Tariffs, Mine Closures, and Policy Pushes Weave a Tangled Web for Coal
Despite the Chaos, Met Coal Markets Start to Find Footing
Coking coal markets are caught in a tug-of-war between mounting trade tensions and persistent supply disruptions, with recent price action reflecting just how quickly sentiment can swing. A flurry of executive orders out of Washington, sudden mine closures in Australia, and retaliatory tariffs from Beijing are all reshaping the outlook, leaving buyers and sellers alike searching for price signals.
This one is a long one, so paid subscribers read on…