Cloud Peak Energy Inc

Most Recent

  • Why Alpha Natural Resources’ Massey Energy acquisition got messy
    Miscellaneous

    Why Alpha Natural Resources’ Massey Energy acquisition got messy

    Alpha Natural Resources sold 84.8 million tons of coal in 2010 at an average price of $41.2, generating revenues of $3.9 billion.

    By Mike Sonnenberg
  • Must-know: Why coal ranks differ from each other
    Consumer

    Must-know: Why coal ranks differ from each other

    Coal used for electricity purposes is often called steam or thermal coal. Coal used to make steel is called metallurgical (or met) or coking coal. Cloud Peak Energy (CLD) only produces thermal coal. Walter Energy (WLT) calls itself a pure-play met coal producer. Other producers like Arch Coal (ACI) and Alpha Natural Resources (ANR) produce met and thermal coal.

    By Mike Sonnenberg
  • uploads///Part  natgas prices
    Earnings Report

    Challenges before Peabody Energy’s US operations in fiscal 2015

    The retirement of coal-fired power plants and the impact of new regulations proposed by the EPA present two major blows to the US thermal coal industry.

    By Mike Sonnenberg
  • Consumer

    Must-know: Why Peabody Energy fell 1.9% on July 22

    Wall Street analysts’ consensus estimate for loss per share was $0.289.

    By Mike Sonnenberg
  • uploads///ratings
    Earnings Report

    Why Most Analysts Recommend a ‘Hold’ for Cloud Peak Energy

    Of the nine analysts covering Cloud Peak Energy (CLD), seven analysts rated its stock as a “hold,” and two gave CLD a “buy” or “strong buy” rating.

    By Alexis Tate
  • uploads///Part
    Earnings Report

    Analysts Expect Peabody Energy’s Revenues to Rise in 3Q17

    In 3Q15, Peabody Energy (BTU) reported $1.42 billion in revenues. Analysts anticipate that it will post $1.46 billion in 3Q17 compared to $1.26 billion in 2Q17.

    By Alexis Tate
  • uploads///Part  debt
    Earnings Report

    How Low Demand Affected Westmoreland’s 1Q17 Cash Flows

    In 1Q17, Westmoreland Coal Company (WLB) spent $7.2 million on capital expenditure, which resulted in free cash flow of $42.6 million.

    By Alexis Tate
  • uploads///lev
    Company & Industry Overviews

    Understanding Arch Coal’s Financial Position

    Arch Coal’s leverage On June 30, 2017, the book value of Arch Coal’s (ARCH) long-term debt was about $315.6 million, of which ~$297 million is due for payment in 2024. Arch Coal’s leverage, which is its net debt divided by EBITDA (earnings before interest, tax, depreciation, and amortization), has increased since the acquisition of International […]

    By Alexis Tate
  • Energy & Utilities

    Why we’re not seeing capacity additions from coal-fired plants

    The first half of 2014 saw 4,350 MW (megawatts) of new electricity generating capacity, according to the EIA (Energy Information Administration). Of this, 2,319 MW, or 53.3%, was natural gas–fired.

    By Mike Sonnenberg
  • uploads///Part
    Company & Industry Overviews

    Why Bankruptcy Could Be around the Corner for Arch Coal

    Since the end of 3Q15 until December 17, Arch Coal has lost 72% compared to Peabody Energy’s (BTU) 64% and Cloud Peak Energy’s (CLD) 23% during the same period.

    By Mike Sonnenberg
  • uploads///Crude oil prices
    Macroeconomic Analysis

    How Higher Crude Oil Prices Could Impact Coal Miners

    Oil prices are a mixed driver for the coal industry (KOL) in the United States. Energy stocks, including coal stocks, generally follow crude oil prices.

    By Sheldon Krieger
  • uploads///capacity factors
    Macroeconomic Analysis

    Capacity at Issue for Natural-Gas-Fired Plants: This Is Why

    According to the EIA, the capacity factor for coal-fired power plants came in at 68.5% in August 2016 compared to 69.3% in July 2016.

    By Sheldon Krieger
  • uploads///Part  nginv
    Macroeconomic Analysis

    A lower-than-expected natural gas draw-down – what does it mean?

    According to the EIA, 115 Bcf of natural gas was drawn out during the week ending January 30. It was a lower-than-expected draw-down.

