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Gold/Mining/Energy : Coal
COAL 22.20+0.4%4:00 PM EDT

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To: The Barracudaâ„¢ who wrote (2015)10/4/2025 9:00:10 PM
From: Paul Senior  Read Replies (1) of 2027
 
If I infer US going to need much more coal for AI, that would be thermal coal for energy requirements. I like the stocks mentioned in COAL, although top 26% is met coal. Which is ok with me, because met coal is, or will be I hope, also much required in future. I have read that met coal is scarcer, thermal coal existing in many countries. I don't know if this is true, but my coal positions are more heavily weighted to met coal on this assertion.
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