Thermal can be replaced and is being replaced by natural gas, wind, solar, hydro and in many counties nuclear right now! Some 70% of their suspended nuclear reactors have been re-started. Thats about 14 reactors since around 2011. Coking cannot be replaced right now. Green steel is decades away on a grand scale. This is why WHC has diversified into coking. BRE is a rare earths company that WHC has sold down. I have posted about this on a previous post.
WHC Price at posting:
$5.54 Sentiment: None Disclosure: Not Held
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