In the second episode of The Coal Trader Podcast, Joe and I had the pleasure of hosting our good friend Mark Rossano from C6 Capital Holdings. Mark is honestly one of the best energy analysts we’ve ever met, and in this conversation, we primarily focused on global LNG markets and how the US election will likely affect US domestic and international gas prices – both from a markets perspective and a geopolitical one.
But the great thing about conversations with Mark is that you never get bogged down on one topic, and this one was no exception. We talked about everything from LNG to CCUS to interest rates to AI Data Centers to baseload power to the global electrification of everything to infrastructure and logistics challenges to shipbuilding and the Jones Act…and somehow managed to cram it all into 80 minutes.
While future podcasts will likely spend at least a month or so behind the paywall, this one was just too fun not to make available to all subscribers…hope you all enjoy it!
– MW/JA
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