    By Mike Sonnenberg
  • Company & Industry Overviews

    How Westmoreland Coal Maintains Positive Cash Flow Each Quarter

    Range-bound margins Since the majority of Westmoreland Coal’s (WLB) contracts are long-term cost-protected contracts, its margins are protected. Many contracts have high-margin reclamation. The company’s EBITDA[1.earnings before interest, tax, depreciation, and amortization] margins have remained between 10% and 26% during the last six quarters. This trend contrasts with that followed by other major coal producers (KOL) such as […]

    By Alexis Tate
  • uploads///ANR
    Earnings Report

    Why More Than Half of Analysts Rate Cloud Peak Energy a ‘Hold’

    Of the ten analysts covering Cloud Peak Energy (CLD), two gave it a “buy” rating, six gave it a “hold” rating, and two gave it a “sell” rating.

    By Sheldon Krieger
  • uploads///Part  NGPrices
    Macroeconomic Analysis

    Uptick in price of natural gas gives hope to coal producers

    The marginal increase in natural gas prices last week is good news for coal producers (KOL), especially the ones in the Appalachians and the Midwest.

    By Mike Sonnenberg
  • uploads///guidance
    Earnings Report

    What You Can Expect from Cloud Peak Energy’s Future Earnings

    After its 3Q16 results, Cloud Peak Energy (CLD) revised the low end of its 2016 sales guidance by 2 million tons.

    By Sheldon Krieger
  • Consumer

    Must-know: Why coal producers are wary of the EPA’s proposal

    Generally, natural gas burns more cleanly than coal. Coal has the highest carbon intensity among major fossil fuels.

    By Alex Chamberlin
  • uploads///stock price
    Earnings Report

    What Factors Drove Major Coal Company Stocks in 2Q16?

    The recovery in commodity prices helped coal stocks recover from their 1Q16 lows. High natural gas prices can have an indirect positive impact on coal stocks.

    By Sheldon Krieger
  • uploads///part  coal stocks
    Macroeconomic Analysis

    PRB coal producers may benefit from restocking at utilities

    At the beginning of winter, the PRB coal producers are struggling to get enough rail cars to meet utilities’ demand. The PRB coal producers may see increased demand well into 2015.

    By Mike Sonnenberg
  • uploads///part
    Macroeconomic Analysis

    Coal Prices Stabilized Last Week after the Previous Week’s Fall

    PRB coal prices have remained under pressure since the start of the year due to low natural gas prices.

    By Mike Sonnenberg
  • uploads///
    Earnings Report

    Westmoreland Coal Posts Net Losses in 2Q17

    WLB’s operating loss from its Canadian Coal Mining segment came in at ~$11.7 million compared to its operating income of ~$3.6 million in 2Q16.

    By Alexis Tate
  • uploads///part  natgas price
    Macroeconomic Analysis

    Natural gas prices stay pressured on a predicted warmer winter

    Natural gas prices and coal’s market share in electricity generation highly correlate. When natural gas prices rise, coal gains market share.

    By Mike Sonnenberg
  • uploads///copri
    Energy & Utilities

    Appalachian Coal Price Rose in the Last Week of September

    During the week ended September 29, 2017, spot coal prices for the Powder River Basin and the Illinois Basin closed at the same price as the previous week.

    By Alexis Tate
  • uploads///Part  coal prices
    Macroeconomic Analysis

    Powder River Basin Coal Breaks the $10 Barrier: Will It Stay Up?

    Powder River Basin coal prices averaged $10.55 per ton for the week ended July 24. Prices averaged above $10 a ton for the first time in the last five weeks.

    By Mike Sonnenberg
  • uploads///Part
    Macroeconomic Analysis

    Why Are Utilities Not Stocking Cheap Coal Aggressively?

    Coal is an important commodity for railroad companies such as Union Pacific (UNP) and CSX (CSX). However, coal’s importance in freight is falling due to the emergence of shale oil.

    By Mike Sonnenberg
  • uploads///Part
    Macroeconomic Analysis

    US Electricity Generation Rises in Week Ended September 4

    Electricity generation in the US increased to 86.8 million MWh for the week ended September 4, a 4% increase from the previous week’s 83.5 million MWh.

    By Mike Sonnenberg
  • uploads///price realized per ton
    Earnings Report

    How Did Cloud Peak Energy’s Coal Pricing Impact Its 3Q16 Results?

    For 3Q16, Cloud Peak Energy (CLD) reported its realized coal price per ton sold at $12.33, as compared to $12.62 during the same period in 2015.

