369891415)  2026-02-06T17:53Z 18.9K followers, [----] engagements


"Back in [----] my band was asked by our local radio station to open for [--] Doors Down at our home club @123pleasant in Morgantown. Kryptonite had only caught fire on radio a month or so prior and these guys had just been through a whirlwind of changes - going from an unknown unsigned band from Mississippi to rockstars overnight. Brad used to be the drummer but was moved out front once the song hit in late [----]. He told us he was still getting used to it and kind of uncomfortable. I remember thinking what a humble incredibly nice guy he wasso sad to hear this. JUST IN - Brad Arnold lead singer of"  
[X Link](https://x.com/mfwarder/status/2020274592992944356)  2026-02-07T23:12Z 18.9K followers, 13.1K engagements


"Super blurry photo from that day [--] years ago almost to the day Back in [----] my band was asked by our local radio station to open for [--] Doors Down at our home club @123pleasant in Morgantown. Kryptonite had only caught fire on radio a month or so prior and these guys had just been through a whirlwind of changes - going from an unknown Back in [----] my band was asked by our local radio station to open for [--] Doors Down at our home club @123pleasant in Morgantown. Kryptonite had only caught fire on radio a month or so prior and these guys had just been through a whirlwind of changes - going from"  
[X Link](https://x.com/mfwarder/status/2020295702329586180)  2026-02-08T00:36Z 18.9K followers, [----] engagements


"Pics from the Facebook post my band put up retroactively apologizing for slapping our stickers on [--] Doors Downs tour bushad totally forgotten about that. Back in [----] my band was asked by our local radio station to open for [--] Doors Down at our home club @123pleasant in Morgantown. Kryptonite had only caught fire on radio a month or so prior and these guys had just been through a whirlwind of changes - going from an unknown Back in [----] my band was asked by our local radio station to open for [--] Doors Down at our home club @123pleasant in Morgantown. Kryptonite had only caught fire on radio a"  
[X Link](https://x.com/mfwarder/status/2020569305553760635)  2026-02-08T18:43Z 18.9K followers, [----] engagements


"You can play rock music on stage. You can wear shorts. But you can NEVER do both and expect to be taken seriously. Might as well be wearing Rockports up there grandpa wtf"  
[X Link](https://x.com/mfwarder/status/2020726484806082722)  2026-02-09T05:08Z 18.9K followers, [----] engagements


"If youre in my replies trying to defend Kid Rock lip syncing in jorts by posting pictures of Angus Young and Axl Rose surrender your man cards immediately. 🤡🤡🤡"  
[X Link](https://x.com/mfwarder/status/2020752739748253704)  2026-02-09T06:52Z 18.9K followers, [----] engagements


"Lol behold the Pirates making a splash in free agency. Source confirms: Pirates sign Marcell Ozuna to one-year deal worth $12 million pending physical. @JonHeyman first. Source confirms: Pirates sign Marcell Ozuna to one-year deal worth $12 million pending physical. @JonHeyman first"  
[X Link](https://x.com/mfwarder/status/2020875766108393923)  2026-02-09T15:01Z 18.9K followers, [----] engagements


"The USGS annual report on #REEs was just released.just posted a free writeup on The Rare Earths Trader website"  
[X Link](https://x.com/mfwarder/status/2020969109270430071)  2026-02-09T21:12Z 18.9K followers, [----] engagements


"https://therareearthstrader.substack.com/p/the-2026-usgs-rare-earths-data-is https://therareearthstrader.substack.com/p/the-2026-usgs-rare-earths-data-is"  
[X Link](https://x.com/mfwarder/status/2020969176853250142)  2026-02-09T21:12Z 18.9K followers, [----] engagements


"12 years ago todayjust goes to show you theres always a critic"  
[X Link](https://x.com/mfwarder/status/2021017929106473055)  2026-02-10T00:26Z 18.9K followers, [----] engagements


"Attention Dallas-Ft Worth area frensmight be in your area May 29th 🤣🤣🤣 The Rangers will be giving away replica blood-stained Nolan Ryan jerseys on May 29th against the Royals via @Evan_P_Grant https://t.co/mVYBJLQafZ The Rangers will be giving away replica blood-stained Nolan Ryan jerseys on May 29th against the Royals via @Evan_P_Grant https://t.co/mVYBJLQafZ"  
[X Link](https://x.com/mfwarder/status/2021404204611567888)  2026-02-11T02:01Z 18.9K followers, [----] engagements


