Are coal stocks still a bet in 2025 despite the ALP win?
Marc Kennis, May 9, 2025
Coal stocks have quite some life left in them!
Stuart Roberts from Stocks Down Under addresses the current state of coal stocks on Ausbiz, noting strong prices and demand despite a downturn. He emphasises the impact of past weather conditions on coal stocks and predicts that peak coal demand may not arrive until the 2030s or 2040s.
Stuart highlights Whitehaven’s (ASX:WHC) growth potential, underscoring the significance of their recent acquisitions like Blackwater. Similarly, Bowen Coking Coal’s (ASX:BCB) progress with the Burton complex is promising. He remarks that renewable projects often face delays, which may allow gas to remain relevant as a transitional energy source.
Stuart also comments on Qantas (ASX:QAN) and similar businesses grappling with rising labour costs. He observes the challenge but notes that these companies might offset expenses with pricing strategies. Moreover, global travel encounters hurdles due to US border uncertainties, impacting inbound tourism and business travel.
Watch the entire interview here!
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