[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

[@LukeyTrags](/creator/twitter/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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1947148283811708940) 2025-07-21 04:15:01 UTC 4505 followers, 17.6K engagements


"ASX #coal sorted by QTD. $YAL.AX $YAL outperforming peers big time. starting price matters in down periods #CoalTwitter 🪳🪳🪳 $WHC.AX $NHC.AX"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1760081940953407911) 2024-02-20 23:20:10 UTC 4490 followers, 1865 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1947917226222489956) 2025-07-23 07:10:31 UTC 4505 followers, 5139 engagements


"This degenerate just bought a tranche of $YAL.AX $YAL XXX. Market having a hissy fit about the sales slippage which will just be realised next qrt Did anyone else grab a few Seem to always get these YAL dumps every so often. #coaltwitter"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1946021723037683735) 2025-07-18 01:38:28 UTC 4505 followers, 6297 engagements


"Fascinating thread on $PLS.AX $PLS from a psychological lens. The liffium cult wants to orchestrate an ASX Gamestop equivalent. In noisy situations like this the fundamentals likely don't matter in the short term. Reaction to this post alone is wild. 🍿 #lithium #shortsqueeze"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1764898468357877930) 2024-03-05 06:19:19 UTC 4493 followers, 6486 engagements


"$WHC.AX - costs coming to low end & vol to high end of guidance - XXX more staff gone - QLD spec testing will likely result in relativity bump - recent M&A makes WHC v cheap - negligible contingency at spot - BS healthy - 2H div bump likely - thermal v strong in SS #coaltwitter"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1861904097105838089) 2024-11-27 22:45:03 UTC 4503 followers, 15.1K engagements


"Good read Next cycle gunna be funnn for Aussie met names. $WHC.AX $SMR.AX $YAL.AX"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1917724189055922664) 2025-04-30 23:34:10 UTC 4504 followers, 6926 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1947824414344810540) 2025-07-23 01:01:43 UTC 4505 followers, 12.9K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1817780104002682944) 2024-07-29 04:32:04 UTC 4493 followers, 40.9K engagements


"Impressive to have a $XX prod. margin when coal is well into the global cost curve. It will likely be the weakest qrt for realised pricing (contract timing/lag) + thermal prices have already rallied from the lows & could strengthen from here. beast $YAL.AX $YAL #coaltwitter"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1945774171755336109) 2025-07-17 09:14:47 UTC 4490 followers, 1466 engagements


"And the shopping begins drop in the bucket but its a start $YAL.AX $YAL #coaltwitter"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1946128015370645590) 2025-07-18 08:40:50 UTC 4503 followers, 7189 engagements


"@JamesHMackay Anything above X% in Australia is fairly material. And for these stocks it is large. And its of the adjusted free float (so X% for YAL is XX% of the free float)"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1947852174375194806) 2025-07-23 02:52:02 UTC 4505 followers, XXX engagements


"@jakestrading18 Nice. Where would $YAL be at $XX WHC"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1947261920383205380) 2025-07-21 11:46:34 UTC 4506 followers, XXX engagements


"@toy59496 What will be the determining factor for you to deem we are now in the upturn of a new cycle"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1947164531383476323) 2025-07-21 05:19:35 UTC 4496 followers, XXX engagements


"Millner's pushing the chips in for met coal - is this a signal that the mrkt is close to a cycle bottom #coaltwitter $NHC.AX $NHC"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1901478102041297277) 2025-03-17 03:38:01 UTC 4484 followers, 4953 engagements


"Here is the performance of ASX thermal coal peers adjusted for divs since the $BHP deal. It is clear that recent weakness is a result of the underlying commodity prices. $NHC.AX $YAL.AX $WHC.AX $TER.AX #coaltwitter"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1721699945118622113) 2023-11-07 01:23:49 UTC 4502 followers, 13K engagements


"Creeping higher in stealth mode. #coaltwitter $YAL.AX $NHC.AX $WHC.AX"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1906831521639776284) 2025-03-31 22:10:36 UTC 4493 followers, 5954 engagements