"Had a lovely time sitting down with Lukas yesterday to chat about coal and REE marketscheck it out In the meantime I need to get some new headshots 🤣🤣🤣🤣 I sat down with @MFWarder to talk about the Coal & Rare Earths markets. We discuss: Where Met Coal has a structural floor The India vs. China steel battle The missing link in US Rare Earths Stocks to navigate the cycle https://t.co/lpBCtM9Ki3 https://t.co/7Lfwplo0Bl I sat down with @MFWarder to talk about the Coal & Rare Earths markets. We discuss: Where Met Coal has a structural floor The India vs. China steel battle The missing link in"  
[X Link](https://x.com/mfwarder/status/2021674306866958519)  2026-02-11T19:54Z 18.9K followers, [----] engagements


"Happy 162nd birthday West Virginia Lula and I gonna have some pepperoni rolls with sauce Oliverio's peppers and cheese while we celebrate nephew #2s second bday and maybe buy some COOOOOOAAALLLL stonks after hours. 🤣 #WVDay #WV #AlmostHeaven 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 Warderand of course the obligatory duet. 😉 #WVDay #WV #AlmostHeaven https://t.co/3OHDNqvqBi Happy 160th birthday West Virginia This is a special one as nephew #2"  
[X Link](https://x.com/mfwarder/status/1936169899396612220)  2025-06-20T21:10Z 18.9K followers, 38.4K engagements


"Always an absolute joy to talk #coal with the @moneyofminepod boys. Apologies for not pumping #YanSolar as much as #CoalTwitter would have likedI promise to rectify that in a future installment 🤣 Matt Warder (@mfwarder) says coal markets right now are in "The Great Accumulation of 2026". The setup is ripe. AI wants infinite compute grids can only scale linearly. Institutional capital is flowing back into coal again. India's demand story is real. We might look back on https://t.co/oQELA4vvhx Matt Warder (@mfwarder) says coal markets right now are in "The Great Accumulation of 2026". The setup"  
[X Link](https://x.com/mfwarder/status/2018686174622065102)  2026-02-03T14:01Z 18.9K followers, [----] engagements


"Guess Indonesia isnt serious about curtailing #coal supply after allshocker #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/2019520764513562941)  2026-02-05T21:17Z 18.9K followers, 35.3K engagements


"If you think auto dealers are lowering their prices because of this Lee perhaps I could also interest you in this Wagon Queen Family Truckster 🤣 In the single largest deregulatory action inU.S.history President Trump and I are now announcing the repeal ofthe [----] Obama EPA Endangerment Finding ALL vehicle greenhouse gas emission standards that followed and ALL off-cycle credits that include the much-despised In the single largest deregulatory action inU.S.history President Trump and I are now announcing the repeal ofthe [----] Obama EPA Endangerment Finding ALL vehicle greenhouse gas emission"  
[X Link](https://x.com/mfwarder/status/2022077409185738943)  2026-02-12T22:36Z 18.9K followers, [----] engagements


"Happy Halloween from Hermione and Hagrid 🎃👻🧙♂🧙♀🪄"  
[X Link](https://x.com/mfwarder/status/1719507381934068026)  2023-11-01T00:11Z 18.8K followers, 11.6K engagements


"$HCC resultsI nailed revenue within 1%. Street was 30% off. Dont listen to the Streetlisten to #CoalTwitter who thinks they also should have raised guidance Walt Dale Get bulled up 😤😤😤"  
[X Link](https://x.com/mfwarder/status/1719844789988859906)  2023-11-01T22:32Z 18.8K followers, 21.7K engagements


"$TECK $GLEN.L Met #coal deal about done at close to a $10B () valuation. 😳😳😳 #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1724245659216195770)  2023-11-14T01:59Z 18.8K followers, 63.8K engagements


"RIP Charlie Mungerabsolute legend"  
[X Link](https://x.com/mfwarder/status/1729606475033538657)  2023-11-28T21:01Z 18.8K followers, [----] engagements


"Attention #tinbarons: #CoalTwitter is launching a hostile takeover of the nickname AlphaMoon 😤😤😤"  
[X Link](https://x.com/mfwarder/status/1732418929916620994)  2023-12-06T15:17Z 18.8K followers, 17.8K engagements


