$ARLP $ARCH $BTU $CEIX
Trump announces $700M investment in U.S. coal industry
U.S. President Donald Trump announced that the U.S. will invest $700M in the U.S. coal industry using emergency powers under the Defense Production Act. The investments will be in coal plants and mines in West Virginia, Wisconsin, Kentucky, Tennessee, North Carolina, North Dakota, Wyoming, Kentucky, Ohio, Indiana, Illinois, New Mexico, Alaska, and Maryland. Publicly traded companies in the space include Alliance Resource Partners (ARLP), Arch Resources (ARCH), Consol Energy (CEIX) and Peabody (BTU).
$CEIX Q1 '26 Earnings Results & Recap
• Reported GAAP EPS of $0.41 up 129.71% YoY
• Reported revenue of $1.08B up 6.57% YoY
• Consol Energy Inc. has outstanding performance obligations totaling approximately $3.7B for future estimated coal revenue from contracts with customers, with about 55% expected to be satisfied in 2026.
$CEIX Q4 '25 Earnings Results & Recap
• Reported GAAP EPS of -$1.54 down -248.08% YoY
• Reported revenue of $1.04B up 61.50% YoY
• Core projects 2026 total sales volume between 85.6 and 91.4M, with metallurgical cash cost of coal sold per ton between $88.00 and $94.00. Core anticipates capital expenditures of $325M.
$BTU $ARLP $ARCH $CEIX
I am sure the current administration had no influence on this decision:
E.P.A. planning to erase greenhouse gas limits on power plants, NY Times reports
The Environmental Protection Agency has drafted a plan to eliminate all limits on greenhouse gases from coal and gas-fired power plants in the United States, according to internal agency documents reviewed by The New York Times, Lisa Friedman writes. In its proposed regulation, the agency argued that carbon dioxide and other greenhouse gases from power plants that burn fossil fuels "do not contribute significantly to dangerous pollution" or to climate change because they are a small and declining share of global emissions.
But in the United States, the power sector was the second biggest source of greenhouse gases, behind transportation, according to the most recent data available on the E.P.A. website. And globally, power plants account for about 30 percent of the pollution that is driving climate change. Publicly traded companies in the space include Alliance Resource Partners (ARLP), Arch Resources (ARCH), Consol Energy (CEIX) and Peabody Energy (BTU).
$ARLP $ARCH $BTU $CEIX $QL_F
Trump to sign executive orders to boost coal industry, Reuters reports
President Donald Trump will sign executive orders on Tuesday aimed at boosting the country's coal industry, Reuters' Jarrett Renshaw and Timothy Gardner report. Two sources familiar with the matter say Trump is scheduled to sign energy-related orders at the White House at 3 p.m.
He plans to sign several executive orders directing the Interior and Energy Departments to take actions to support the industry, including saving coal plants at risk of retirement, according to a source briefed on the details of the event. Publicly traded companies in the space include Alliance Resource Partners (ARLP), Arch Resources (ARCH), Consol Energy (CEIX) and Peabody Energy (BTU).