    By Sheldon Krieger
  • uploads///Part
    Macroeconomic Analysis

    Crude oil prices recover a bit—what does it mean for coal?

    Crude oil prices as of January 22 Crude oil prices recovered marginally during the week ended January 22, 2016. WTI (West Texas Intermediate) crude oil prices closed at $30.99 per MMBtu (million British thermal units) on January 22, 2016, compared to the closing price of $29.42 per barrel on January 15, 2016. Meanwhile, Brent crude […]

    By Mike Sonnenberg
  • uploads///ANR
    Earnings Report

    What Are Analysts’ Ratings for Westmoreland Coal?

    Of the four analysts covering Westmoreland Coal (WLB), 100% or four analysts gave the company a “buy” rating. There weren’t any “sell” or “hold” ratings.

    By Sheldon Krieger
  • uploads///Part
    Earnings Report

    Cloud Peak Energy: How Does the Company’s Near Future Look?

    While its sales came in lower than analyst estimates, Cloud Peak Energy (CLD) beat analyst estimates on the adjusted net losses front in 2Q15.

    By Mike Sonnenberg
  • uploads///part  KOL
    Macroeconomic Analysis

    Coal producers are feeling the heat

    So far, the milder weather this winter kept natural gas prices subdued. As a result, coal producers (KOL) are under pressure. The current environment isn’t encouraging for coal.

    By Mike Sonnenberg
  • uploads///Part
    Earnings Report

    Gauging Arch Coal’s Net Losses and EBITDA in 3Q15

    Arch Coal reported adjusted EBITDA of $134.8 million in 3Q15 compared to $71.9 million in 3Q14 despite the pricing pressure it experienced during 3Q15.

    By Mike Sonnenberg
  • uploads///Reserves
    Consumer

    Must-know: An overview of the US coal industry

    With just under a billion tons produced in 2013, the U.S. ranks second in coal production. China is the largest producer with 3.7 billion tons. However, the U.S. holds much higher coal reserves at 237 billion tons—over a quarter of the world’s coal reserves. China has coal reserves at 114 billion tons. At the current consumption rate, the U.S. reserves can last for over 200 years.

    By Mike Sonnenberg
  • uploads///Capacity factors
    Macroeconomic Analysis

    What Do High-Capacity Factors of Coal-Fired Plants Mean?

    Capacity factors are an important indicator when it comes to understanding power plants’ utilization levels.

    By Sheldon Krieger
  • uploads///Stock price
    Earnings Report

    What Could Drive Arch Coal Stock in 2017?

    Although the majority of coal (KOL) stocks began 2016 on a weak note, they outperformed the broader market in 2016.

    By Sheldon Krieger
  • uploads///Part
    Macroeconomic Analysis

    Falling Temperatures Give Energy to Coal Producers and Utilities

    More than 90% of the coal produced in the US is used for the generation of electricity, meaning that the power utility segment is coal’s largest end user.

    By Mike Sonnenberg
  • Consumer

    Why the Powder River Basin produces more coal with fewer mines

    The western region in the U.S. includes the area west of the Mississippi River. The region produced 520 million tons of coal for the 12 months ending September 11, 2014. The entire U.S. produced 974 million tons of coal during the same period. The western region accounted for 53% of the total coal production in the U.S. It’s important to note that 13 out of 24 western states produce coal.

    By Mike Sonnenberg
  • uploads///CLD
    Consumer

    Why Cloud Peak Energy is well positioned to survive the downturn

    Unlike its peers (KOL) like Walter Energy (WLT), Alpha Natural Resources (ANR), and Arch Coal (ACI), Cloud Peark doesn’t have any exposure to metallurgical coal.

    By Mike Sonnenberg
  • uploads///guidance
    Earnings Report

    What to Expect from Major Coal Mining Companies in Their Future Earnings

    Alliance Resource Partners (ARLP) revised its fiscal 2016 shipments guidance to 36.5 million–37.0 million tons from its prior guidance of 35.0 million–36.0 million tons.

    By Sheldon Krieger
  • uploads///part
    Company & Industry Overviews

    Introducing Alliance Resource Partners: A Company Overview

    In this series, we’ll explore how Alliance Resource Partners has expanded its business and evaluate its key operational metrics and financial position.

    By Alexis Tate
  • uploads///Part
    Company & Industry Overviews

    2015: A Year of Bankruptcies in the Coal Sector

    Arch Coal (ACI) has narrowly escaped bankruptcy in 2015 so far. However, it may happen anytime, considering the dilapidated situation of Arch Coal’s finances.