"HNY #CoalTwitter Big news today is China reinstatement of tariffs on imported coal from everywhere *except* Australia and ASEAN countries. That casts some doubt on further outperformance of our Mongolian frens but is good news for ze Aussie bois. Let's take a look.1/x China's import tariffs casts uncertainty over [----] coking coal imports https://t.co/1UUgao9BGN #CokingCoal #CokingCoalImport #ImportTariff China's import tariffs casts uncertainty over [----] coking coal imports https://t.co/1UUgao9BGN #CokingCoal #CokingCoalImport #ImportTariff"  
[X Link](https://x.com/mfwarder/status/1742177717477322977)  2024-01-02T13:35Z 18.8K followers, 51.5K engagements


"Aussie #met #coal production not recovering which is a key component of every major research houses bearish outlook. #CoalTwitter $AMR $ARCH $HCC $METC $BTU In other news $BHP cut outlook for metcoal production. By 8+ million tons for year ending in June [--]. https://t.co/kAsZiZZ9go #CoalTwitter $AMR $ARCH $HCC $METC $BTU In other news $BHP cut outlook for metcoal production. By 8+ million tons for year ending in June [--]. https://t.co/kAsZiZZ9go"  
[X Link](https://x.com/mfwarder/status/1747779427927285832)  2024-01-18T00:34Z 18.8K followers, 24K engagements


"COOOOOOOOOOOAAAAAAAAAAALLLLLLL #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1748065508618916228)  2024-01-18T19:31Z 18.8K followers, 27.9K engagements


"13000 followers Yinz cray for #coalthis makes me far more concerned of a market top than an ETF launch.🤣 Seriously though thankful for all my smart and kind #CoalTwitter #EFT and #MinTwit friends here on the bird applife is richer with you in it. 🥳🥳🥳"  
[X Link](https://x.com/mfwarder/status/1750194827247964292)  2024-01-24T16:32Z 18.8K followers, 23.1K engagements


"2024 PLV coking #coal curve starting to look a little long in the tooth. Feb/Mar contracts peaked around Jan [--] at $330/t off $15 since. Q2 contracts peaked in Nov at $315 off $15-20 since. Prices prob headed to $250/t in June before the Q3 restock bounce (macro permitting)"  
[X Link](https://x.com/mfwarder/status/1752363185871434062)  2024-01-30T16:08Z 18.8K followers, 91.3K engagements


"1M returns flipped negative on #coal bois last week so momentum funds exiting. Avg spring drawdown across coal stonks is 20% so should see good entries in the big dogs over next few weeks. $AMR $HCC $ARCH already there but still a lot of time on the clock. #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1754909243155665239)  2024-02-06T16:45Z 18.8K followers, 15.1K engagements


"OK so now that momo has left the met #coal building let's take a look through the equities and see what levels look interesting on pullbacks. 1/x [----] PLV coking #coal curve starting to look a little long in the tooth. Feb/Mar contracts peaked around Jan [--] at $330/t off $15 since. Q2 contracts peaked in Nov at $315 off $15-20 since. Prices prob headed to $250/t in June before the Q3 restock bounce (macro permitting). https://t.co/3IFYWNxLUd [----] PLV coking #coal curve starting to look a little long in the tooth. Feb/Mar contracts peaked around Jan [--] at $330/t off $15 since. Q2 contracts"  
[X Link](https://x.com/mfwarder/status/1754919337326940660)  2024-02-06T17:25Z 18.8K followers, 74.8K engagements


"Itsits just so beautiful. $AMR 🐐"  
[X Link](https://x.com/mfwarder/status/1762221928431878229)  2024-02-26T21:03Z 18.8K followers, 16.8K engagements


"Iummm made another table. $AMR 🐐#CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1762919122155844064)  2024-02-28T19:14Z 18.8K followers, 96.9K engagements


"$AMR Level [--] activated.will we get laser eyes before the buyback restarts Maybe I'm in the minority here but I don't think a 1-quarter 10-20% pullback in met prices warrants a 33% decline in share price. #CoalTwitter Iummm made another table. $AMR 🐐#CoalTwitter https://t.co/FC3m9cuEDU Iummm made another table. $AMR 🐐#CoalTwitter https://t.co/FC3m9cuEDU"  
[X Link](https://x.com/mfwarder/status/1767929730861350944)  2024-03-13T15:04Z 18.8K followers, 30.9K engagements


