The Coal Trader



To provide investors with a unique lens on the mining and energy extractive resource sectors, with the mission of successfully allocating capital throughout the commodity and CAPEX business cycle.

Proprietary Portfolio

Mining & Resources Based Investing

TheCoalTrader’s Newsletter provides daily commentary, positioning, and portfolio performance updates. Subscribers can follow along and see how an industry expert allocates capital through the ups and downs of the commodity cycle.

Detailed Company Write-ups

Company Specific Deep Dives

TheCoalTrader Newsletter includes company and special situation deep dives which aid in the readers knowledge and learning of industry intricacies, and provides an edge in resource investing.

Coal Mine Preview
Industry Outlook

Quarterly Outlook & Price Forecast

TheCoalTrader’s Newsletter provides periodic forecasts for industry specific trends, including spot pricing and forward curves, supply/demand fundamentals, and much more.


"The Coal Trader"

Semi-Anonymous Analyst

I am a Mining & Minerals Analyst with over 17 years of broad based international and multi-commodity experience evaluating and developing natural resources, analyzing commodity markets, and forecasting macroeconomic trends. My passion intersects where extractive resources meet financial markets.

I have real world – “boots on the ground” experience in the mining and energy sectors throughout the US and abroad: Mexico, Canada, Australia, Indonesia, and South America.

I will never discuss companies I’m involved with professionally on this newsletter. This is not financial advice, please seek the aid of a financial advisor before investing in any markets or companies I discuss in this newsletter.


Looking for a Financial Analyst

Interested in the Resources Sector?

The Coal Trader is currently looking for a financial analyst to help model and curate coal, mining and energy related content. Must be detail oriented and know your way around a financial model.

This is a terrific opportunity for anyone interested in stock and commodity investing and trading. You will help me model resource stock fundamentals and I will mentor you in financial modeling and capital allocation, and help develop your own trading chops.

This is a part time role, perhaps 15 hours of modeling work per week, plus extra time spent discussing extractive resources and investing/trading opportunities.