    By Mike Sonnenberg
  • uploads///Stock price
    Earnings Report

    Factors Driving Major Coal Company Stocks So Far in 4Q16

    Stocks of all major coal mining companies remained upbeat after the US election results on November 9, 2016. The recent rally in natural gas prices helped coal stocks continue their momentum so far in December 2016.

    By Sheldon Krieger
  • uploads///part
    Earnings Report

    Alpha Natural Resources Guides for Lower Coal Prices in 2015

    With $3.3 billion of debt still on the books and a coal price recovery nowhere in sight, Alpha Natural Resources’ balance sheet remains under pressure.

    By Mike Sonnenberg
  • uploads///copri
    Energy & Utilities

    Coal Spot Prices Remain Steady for the Second Month

    On December 18–22, the PRB and Illinois Basin coal prices remained at $12.10 per short ton and $32.60 per short ton, respectively.

    By Alexis Tate
  • uploads///Part
    Earnings Report

    Evaluating Arch Coal’s Sharp Fall in Appalachian Costs in 3Q15

    Arch Coal reported stellar cost performance in 3Q15, with operating costs per ton of $63.7 in Appalachia, compared to $79.9 in 3Q14 and $76.5 in 2Q15.

    By Mike Sonnenberg
  • uploads///Part  KOL
    Macroeconomic Analysis

    Why thermal coal industry indicators are important for investors

    Currently, the coal industry is going through heightened volatility. As a result, it makes even more sense for us to cover the short-term indicators.

    By Mike Sonnenberg
  • Energy & Utilities

    Why survival is for the fittest of US coal producers

    Met coal producers are the worst hit in the current energy environment. Based on our analysis so far, we can conclude that the higher the revenue share of met coal, the steeper the stock prices fell in 2014.

    By Mike Sonnenberg
  • uploads///cash fig
    Miscellaneous

    Bowie Resource Transaction: How It Impacts Peabody Energy

    According to Peabody Energy’s filings, the proceeds from the transaction with Bowie Resource Partners are crucial for it to meet future financial covenants.

    By Sheldon Krieger
  • uploads///Coal
    Earnings Report

    Why Rio Tinto’s Kestrel Ramp-Up Keeps Coal Volumes Going

    RIO’s hard coking coal production was up 10% YoY to 4 million tons in 9M15 due to improved production rates at Kestrel.

    By Anuradha Garg
  • uploads///stock price
    Earnings Report

    What Factors Drove the Major Coal Company Stocks in 1Q16?

    Uncertainty surrounding the recovery of coal prices and the enactment of environmental regulations such as the Clean Power Plan impacted coal stocks in 1Q16.

    By Sheldon Krieger
  • uploads///Guidance
    Earnings Report

    A Closer Look at Arch Coal’s Financial Position and 2017 Guidance

    Arch Coal’s (ARCH) 4Q16 earnings were driven by a strong rebound in metallurgical coal prices.

    By Sheldon Krieger
  • uploads///part
    Company & Industry Overviews

    What Factors Could Drive Arch Coal Stock in 2H17?

    1H17 in review Majority of the coal (KOL) stocks began 2017 on a weak note. The stocks have not been able to recoup from the slump until now. They have been outperformed by the broader market and the VanEck Vectors Coal ETF so far in 2017. On September 19, 2017, Arch Coal (ARCH) has fallen […]

    By Alexis Tate
  • uploads///coal prices
    Energy & Utilities

    Coal Prices Remained Steady in the Week Ending September 9

    For the week ending September 9, 2016, PRB spot coal prices came in at $10.50 per ton, which is marginally lower than the previous week’s $10.65 per ton.

    By Sheldon Krieger
  • uploads///Part  coal price
    Macroeconomic Analysis

    Indicators affect regional coal producers differently

    Peabody Energy (BTU), Arch Coal (ACI), and Cloud Peak Energy (CLD) are major coal producers that operate in the Powder River Basin region.

    By Mike Sonnenberg
  • uploads///
    Company & Industry Overviews

    What Happened to Cloud Peak’s Decker Coal?

    In December 2008, when Rio Tinto Energy (RIO) transferred its Western US operations to Cloud Peak Energy, it included a 50% stake in Decker Coal.

    By Alexis Tate
  • uploads///Part
    Macroeconomic Analysis

    Did last week’s indicators impact thermal coal prices?

