Coal stocks are setting up for several quarters of upside as a new cycle gets under way. After a deep pullback the group is due at least a 40-week cycle low and is within the timing of an 18-month low; April 2025 was likely the 4-year low. CONSOL, Whitehaven and Warrior Met have broken downtrends, and Peabody and others should follow; confirmation needs a downtrend break and a higher weekly low. The aftermath of the half-year Hormuz closure should also benefit thermal coal. x.com 

Peabody Energy should benefit because the world needs coal, alongside natural gas and other sources, to power data centers. Coal remains one of China's main sources of energy, and the stock has built a really nice, big base. x.com 

Ramaco Resources offers coal and rare earth exposure in a war that is lifting both, after being beaten down from 57 to 13 with huge short interest. Coal prices are spiking and the coal sector is at all-time highs, with structural changes in energy markets, including natural gas capacity lost to strikes in Qatar and Iran, adding commodity upside. Its rare earths are needed to replenish military stockpiles spent in the conflict. x.com  x.com