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0:00 Intro
0:40 Cheap gas ruins it for everyone
02:30 Various Gas prices V coal
03:00 Power generation specs: gas v coal
07:00 Demand/Supply Gas V Coal
09:00 Thermal coal being subbed for gas
11:30 Historical Precedents
17:00 CEIX (scr*wed)
23:30 Thermal export trends
29:00 GLENCORE
31:00 BTU
34:00 Steel, Met and infrastructure
38:00 Stagflation
43:30 NFE
59:20 PBR
1:11:00 Tankers and Europe
1:11:30 Uranium
1:15:00 GLOBAL ATOMIC
1:25:00 CAMECO (Overrated)
1:32:00 ADM. Food & Stagflation
1:45:00 Options Market
1:46:00 Conspiracies in Baltimore
1:50:00 Evil Seagate

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