"14000 followers I am constantly humbled by (and grateful for) how many folks have become interested in #coal over the past few years. Celebrating this Twitter milestone by hopping a train up to NYCI wonder which #CoalTwitter #MinTwit #EFT frens I might run into 🤔🤣🥳"  
[X Link](https://x.com/mfwarder/status/1775620367802921452)  2024-04-03T20:24Z 18.8K followers, [----] engagements


"MY NAME IS COALMET COAL #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1776024440117080408)  2024-04-04T23:09Z 18.8K followers, 24.8K engagements


"About three hours left in this poll but #CoalTwitter just gonna go ahead and declare victory in both stonks and honky tonks. 🤣🤣🤣 After all Im Just an Old Chunk o #Coal Okay a poll just for light fun. Which of the below amazing #Energy twitter/X people would make the best Country Music singer (Note all American as the accent is more suited to country). @oilmutt @SheDrills @mfwarder @timber001 Okay a poll just for light fun. Which of the below amazing #Energy twitter/X people would make the best Country Music singer (Note all American as the accent is more suited to country). @oilmutt"  
[X Link](https://x.com/mfwarder/status/1777120509081100351)  2024-04-07T23:45Z 18.8K followers, 24.4K engagements


"@realZenelan @mhdksafa I think you better review the father in this scenario before offering up this comparison"  
[X Link](https://x.com/mfwarder/status/1779601787189616695)  2024-04-14T20:05Z 18.8K followers, [----] engagements


"Now this is what we wanna see met #coal 😤😤😤 #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1779899268477698549)  2024-04-15T15:47Z 18.8K followers, 15.5K engagements


"Holy cow May futures for met #coal up $15 to $271/tQ3 now sitting at $281/t #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1780595377328259528)  2024-04-17T13:53Z 18.8K followers, 16.7K engagements


"Lots of chatter regarding the $BTU call today and not a lot of it positive with the common theme mostly "wen buyback" But like $HCC they have a more important thing to take care of atm. I address that - and a big announcement - in today's TCT blog😲 https://thecoaltrader.com/getting-the-story-straight-on-btu/ https://thecoaltrader.com/getting-the-story-straight-on-btu/"  
[X Link](https://x.com/mfwarder/status/1786233847245422738)  2024-05-03T03:18Z 18.8K followers, 29.5K engagements


"Me looking at ze #coal bois today.🔥🔥🔥"  
[X Link](https://x.com/mfwarder/status/1797649363914952952)  2024-06-03T15:19Z 18.8K followers, 24.1K engagements


"Probably need to be patient given how slow the #steel sector is moving at the moment but $VALE being all the way down here at this level is.well it's just dumb"  
[X Link](https://x.com/anyuser/status/1802806402630525068)  2024-06-17T20:51Z 18.8K followers, 40.1K engagements


"Happy 161st birthday West Virginia Lula and I gonna have some hot dogs with sauce (NOT chili) onions and mustard while we celebrate nephew #2s first bday and wait on the Mothman to show up 🤣 #WVDay #WV #AlmostHeaven 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 Warderand of course the obligatory duet. 😉 #WVDay #WV #AlmostHeaven https://t.co/3OHDNqvqBi Happy 160th birthday West Virginia This is a special one as nephew #2 arrived this morning at"  
[X Link](https://x.com/mfwarder/status/1803924645672022522)  2024-06-20T22:55Z 18.8K followers, 128.3K engagements


"Seeing some pretty concerning photos of the fire at Anglos Grosvesnor mine - these courtesy of our friend @realhagetaka. Almost certainly going to put a bottom under Met #coal prices in short term but mostly thankful nobody hurt. #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1807227086106415184)  2024-06-30T01:38Z 18.8K followers, 22.3K engagements


"Took a stab at analyzing the likely effect Anglo's Grosvenor #coal mine fire will have on metallurgical coal markets going forward. In short I doubt it pushes us back to last year's highs but $300 most definitely back in play. #CoalTwitter https://thecoaltrader.com/grosvenor-mine-fire-will-tighten-met-coal-markets/ https://thecoaltrader.com/grosvenor-mine-fire-will-tighten-met-coal-markets/"  
[X Link](https://x.com/mfwarder/status/1807542229465989510)  2024-06-30T22:30Z 18.8K followers, 47K engagements


"..       just droppin in to say  COOOOOOOAAAALLLLL ☻/ / / #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1807789677207781697)  2024-07-01T14:53Z 18.8K followers, 18K engagements


