- Coal has seen lots of bankruptcies but companies continue to produce and the price remains low.
- Iron ore provides better investing opportunities and a better demand scenario.
- Low cost and low debt producers with increasing demand should be the best risk/reward investments.
Yesterday’s newsletter mentioned that there might be opportunities in the commodities markets. Today’s letter is going to elaborate on why the coal mining industry is seeing many bankruptcies and extract important insights in order to enable finding opportunities in other commodities that minimize risks and maximize returns. More →