Matt Warder at NOIC Says Rare Earths Could 10X – Here's Why!

Video Description

In this interview from the 2025 New Orleans Investment Conference, Matt Warder of Seawolf Research lays out a high-level macro view on coal and rare earth markets. He explains how Chinese steel exports have disrupted pricing across both thermal and metallurgical coal, with met coal dropping from 600 to 175. Despite soft prices, coal stocks have sharply outperformed the broader market, benefiting from rising interest in small caps, high short interest, and rare earth exposure. Warder notes that thermal coal is still profitable domestically and points to AI-driven base load demand as a key factor supporting coal and gas going forward. The discussion then pivots to rare earths with a focus on Ramaco Resources and its Brook Mine in Wyoming, which contains rare earths within its clay zones. He introduces his new platform called The Rare Earth Trader, aimed at educating investors on this evolving sector. Connect with Matt Warder! https://substack.com/@therareearthstrader https://thecoaltrader.substack.com https://x.com/mfwarder The episode includes technical and fundamental analysis across energy, metals, and equities, plus a preview of Steve’s technical analysis video course: https://stevebarton.gumroad.com/l/TechnicalAnalysisforBeginners. Don’t miss viewer Q&A, insights into monetary policy impacts, and real-world investing scenarios. Like, share, and subscribe for weekly market updates—and visit https://www.stevebartonmoney.com/ to join the free newsletter. Key Insights in this episode: ✅ Met coal pushing $200 with China buying ✅ Thermal coal holding near $110 ✅ AI boosts U.S. base load power demand ✅ Gas prices support coal into winter ✅ U.S. restarts coal plants instead of building new ✅ Ramaco’s Brook Mine rare earths gaining attention ✅ Rare earths still speculative, integration is key ✅ U.S. building supply chain to rival China ✅ Government funding could shift rare earth economics ✅ Warder launches Rare Earth Trader to track the space 📩 Join My FREE Newsletter: https://www.stevebartonmoney.com/ Join My Technical Analysis Series: https://stevebarton.gumroad.com/l/TechnicalAnalysisforBeginners Affiliates /Tools for Success that I Love and find Helpful: Join Our Free Newsletter https://www.stevebartonmoney.com/ Subscribe to my Substack: https://stevebarton.substack.com/?r=4vcyii&utm_campaign=pub-share-checklist Technical Analysis Series: https://stevebarton.gumroad.com/l/TechnicalAnalysisforBeginners New Orleans Investment Conference Nov 2-5-2025 https://neworleansconference.com/inittowinit/ Rule Classroom (Free) https://ruleclassroom.com/share/-ztDnefsS5h6MTkD?utm_source=manual Rule Classroom Plus (2 Free Months) https://ruleclassroom.com/share/--qqlFVftepbST8a?utm_source=manual TradingView (Free) https://www.tradingview.com/?aff_id=128305 Lobo's Weekly Recap (Free) https://independentspeculator.com/services/speculators-digest?ref=stevebartonmoney%40gmail.com Uranium Newsletter https://members.uraniuminsider.com/a/41334/hfFkvWuq Chapters: 00:00 Matt Warder Live at the 2025 NOIC 01:00 Coal Outlook and the China Supply Effect 02:24 Shoulder Season Trends in Coal Pricing 04:15 AI Power Demand and Grid Implications 05:06 U.S. Coal Plant Restarts and Policy Shifts 06:56 Rare Earths Discovered at Brook Mine 10:23 Breaking Down Ramaco’s Rare Earth Valuation 13:21 How China Controls Rare Earth Refining 16:13 Meteoric Resources and Emerging Contenders 18:08 Western Strategy for Rare Earth Supply Chains 19:17 Risks and Momentum in Rare Earth Investing 22:19 America’s Role in Global Rare Earth Markets 23:13 Sector Froth and the Case for Integration 24:52 How to Follow Matt Warder’s Market Research DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links. #MattWarder #RareEarth #CoalMarkets #RamacoResources #BrookMine #SeawolfResearch #ThermalCoal #MetCoal #EnergyInvesting #RareEarthTrader #ChinaExports #AIInfrastructure #NaturalGas #PowerGeneration #Investing2025 #NewOrleansConference #SubstackNews #SteveBarton #InItToWinIt