"BIGGGGG uplift in Q3 Met #coal prices #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1807927665699279057)  2024-07-02T00:01Z 18.8K followers, 21.1K engagements


"Yinz have no idea how psyched I am to share that these absolute banger Australian blokes were kind enough to have this old West Virginia #coal boy on the most irreverent and completely based mining podcast in the known universe. I can only hope I did them justice #CoalTwitter. 😤😤😤 Wanna learn about coal @mfwarder Fires at Grosvenor & Longview Price volatility Thermals capped upside Structural bottom in met Dividends - buybacks Tech advancements Hot takes on: $GLEN $ARCH $AMR $HCC $BTU $SMR $YAL $CRN $NHC $WHC $BCB $TER https://t.co/I07LR8XbBL Wanna learn about coal @mfwarder Fires at"  
[X Link](https://x.com/mfwarder/status/1809139064773177816)  2024-07-05T08:15Z 18.8K followers, 37.1K engagements


"100% premiumwow. Anyone still bearish #steel now"  
[X Link](https://x.com/mfwarder/status/1812799397853339648)  2024-07-15T10:40Z 18.8K followers, 15.6K engagements


"Not sure who needs to hear this but Bad energy policy = good for energy stocks Good energy policy = bad for energy stocks #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1814136656359727191)  2024-07-19T03:14Z 18.8K followers, 16.3K engagements


"#Coal stockpiles in Europe continue to move in the right direction.lowest level since May of [----]. #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1815765875108045013)  2024-07-23T15:08Z 18.8K followers, 11.4K engagements


"If you listened to the $BTU call you'd know that global met #coal supply is falling by another [------] short tons. Add that to Grosvenor and Longview (3M) for the balance of [----] and that puts HCC supply back on the razor's edge of demand despite China weakness"  
[X Link](https://x.com/mfwarder/status/1819043944224764218)  2024-08-01T16:14Z 18.8K followers, 15.2K engagements


"Nice beat $HCC Production and sales an absolute banger well done. #CoalTwitter Phone ringing off the hook today but $HCC earnings preview about done.getting $425M in revenue/$122M Adj EBITDA/$58M Net Inc or like $1.11 per share. If that's right it means they beat on revenue but miss on earnings. 100% chance Walt and Dale sound bearish. 🤣 #CoalTwitter Phone ringing off the hook today but $HCC earnings preview about done.getting $425M in revenue/$122M Adj EBITDA/$58M Net Inc or like $1.11 per share. If that's right it means they beat on revenue but miss on earnings. 100% chance Walt and Dale"  
[X Link](https://x.com/anyuser/status/1819105385543791019)  2024-08-01T20:18Z 18.8K followers, 22.5K engagements


"What an absolute joy of an evening Thanks so much for coming to visit @MohnishPabrai and for being such a great supporter of our wonderful little #CoalTwitter community I very much enjoyed breaking bread with @TheCoalTrader. I felt like I was drinking from a fire hydrant throughout dinner Thanks for a wonderful evening @mfwarder https://t.co/8n0gMjsSD4 I very much enjoyed breaking bread with @TheCoalTrader. I felt like I was drinking from a fire hydrant throughout dinner Thanks for a wonderful evening @mfwarder https://t.co/8n0gMjsSD4"  
[X Link](https://x.com/mfwarder/status/1823164633374392819)  2024-08-13T01:08Z 18.8K followers, 18.8K engagements


"Me rn: #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1824075173051457811)  2024-08-15T13:26Z 18.8K followers, 13.7K engagements


"ITS ALIIIIIIIIIIIIIIIIIIVE #CoalTwitter"  
[X Link](https://x.com/anyuser/status/1829162916169535691)  2024-08-29T14:23Z 18.8K followers, 13.9K engagements


"@WVUBarstool Id like to report a murder"  
[X Link](https://x.com/anyuser/status/1830031918538121600)  2024-08-31T23:56Z 18.8K followers, 69.3K engagements


"@NicholasKruge He went to Afghanistan as a Congressman in 2008"  
[X Link](https://x.com/anyuser/status/1830214921092579700)  2024-09-01T12:03Z 18.8K followers, [----] engagements


