Coal — The Other Black Gold?

Published on: July 13th, 2021

Chase Taylor of Pinecone Macro argues that coal, like oil, is subject to capital starvation and a lack of investment that will result in higher prices and bountiful cash flows for the investors who remain invested in the space. For Taylor’s interview on coal, oil, natural gas, and additional macro topics, click here: https://rvtv.io/3i6KD6R

Comments

  • JJ
    Jay J.
    20 July 2021 @ 18:17
    This was pretty good, i enjoyed reading the report and have similar thoughts on the energy sector but have to admit coal wasn’t really on my radar. I hope RV will have more reports more often
  • JJ
    Jay J.
    20 July 2021 @ 18:17
    This was pretty good, i enjoyed reading the report and have similar thoughts on the energy sector but have to admit coal wasn’t really on my radar. I hope RV will have more reports more often
  • MP
    Mehul P.
    29 September 2021 @ 04:35
    This was a great report. Shout out to Mr Taylor. Fantastic data points. Thank you RV.