    Central Appalachian thermal coal prices came in at $50.90 per ton for the week ending February 6. Coal prices increased—despite the fall in natural gas prices.

    By Mike Sonnenberg
  • uploads///copro
    Energy & Utilities

    Coal Prices Stay Put in Winter 2017

    For the week ended December 15, Powder River Basin (or PRB) coal prices came in at $12.10 per short ton. PRB coal prices have remained at the same rate since November 10.

    By Alexis Tate
  • uploads///Part
    Macroeconomic Analysis

    Coal Shipments Rise as Temperatures Drop

    According to the EIA, US coal shipments rose to 16.1 million tons in the week ending December 4, compared to 15 million tons in the week ending November 27.

    By Mike Sonnenberg
  • uploads///EV EBITDA
    Company & Industry Overviews

    Where Cloud Peak Energy’s Stock Is Trading next to Peers

    On August 17, 2017, Cloud Peak Energy (CLD) had a forward EV-to-EBITDA multiple of 5.5x.

    By Alexis Tate
  • Energy & Utilities

    Why natural gas injections affect thermal coal demand

    Coal’s share in electricity generation is down from over 50% in 2004 to 39% in 2013. During the same period, natural gas’ share increased from 18% to 27.5%.

    By Mike Sonnenberg
  • uploads///Energy
    Company & Industry Overviews

    What’s Driving Rio Tinto’s Energy and Minerals Division?

    Rio Tinto’s (RIO) Energy and Minerals division now includes coal, iron ore pellets, titanium dioxide, borates, salt, and uranium.

    By Anuradha Garg
  • uploads///Part
    Macroeconomic Analysis

    What Does a Spike in Coal Power Plant Utilization Rates Mean?

    The EIA published its latest report on capacity factors for power plants on July 27. Coal-based power plants surpassed natural gas-based power plants in utilization.

    By Mike Sonnenberg
  • uploads///ratings
    Earnings Report

    Why Are Analysts Rating Westmoreland Coal a ‘Buy’?

    Of the three analysts covering Westmoreland Coal (WLB), 100% (three analysts) gave the company a “buy” recommendation.

    By Sheldon Krieger
  • uploads///election results
    Miscellaneous

    Why Did Coal Stocks Soar after the US Election Results?

    The Republicans won the majority of the major coal-producing (KOL) states in the United States such as Wyoming, West Virginia, Kentucky, Pennsylvania, and Montana.

    By Sheldon Krieger
  • uploads///Part  shipments
    Earnings Report

    Cloud Peak Energy’s 2Q15 Shipments: Potential Risk Factors

    Cloud Peak Energy (CLD) shipped 16.0 million tons of coal from its three owned and operated mines in the Powder River Basin (or PRB) in 2Q15.

    By Mike Sonnenberg
  • Consumer

    Overview: Ambre Energy—a coal and oil shale export company

    Ambre Energy was founded in June 2005. It’s an Australian-American coal and oil shale company. The company’s Australian headquarters are located at Brisbane. The head American office is located at Salt Lake City, Utah. The company operates in three business lines—U.S. coal export infrastructure, international coal marketing and trading, and U.S. thermal coal production.

    By Mike Sonnenberg
  • uploads///Part
    Macroeconomic Analysis

    Coal Prices in All Major Regions Remain Steady

    For the week ending September 4, Powder River Basin spot coal prices averaged $10.7 per ton—$0.17 higher than the price for the week ending August 28.

    By Mike Sonnenberg
  • uploads///debt
    Company & Industry Overviews

    The Flip Side of Alliance Resource Partners’ Business: Key Risks

    As of June 30, 2017, ARLP’s long-term contracts totaled ~38.0 million tons for 2017, 20.1 million tons for 2018, and 11.0 million tons for 2019.

    By Alexis Tate
  • uploads///Stock
    Earnings Report

    What Could Drive Alliance Resource Partners Stock in 2017?

    The majority of coal stocks began 2016 on a weak note. But they outperformed the broader market in 2016—mostly through gains in the second half of 2016.

    By Sheldon Krieger
  • uploads///Coal prod
    Earnings Report

    Rio Tinto’s Coal Production Went On as Expected in 1H15

    A sustained rise or fall in coal shipments is a significant indicator that affects the stock value of coal producers (KOL).