"Look folks you can spend $750/year on some fake Swiss dude's tradoooooor BS for coal equities or you can use the $BTU Secret Money Hack (H/T @HomosexualMan1) for free. 2-factor model - Bollinger Bands set to [--] StDevs of a 20D SMA and RSI [--] or [--]. #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1835897258107125905)  2024-09-17T04:23Z 18.8K followers, 15.7K engagements


"#CoalTwitter bois and their met #coal stonkles on #China stimmy news be doin the 🌈 🐻 ☠ dance fr fr no cap $AMR +1.5% $HCC +2.5% $SMR.AX +2.5% $BTU +2.8% $WHC.AX +6% () COOOOOOAAAAAAALLLLLL"  
[X Link](https://x.com/anyuser/status/1838559381421465953)  2024-09-24T12:41Z 18.8K followers, 19.4K engagements


"I never miss my Dad more than when the World Series draws to a close. It was him that willed my unending love for baseball into existenceat one bookend dragging me to practice against my will at age [--] and at the other dropping me off at college as a D-1 player (albeit a pedestrian one). And after I lost him some [--] years ago - cruelly in October - it became difficult to even just watch games. While thats gotten easier over the years it has never gone away completely. And in the intervening time I have *really* grown to appreciate the opening to former MLB Commissioner Bart Giamattis poem In"  
[X Link](https://x.com/mfwarder/status/1851858579889815849)  2024-10-31T05:27Z 18.8K followers, [----] engagements


"Its official. $BTU buying Anglos Met coal assets in Australia in a complicated transaction. $750M in deferred payments over [--] years & contingent payments for met coal prices above certain levels over $235 next [--] yrs. BUMA might also option Dawson for $445M. #CoalTwitter Anglo American to generate up to US$4.9 billion of total cash proceeds from sale of steelmaking coal business: agrees sale of remaining steelmaking coal portfolio to Peabody Energy for up to US$3.8 billion. Read more here: https://t.co/B7ZR6DcRzT https://t.co/TwgkilEFCW Anglo American to generate up to US$4.9 billion of total"  
[X Link](https://x.com/mfwarder/status/1860948154394558607)  2024-11-25T07:26Z 18.8K followers, 32.5K engagements


"My DMs today 🤣 $BTU #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1861089732845019292)  2024-11-25T16:49Z 18.8K followers, 46.7K engagements


"Long dayjust finished a @TheCoalTrader writeup on the $BTU $AAL.L deal. High-level takeaway: the deal is pretty solid on paperbut like all big M&A success will come down to how well they execute on the operational side. Link in the comments #CoalTwitter My DMs today 🤣 $BTU #CoalTwitter https://t.co/MIgUX4Zczm My DMs today 🤣 $BTU #CoalTwitter https://t.co/MIgUX4Zczm"  
[X Link](https://x.com/mfwarder/status/1861268956528681403)  2024-11-26T04:41Z 18.8K followers, [----] engagements


"I am digging the vibes in the eucalyptus tree heremarket wants a superhero base metals company and our coal bois want a massive shareholder return vehicle. $RIO $GLEN.L #CoalTwitter Pilbara Iron Ore + Dampier Salt + GlenCoal + IOCC + EVR = bulk commodity Australian-Canadian champion that could do buybacks using IOCC & EVR cash flows and pay franked dividends from iron ore + QLD/NSW coal cash flows probably ASX & USA listed Alcan + 30% Escondida + 34% Pilbara Iron Ore + Dampier Salt + GlenCoal + IOCC + EVR = bulk commodity Australian-Canadian champion that could do buybacks using IOCC & EVR"  
[X Link](https://x.com/mfwarder/status/1880026425010581686)  2025-01-16T22:56Z 18.8K followers, [----] engagements


"Happy birthday to my beautiful Mom who would have turned [--] today. Its hard to believe shes been gone for more than eight years now. You know of all the things I could possibly miss about my Mom - her idiosyncrasies her unconditional support her unending love for her kids - the thing I still miss the most is talking to her on the way home from work.a pretty regular occurrence in the years after Dad passed. But after we lost her those drives became excruciatingly silent and there just werent enough engaging albums podcasts or audiobooks to fill the void. And now I dont even have the drives."  
[X Link](https://x.com/mfwarder/status/1915957161139507242)  2025-04-26T02:32Z 18.8K followers, [----] engagements


"Just published a piece @TheCoalTrader on the latest $BTU - $AAL.L drama and #CoalTwitter folks it is a dooooooozy. Links below 👇🏻👇🏻👇🏻"  
[X Link](https://x.com/mfwarder/status/1922034218470654298)  2025-05-12T21:00Z 18.8K followers, 16K engagements