"Both $WHC.AX & $NHC.AX starting to chip away at their floats kicking off new buyback campaigns (albeit smalls). Shows how theyre thinking about their current valuations versus sector cash flows over the longer term. #coaltwitter"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1901763040951112061) 2025-03-17 22:30:16 UTC 4485 followers, 4259 engagements


"$YAL.AX is now trading X% green in a sea of red. probs cause it just printed its lowest EV since having the asset base is currently does (madness) #coaltwitter"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1909068537039352144) 2025-04-07 02:19:42 UTC 4502 followers, 10.6K engagements


"Was the only thing🟢overnight met coal😝 AUD barbecued to XX & US producer costs gapping higher are all bonuses too. We got slugged with royalties so deserved some good tailwinds. Next cycle gunna be epic 🚀 #bottomsin #goAustralia #coaltwitter $WHC.AX $YAL.AX $SMR.AX $NHC.AX"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1908307127988609217) 2025-04-04 23:54:08 UTC 4493 followers, 4365 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1947784276856160324) 2025-07-22 22:22:14 UTC 4505 followers, 4777 engagements


"I think this would have to be my fave snippet of @moneyofminepod so far. 🤣 #coaltwitter $WHC.AX $YAL.AX @mattymikals @JDmoneyofmine @agcmoneyofmine"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1826569191279005718) 2024-08-22 10:36:45 UTC 4505 followers, 9551 engagements


"@JohnTheFascist Equities lead spot so I anticipate some strengthening coal prices from here. Along with all the other reasons e.g. into the cost curve etc"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1947600387281981935) 2025-07-22 10:11:31 UTC 4496 followers, XX engagements


"Bears are loudest at the bottom 👀 #coaltwitter $YAL.AX $NHC.AX $WHC.AX"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1896663356796444672) 2025-03-03 20:45:57 UTC 4485 followers, 12K engagements


"Me refreshing my page every second waiting for the $YAL.AX $YAL qrtly to drop. #coaltwitter"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1945766543109050762) 2025-07-17 08:44:29 UTC 4470 followers, 8296 engagements


"When even BHPs tier X assets werent making money at XXX spot you knew you were at historic lows. nek minute bouncy time #coaltwitter $WHC.AX $YAL.AX $SMR.AX $AMR $HCC $BTU"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1909237876371730855) 2025-04-07 13:32:36 UTC 4504 followers, 7761 engagements


"What is on our shopping list fellow degenerates $YAl.AX $YAL #coaltwitter"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1945781571254133013) 2025-07-17 09:44:12 UTC 4503 followers, 12.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1913037230496751772) 2025-04-18 01:09:52 UTC 4505 followers, 20.7K engagements


"@toy59496 When comped against other cyclicals they are still the cheapest at both cycle tops & bottoms IMO"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1947155154849198195) 2025-07-21 04:42:19 UTC 4503 followers, XXX engagements


"@UDiamondBalls Where can I read this deep dive sir"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1947217289360683106) 2025-07-21 08:49:13 UTC 4487 followers, XXX engagements


"Great graph showing the oil cost curve. aussie big boys are under some pressure $WDS.AX $STO.AX lower oil prices means lower operating costs for everyone else #OOTT"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1909763224301670755) 2025-04-09 00:20:09 UTC 4504 followers, 3519 engagements


"This is why the contigent $ of the $WHC.AX deal is strategic/important when analysing the transaction value. Vendor finance with FCF unlocking for the next met cycle. Current px means 2y of negligible contigency to $BHP.AX so total cost is just upfront + deferred. #coaltwitter"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1893473071962759407) 2025-02-23 01:28:54 UTC 4502 followers, 2713 engagements


"Another X% green. noisy 🐻s $YAL.AX $NHC.AX $WHC.AX"  
![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1899287271796625591) 2025-03-11 02:32:27 UTC 4485 followers, 3942 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1190855035111952384.png) [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1922152319816171815) 2025-05-13 04:49:59 UTC 4487 followers, 5644 engagements