The Coal Trader

The Coal Trader

Quick Coal vs. Gas Thoughts

Getting a bit philosophical on coal after CERAWeek

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The Coal Trader
Mar 27, 2026
∙ Paid

I was at the CERAWeek conference in Houston, TX this week, and the topic of the global coal-to-gas paradigm shift came up time and time again. There weren’t many people with expertise in coal at the conference (minus Ernie Thrasher of XCoal, who I was happy to bump into), so there wasn’t any deep analysis of coal markets, but the talking heads covering …

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