"@Johnie36149708 @InvestInOnG Eyeballs = money"  
[X Link](https://x.com/mfwarder/status/1922824631435534795)  2025-05-15T01:21Z 18.8K followers, [--] engagements


"@loganclarkhall Jesus you are an idiot"  
[X Link](https://x.com/mfwarder/status/1928453162135932947)  2025-05-30T14:07Z 18.8K followers, 18K engagements


"@SpiritofPines Last time I checked Dayton is not in the hills of Appalachia"  
[X Link](https://x.com/mfwarder/status/1930982448474542408)  2025-06-06T13:37Z 18.8K followers, 237.5K engagements


"Attention #CoalTwitter IRON ORE AND STEEL SURGE AS CHINA VOWS TO CUT OUTDATED CAPACITY IRON ORE AND STEEL SURGE AS CHINA VOWS TO CUT OUTDATED CAPACITY"  
[X Link](https://x.com/mfwarder/status/1940413094599213257)  2025-07-02T14:11Z 18.8K followers, 28.8K engagements


"@SkoveTony I was rewarded for my FOMO trade by getting stopped out 8% lower. 🤦♂"  
[X Link](https://x.com/mfwarder/status/1970927244609728880)  2025-09-24T19:04Z 18.7K followers, [---] engagements


"All my stuff is green. This is not a normal experience for mining investors. 🤣"  
[X Link](https://x.com/mfwarder/status/1975986224834936988)  2025-10-08T18:06Z 18.8K followers, 19.2K engagements


"@samhigginson8 Prefer met over international thermal this year. Think [----] should be ok for both but 2027-28 is blast off time for met. If China steel exports normalize in [----] could happen sooner"  
[X Link](https://x.com/mfwarder/status/2008662658124554268)  2026-01-06T22:11Z 18.8K followers, [---] engagements


"Pretty much zero PLV/PMV coking #coal in the marketrain only means there will be less. SGX Futures prices coming out in 10m #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/2009616184661131451)  2026-01-09T13:20Z 18.8K followers, [----] engagements


"And just like that the 90s William & Mary grad era of the NFL comes to a close. Worst part is both the Steelers and the Bills have needed more offensive weapons to get over the hump and neither ownership was either creative or cooperative enough to make it happen. Bills fired HC Sean McDermott per source. https://t.co/snnTXfzJaD Bills fired HC Sean McDermott per source. https://t.co/snnTXfzJaD"  
[X Link](https://x.com/mfwarder/status/2013266315830493300)  2026-01-19T15:04Z 18.7K followers, [----] engagements


"Busy day in #RareEarths world today.got a couple of pieces for the REE-Stack out on the $UUUU $ASM.AX merger and $AREC -ReElement's.ummm.other thing. 🤣🤣🤣 Links in the comments"  
[X Link](https://x.com/mfwarder/status/2014060394591945087)  2026-01-21T19:39Z 18.7K followers, [----] engagements


"Given today's precious metal bloodbath figured I'd have a little fun in the not-quite-commodity sector here. Today's move in commodities largely tied to the recent puke in the USD which was pretty huge relative to recent levels.could return to [--] and still a lower high 1/x"  
[X Link](https://x.com/mfwarder/status/2017314234443452878)  2026-01-30T19:09Z 18.7K followers, [----] engagements


"Meanwhile #Bitcoin is positively correlated with the USD and is sitting down here making both a short and medium term double bottom/H&S while the VIX is still below 20.3/x"  
[X Link](https://x.com/mfwarder/status/2017315814819438755)  2026-01-30T19:15Z 18.7K followers, [----] engagements


"@YellowLabLife @ValueSituations Isnt that what $JMAT.L Johnson Matthey does"  
[X Link](https://x.com/mfwarder/status/1721451801759670727)  2023-11-06T08:57Z 18.9K followers, [----] engagements


"Todays morning routine: Wake up. Shower. Make coffee. Drink coffee whilst looking out the window at Boston Harbor. See that $YAL.AX declares a dividend of $0.00. Spit out coffee. Cry a little. Go back to bed. #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1825474883863589011)  2024-08-19T10:08Z 18.9K followers, 13.4K engagements