    By Anuradha Garg
  • uploads///A VanEck Coal
    Energy & Utilities

    Why the RAAX ETF Has Reduced Its Exposure to Coal Equities

    At launch, RAAX had a small weighting to coal, but in May, this exposure was completely eliminated based on falling coal equity prices and weakening supply and demand data.

    By VanEck
  • uploads///Part  KOL
    Macroeconomic Analysis

    Tracking thermal coal indicators makes good investment sense

    Currently, the thermal coal industry is experiencing heightened volatility. As a result, it makes even more sense for us to cover the short-term indicators.

    By Mike Sonnenberg
  • Consumer

    Must-know: China’s additions to its power generation capacity

    China’s installed capacity has grown 10.8% every year over the last decade. It adds 80–90 GW every year—this is equal to the United Kingdom’s entire installed capacity.

    By Mike Sonnenberg
  • uploads///Coal
    Earnings Report

    BHP Billiton Revised Its Coal Costs. Here’s Why

    Coal is one of the key commodities for BHP and contributes 21% of its revenues and 20% if its underlying EBITDA.

    By Anuradha Garg
  • uploads///intexp
    Earnings Report

    How Arch Coal’s Leverage and Liquidity Compare

    Arch Coal’s debt According to Arch Coal’s (ARCH) latest 10-Q filings, the book value of its long-term debt is ~$315 million, of which a term loan of ~$297 million is due for payment in 2024. It is also subject to quarterly principal amortization payments of $750,000. Arch Coal’s interest expenses were ~$6.0 million in 2Q17 […]

    By Alexis Tate
  • uploads///Part
    Macroeconomic Analysis

    Crude Oil Drops as OPEC Fails to Cap Production—But It’s Still All Eyes on Coal

    WTI crude oil prices closed at $35.62 per MMBtu on December 11, compared to the closing price of $39.97 per barrel on December 4.

    By Mike Sonnenberg
  • uploads///Part  ANR
    Miscellaneous

    After Walter Energy, NYSE Stops Alpha Natural Resources Trading

    On July 16, the NYSE announced that it suspended trading of Alpha Natural Resources’ (ANRZ) common stock with immediate effect.

    By Mike Sonnenberg
  • uploads///part
    Earnings Report

    Could Arch Coal’s Debt Lead the Company to Bankruptcy?

    Most American coal producers are building liquidity through various means to make sure they survive the downturn and avoid bankruptcy.

    By Mike Sonnenberg
  • uploads///Part
    Macroeconomic Analysis

    US Electricity Generation Remains Steady, But Will Coal Producers?

    The latest EEI report for the week ending January 15, shows that US electricity generation jumped to 79.7 million MWh from 79.2 million MWh the week before.

    By Mike Sonnenberg
  • uploads///Coal
    Consumer

    Are Rio Tinto’s Coal Volumes Expected to Increase in 2016?

    Rio’s hard coking coal production was 8% lower YoY (year-over-year) in the first half of 2016.

    By Anuradha Garg
  • uploads///part  coal exports
    Consumer

    Westmoreland Coal Company is up 83% while other coal stocks suffer

    One thing that drew our attention towards WLB is its stock market performance. While stocks of other coal producers are down substantially since the start of the year, WLB is up 83%.

    By Mike Sonnenberg
  • uploads///Coal
    Earnings Report

    Interpreting BHP Billiton’s Declining Coal Production: More to Come?

    BHP Billiton’s coal business is the world’s largest supplier of seaborne metallurgical coal. Metallurgical coal production is vital to steel production.

    By Anuradha Garg
  • Consumer

    Must-know: Is the steam coal industry losing steam in 2014?

    While coal gained market share in June, this isn’t really surprising. To illustrate why, let’s have a look at the historical trend. As the summer begins, electricity generation in June has been higher than in May for the past three years.

    By Mike Sonnenberg
  • uploads///Part  coal stocks
    Macroeconomic Analysis

    Utilities Continue to Stockpile Coal as Prices Remain Subdued

    Coal inventories indicate coal demand in the near future. Coal-fired power plants burn coal almost continuously.

    By Mike Sonnenberg
  • uploads///liquidity
    Miscellaneous

    Can Peabody Energy Rise from the Ashes?

    As of February 29, 2016, Peabody Energy (BTUUQ) has about $940 million in liquid assets.

    By Sheldon Krieger
  • Energy & Utilities

    Must-know 3Q14 balance sheet details for Peabody Energy

    The accounts payable are up by $195 million to $1.66 billion, while inventories are down by $57 million to $491 million. This boosts cash flows as the net investment in working capital falls, and cash is freed up.

