Coal Sector Faces $2T Losses on Dollar Drop, TRM Gap Widens

A 100-point drop in the dollar exchange rate would erase $450 billion from the coal sector, with the gap between the TRM and market rate exceeding $500, implying over $2 trillion in losses. The claim is based on sector calculations and appears to be a scenario analysis rather than a realized event, with uncertainty around the exact exposure and timing.

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