I suspect the whole China-tariffs-against-US-coal is driving some positive sentiment.
However when you dig into it, China has slapped tariffs on things that aren't very large imports for them in the grand scheme of things. The first chart below is from 'thecoalhub' and using their 2024 Jan-Oct data, US coal was 3% of their imports. Also note this is seaborne only so Mongolia (which is trucked/railed) is missing from the chart... see the bottom picture for that included. In other words, it's a 15% tariff on a very small part of their imports.
With that in mind, I think you need to actually see commodity prices react to this for there to be any meaningful follow-through?
WHC Price at posting:
$6.28 Sentiment: None Disclosure: Held
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