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Clinch Resources, the first US metallurgical coal IPO in 8 years, targets 2M tons production and $200M+ EBITDA by 2027. Register for free for the International Investment Forum: https://ii-forum.com/ The ‘International Investment Forum’ – (‘IIF’) provides information on investment trends and ideas, covering all aspects of various industries, from top executives and managers around the world. Join host Lyndsay Malchuk on Market Frontlines for an eye-opening conversation with Bobby Gaylor, Executive Vice President of Investor Relations at Clinch Resources Ltd. (TSX: CLCH). While most investors still associate coal with power generation, metallurgical coal has quietly been added to the US critical minerals list—transforming it from a targeted commodity into a protected strategic asset with access to Department of Defense funding. Clinch Resources is the first metallurgical coal IPO in the United States in eight years, and they are already producing from their Lanes Branch surface mine, bringing Mine 8 online, and preparing Mine 3 for production in Q4. With a target of over 2 million tons of production and north of $200 million in EBITDA by the end of 2027, this pure-play met coal producer is also expanding into highly profitable specialty carbon markets through Virginia Carbon Products and its in-house marketing agency Astra Resources. Bobby explains why institutional investors are already catching on, how the company is building a one-stop shop for steelmakers and ferroalloy buyers, and what retail investors still misunderstand about this critical resource. If you are interested in energy security, supply chain independence, or a deeply undervalued segment of the critical minerals space, this is a must-watch. Clinch Resources, metallurgical coal, met coal, critical minerals, Bobby Gaylor, TSX CLCH, Lanes Branch Mine, Mine 8, specialty coal, carbon products, Virginia Carbon Products, Astra Resources, steelmaking, ferro silicon, Department of Defense funding, US critical minerals list, energy security, mining investment, Market Frontlines, coal mining If you found this interview insightful, please like, subscribe, and hit the notification bell for more market-moving conversations. Share your thoughts or questions in the comments below! https://www.clinchresources.com/ https://www.linkedin.com/company/clinchresources/ https://apaton.com https://www.linkedin.com/company/apaton-finance-gmbh https://www.linkedin.com/showcase/internationalinvestmentforum https://www.youtube.com/@internationalinvestmentforum Video Chapters: 00:00:00 - Intro: Metallurgical Coal as a Critical Mineral 00:01:23 - Welcome Bobby Gaylor & Tailwinds Behind Met Coal 00:02:59 - Why Clinch Chose a Pure-Play Strategy 00:03:43 - Production Milestones: Lanes Branch, Mine 8, Mine 3 00:04:36 - 2 Million Ton Target & $200M+ EBITDA Goal 00:05:12 - Specialty Coal Markets & Virginia Carbon Products 00:06:07 - Critical Minerals List: Institutional vs. Retail Perception 00:07:36 - Carbon Products, Astra Resources & The One-Stop Shop Model 00:08:58 - Conclusion & Ticker Symbol (TSX: CLCH) Host: Lyndsay Malchuk (Apaton Media). Guest: Bobby Gaylor, EVP of Investor Relations at Clinch Resources Ltd. Music and graphics licensed via Apaton Finance GmbH. #MetallurgicalCoal #CriticalMinerals #ClinchResources #MetCoal #TSXCLCH #EnergySecurity #SupplyChain #Steelmaking #CarbonProducts #SpecialtyCoal #USMining #MiningInvestment #DefenseFunding #MarketFrontlines #CoalMining #CriticalInfrastructure #FerroSilicon #IndustrialSecurity Notes: This video is for informational purposes only and does not constitute a recommendation to buy or sell securities. The statements reflect the views of the interviewed company. Please consult a professional advisor before making investment decisions. Some links may be affiliate or sponsored. Investments in securities involve risks. Conflicts of interest exist. Further details are provided at the end of the video. Covered Company: Clinch Resources Ltd. 265 Brookview Centre Way, Suite 1 Knoxville, Tennessee 37919 United States The interview was first published on July 22, 2026 at approximately 2:15pm CET. For business inquiries, contact: [email protected]

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