Cloud Peak Energy

IEEFA Research

IEEFA Research Brief: Coal in Decline, Blow by Blow

IEEFA Research Brief: Coal in Decline, Blow by Blow

Plant Closings and the Likely Effects on Specific Companies and Mines

We’ve published a research brief today that presents an expansive snapshot of a moving target: the decline in U.S. coal-fired generation nationally. As global energy markets continue to undergo rapid transformation, change has swept the U.S. as well. Our brief—“U.S. Coal Phase-out, Blow by Blow: Plant Closings and the Likely Corresponding Effect on Specific Companies […]

April 21, 2017 Read More →

As Texas Coal-Fired Power Plants Close, Powder River Basin Mines Are Losing Their Largest Customers

Trends Will Force Closures and Complicate Efforts by Alpha Natural Resources, Arch Coal and Peabody Energy to Work Their Way Out of Bankruptcy

CLEVELAND, Aug. 3, 2016 (IEEFA.org) — The Institute for Energy Economics and Financial Analysis today published a report detailing how Powder River Basin coal producers are losing their largest customers as Texas power producers turn increasingly to other sources of energy. The report, “Texas’ Outsize Role in the Decline of the Powder River Basin Coal […]

August 2, 2016 Read More →
Report – No Need for New U.S. Coal Ports: Data Shows Oversupply in Capacity

Report – No Need for New U.S. Coal Ports: Data Shows Oversupply in Capacity

No Need for New U.S. Coal Ports: Data Shows Oversupply in Capacity (pdf) By Tom Sanzillo, Director of Finance, IEEFA  

November 19, 2014 Read More →
Report: 20 Fourth-Quarter Questions for Powder River Basin Coal Producers

Report: 20 Fourth-Quarter Questions for Powder River Basin Coal Producers

20 Fourth-Quarter Questions for Powder River Basin Coal Producers (pdf) By Tom Sanzillo, Director of Finance, Institute for Energy Economics and Financial Analysis

November 11, 2014 Read More →
Briefing note: Thermal coal outlook

Briefing note: Thermal coal outlook

Briefing note: Thermal coal outlook (pdf) By Tim Buckley,  Director of Energy Resource Studies, Australasia, IEEFA  

May 15, 2014 Read More →
Report – NYC and NYS pension funds should divest coal stocks: A shrinking industry, weak upside, and wrong on climate change

Report – NYC and NYS pension funds should divest coal stocks: A shrinking industry, weak upside, and wrong on climate change

NYC and NYS pension funds should divest coal stocks: A shrinking industry, weak upside, and wrong on climate change (pdf)

May 8, 2014 Read More →

More News and Commentary

IEEFA Update: In Federal Coal-Policy Reversals, Trump Is Handing Out Snowballs in a Blizzard
and

IEEFA Update: In Federal Coal-Policy Reversals, Trump Is Handing Out Snowballs in a Blizzard

Companies Are Cancelling Applications for New Leases on Public Lands or Seeking Delays; Presidential Pronouncements Seem Little More Than Symbolic

Its reversal earlier this year of a moratorium on federal coal leases put into place last fall by President Obama got the Trump administration lots of applause from the industry. It got more this week for rescinding a rule that came onto the books several months ago in a federal policy change meant to end […]

IEEFA Update: Across a Bedeviled Industry, Too Much Coal Is Being Mined Still for Too Few Customers

IEEFA Update: Across a Bedeviled Industry, Too Much Coal Is Being Mined Still for Too Few Customers

As Arch and Cloud Peak Go First on 2nd-Quarter Filings, No Indication of a Long-Term Turnaround

Arch Coal and Cloud Peak Energy will report earnings tomorrow, the first out of the gate among the major U.S. coal producers. Whatever emerges in the details won’t alter the fundamental problems bedeviling the industry. A few notes on what we see: SNL, the energy-industry data repository, has overall coal production for Q2 declining from […]

July 26, 2017 Read More →

Analyst: U.S. May Never Have an Investment Grade Coal Company Again

Taylor Kuykendall in SNL: Despite near-term improvements in the U.S. coal sector, getting investors excited about the industry may still prove a tough sell. “I don’t necessarily think we are ever going to get back to a situation where we’re going to have an investment-grade coal company again,” Chiza Vitta, an analyst with S&P Global Ratings, said […]

July 11, 2017 Read More →

IEEFA Swamp Watch: Discord Within the Fossil-Fuel Industry Over What to Do Now

Wrangling, and Uncertainty, Over the Paris Agreement on Climate Change

The swamp is becoming quite the quagmire as arguments bubble up among coal, oil, and gas interests about whether the U.S. should withdraw from the Paris Agreement on Climate Change. With the Trump administration in power, the fossil-fuel industry now has the keys to the kingdom. Yet its giants appear confused and in disarray. Whatever […]

By Starting a Trade War With Canada, Trump Deals U.S. Coal Industry Another Blow

Bloomberg: U.S. coal has become entangled in a trade war between the U.S. and Canada over lumber. British Columbia Premier Christy Clark urged Canadian Prime Minister Justin Trudeau in an open letter Wednesday to ban U.S. coal shipments from the country’s westernmost province in retaliation for the Trump administration’s new tariffs on softwood lumber. The […]

April 27, 2017 Read More →
IEEFA Research Brief: Coal in Decline, Blow by Blow

IEEFA Research Brief: Coal in Decline, Blow by Blow

Plant Closings and the Likely Effects on Specific Companies and Mines

We’ve published a research brief today that presents an expansive snapshot of a moving target: the decline in U.S. coal-fired generation nationally. As global energy markets continue to undergo rapid transformation, change has swept the U.S. as well. Our brief—“U.S. Coal Phase-out, Blow by Blow: Plant Closings and the Likely Corresponding Effect on Specific Companies […]

April 21, 2017 Read More →

Industry Intensifies U.S. ‘Clean Coal’ Campaign

SNL: A broad coalition of energy industry leaders are urging President Donald Trump and Congress to include carbon capture and sequestration projects and CO2 pipelines in a national infrastructure initiative. “The expansion of carbon capture from industrial facilities and power plants can enable use of America’s abundant coal, oil and natural gas resources while reducing […]

April 21, 2017 Read More →

On the Blogs: Alaska Mine Cancellation Emblematic of Freefall in U.S. Coal Exports

Sightline Institute: Another month, another coal export project down the tubes. This time it’s the proposed Chuitna mine in Alaska, a controversial export project launched a few years ago near the peak in the Pacific Rim coal bubble. After submitting several thousand pages of permitting documentation, the project backers had no choice but to shelve […]

April 7, 2017 Read More →

U.S. Coal Industry: ‘Prospects for Jobs Are Weak’

The Washington Post: The battered U.S. coal industry is showing flickering signs of life. Yet the prognosis for Big Coal remains dim. Coal prices are about double what they were a year ago. Rail car deliveries of coal are up 16 percent this year. The more than 50 coal mining firms that went bankrupt over […]

March 17, 2017 Read More →

IEEFA Guest Commentary: Cloud Peak Pulls Back From Once-Ambitious Coal-Export Plans

In Reworking of Pacific Rim Contracts, an Acknowledgement of Market Realities

In another sign of the collapsing prospects for West Coast coal exports, Cloud Peak Energy—one of the largest coal producers in the American West and the best positioned coal exporter in the vast Powder River Basin—recently announced that it had extricated itself from long-term contracts to move coal into Pacific Rim markets. It was a costly retrenchment: the […]