Episode

Metal Matters on Markets Plus: Coal Fired Up

Podcast
Markets Plus
Published
Jun 10, 2026
Duration seconds
1797
Processing state
not_requested
Canonical source
https://capitalmarkets.bmo.com/en/podcasts/markets-plus/
Audio
https://traffic.megaphone.fm/PC9645340157.mp3
JSON
/v1/public/podcasts/markets-plus-274186/episodes/metal-matters-on-markets-plus-coal-fired-up
Markdown
/podcast/markets-plus-274186/metal-matters-on-markets-plus-coal-fired-up.md

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Summary

Helen Amos and Katja Jancic discuss how the outlook for metallurgical and thermal coal prices has shifted following the major underground coal mine explosion in China in mid-May, which has triggered widespread closures, regulatory changes, and disciplinary action on several high-level government officials. They discuss what it might take for US met coal prices to close the gap with Pacific benchmarks, seasonal tailwinds for thermal coal, and implications of new US government coal funding.