    By Mike Sonnenberg
  • uploads///PArt
    Macroeconomic Analysis

    Powder River Basin Coal Prices Rise to Multiweek High

    For the week ended September 11, Powder River Basin spot coal prices averaged $10.97 per ton—$0.27 higher than the price for the week ending September 4.

    By Mike Sonnenberg
  • uploads///Part
    Macroeconomic Analysis

    Has Natural Gas Taken Coal’s Top Spot away for Good?

    Natural gas’s market share came in higher than coal’s for the third consecutive month, which was only the fourth time in history.

    By Mike Sonnenberg
  • uploads///shipments
    Earnings Report

    Why Westmoreland Coal’s Shipments Fell in 2Q16

    In 2Q16, all of the reportable coal mining segments of Westmoreland Coal (WLB) witnessed a decline in coal shipments both on a YoY and QoQ basis.

    By Sheldon Krieger
  • uploads///weekly power gen
    Macroeconomic Analysis

    Electricity Generation Hit 5-Month Low in Week Ended October 28

    US electricity generation fell to 69.0 million MWh (megawatt-hours) from 72.6 million MWh the previous week. It was a five-month low.

    By Sheldon Krieger
  • uploads///PArt  Revenue graph
    Earnings Report

    Will Coal Mine Terminations Continue to Affect Westmoreland?

    In 1Q17, Westmoreland Coal Company’s (WLB) revenue of $339 million beat analysts’ consensus estimate by 1.1%.

    By Alexis Tate
  • uploads///Part
    Macroeconomic Analysis

    Coal Regains the Top Spot from Natural Gas

    After losing the top spot to natural gas in April 2015, coal regained its leadership position as a fuel in electricity generation by a narrow margin.

    By Mike Sonnenberg
  • uploads///Shipments
    Earnings Report

    Shipment Deferrals Affect Alliance Resource Partners’ Coal Sales

    Alliance Resource Partners’ (ARLP) shipments from the Illinois Basin came in at 6.1 million tons, which was 10.7% higher than 5.5 million tons in 2Q16.

    By Alexis Tate
  • uploads///weekly power gen
    Macroeconomic Analysis

    What Lower Electricity Generation Means for Coal Producers

    The EEI (Edison Electric Institute) publishes electricity generation data weekly. The current report for the week ended October 14, 2016.

    By Sheldon Krieger
  • uploads///coal prod
    Macroeconomic Analysis

    Coal Production Estimated to Rebound in Week Ended October 22

    The EIA (U.S. Energy Information Administration) estimated that US coal production would rise to 16.5 million short tons during the week ended October 22, 2016.

    By Sheldon Krieger
  • uploads///Coal
    Company & Industry Overviews

    Is Vale on Track for Improvement in Its Coal Division?

    After rising 54% sequentially in 1Q17, Vale’s (VALE) coal (KOL) production rose 24.8% quarter-over-quarter in 2Q17 to 3.0 million tons.

    By Anuradha Garg
  • uploads///Stock price
    Earnings Report

    Did Arch Coal Meet Analysts’ 4Q16 Estimates?

    Arch Coal (ARCH) announced its 4Q16 and fiscal 2016 earnings results on February 8. In this series, we’ll analyze ARCH’s 4Q16 results and compare its results with analysts’ expectations.

    By Sheldon Krieger
  • uploads///coal production
    Energy & Utilities

    How Coal Production Changed during the Week Ended September 10

    According to EIA estimates, US coal shipments fell to 15.1 million short tons during the week ended September 10, 2016.

    By Sheldon Krieger
  • uploads///Revenue trend
    Earnings Report

    Can Peabody Post Biggest Fourth-Quarter Earnings Drop in 5 Years?

    Peabody Energy (BTU) reported $1.42 billion as consolidated revenue for 3Q15. Analysts estimate it will report $1.35 billion in 4Q15, almost 5% less on a QoQ basis.

    By Sheldon Krieger
    • CONNECT with Market Realist
    • Link to Facebook
    • Link to Twitter
    • Link to Instagram
    • Link to Email Subscribe
    Market Realist Logo
    Do Not Sell My Personal Information

    © Copyright 2021 Market Realist. Market Realist is a registered trademark. All Rights Reserved. People may receive compensation for some links to products and services on this website. Offers may be subject to change without notice.