"Australian #coal miners headed EVEN LOWER on the global cost curve. Crazypants. #CoalTwitter AUSTRALIAN DOLLAR DECLINES 5% WORST DROP SINCE [----] AUSTRALIAN DOLLAR DECLINES 5% WORST DROP SINCE 2008"  
[X Link](https://x.com/mfwarder/status/1908223645912035529)  2025-04-04T18:22Z 18.9K followers, 14.4K engagements


"@Nick_OToole @LukeyTrags If I gotta pick one in a bear market I pick $YAL.AX"  
[X Link](https://x.com/mfwarder/status/1918217461679219133)  2025-05-02T08:14Z 18.9K followers, [---] engagements


"@Bamba_valance Anything but $IVN.TO $IVPAF initially given the newsthere will be a time to buy there however but doubt it is tomorrow"  
[X Link](https://x.com/mfwarder/status/1927221772916576297)  2025-05-27T04:34Z 18.8K followers, [---] engagements


"Quad [--] does weird stuff - fundamentals not really better but small caps and high short interest ripping and now momo algos joining in on 1-month momentum. Long af $CNR $ARLP so benefitting from that but still trimming and all my hedges stopped out. #CoalTwitter #Coaltwitter right now to @mfwarder 😂😂😂😂 https://t.co/fnGrqK1Ecu #Coaltwitter right now to @mfwarder 😂😂😂😂 https://t.co/fnGrqK1Ecu"  
[X Link](https://x.com/mfwarder/status/1947678006601740632)  2025-07-22T15:19Z 18.9K followers, [----] engagements


"$ARLP earnings out which beat consensus earnings ($0.73 vs $0.68 with which @TheCoalTrader was in line) on higher production and lower costs. The govt shutdown prevented Q3 MSHA production release which was 5% higher matching exactly how much we were off on rev. #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1982836181038780456)  2025-10-27T15:45Z 18.9K followers, [----] engagements


"Good to see those #coal seams exposed at Benjamin Hills $BNN.CN $BNNHF La Estrella project in Colombia Bulk sampling program is commencing as they start to develop the slope with first production likely less than a year away. Benjamin Hill Mining updates Colombian Coal Project - https://t.co/wECjqPTSTc #ResourceWorld #resourceinvesting #miningnews #mining @bnn_mining https://t.co/evWUG3aQL3 Benjamin Hill Mining updates Colombian Coal Project - https://t.co/wECjqPTSTc #ResourceWorld #resourceinvesting #miningnews #mining @bnn_mining https://t.co/evWUG3aQL3"  
[X Link](https://x.com/mfwarder/status/1776339841812210112)  2024-04-05T20:03Z 18.9K followers, [----] engagements


"Happy $COAL ETF launch day for those who celebrate 🥳🥳🥳 #CoalTwitter #Coal $AMR $HCC $ARCH $METC $BTU $CEIX $WHC.AX $SMR.AX $CRN.AX $YAL.AX $TGA.LN $CSO.V $SGQ.V *Coal ETF launches tomorrow Energy ETFs to list tomorrow Wed Jan [--] [----] Range Global Coal Index ETF $COAL Range Global LNG Ecosystem Index ETF $LNGZ Range Global Offshore Oil Services Index ETF $OFOS Range Nuclear Renaissance Index ETF $NUKZ All at 0.85% fees https://t.co/F5PCPGV8uG *Coal ETF launches tomorrow Energy ETFs to list tomorrow Wed Jan [--] [----] Range Global Coal Index ETF $COAL Range Global LNG Ecosystem Index ETF $LNGZ"  
[X Link](https://x.com/mfwarder/status/1750128507298984076)  2024-01-24T12:08Z 18.9K followers, 29.5K engagements


"Amazing that these were the same guys dooming and glooming it last week so much that it woke up all the met coal will never be green again crowd. 1.2-1.5 Mstpa upgrade and this cost curve chart thats such a banger I wont even make fun of how bad McKinsey is. #CoalTwitter Holy f---ing.Walt & Dale from the high ropes with one hell of an incredible Blue Creek update for Warrior Met Coal $HCC Economics done at $250/mt. But even at $190/mt PLV guiding to an incremental $429MM of free cash flow The koala is pleased.the good old boys are going https://t.co/3IboJ60YdB Holy f---ing.Walt & Dale from"  
[X Link](https://x.com/anyuser/status/1893072757404868681)  2025-02-21T22:58Z 18.9K followers, 27.8K engagements

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