Coal Export Terminals

IEEFA Research

IEEFA U.S. Coal Outlook 2017: Short-Term Gains Muted by Prevailing Weaknesses in Fundamentals

IEEFA U.S. Coal Outlook 2017: Short-Term Gains Muted by Prevailing Weaknesses in Fundamentals

Production Declining by as Much as 40 Million Tons; Prices Failing to Benefit Shareholders or Stimulate New Investment; Anemic Exports; Little or No Gain From Regulatory Relief; Increasingly Dim Employment Prospects

We’re out this morning with our annual outlook for U.S. coal markets, and the picture isn’t pretty. We see the potential for some short-lived strength in the current uptick for coal producers but the title of our assessment sums up the larger view: “Short-Term Gains Will Be Muted by Prevailing Weaknesses in Fundamentals.” You can […]

The Federal Government’s Coal-Leasing Program Is Broken: Here’s How to Fix It

The Federal Government’s Coal-Leasing Program Is Broken: Here’s How to Fix It

Appoint a Price-Setting Commission; Ban Exports; Cancel Some Leases; Eliminate Self-Bonding; Mandate Set-Asides for Mine Clean-up and Miner Pensions; Require Twice-a-Year Audits; Assume Smaller Markets

It’s time for the U.S. to modernize how it manages its publicly owned coal reserves. That’s the essence of comments we’ve filed today with the Department of the Interior as it begins a review of its federal coal-leasing program in the Powder River Basin, a program that has been mismanaged for years at taxpayer expense […]

Global Energy Markets Transition Drives Thermal Coal Into Structural Decline

Global Energy Markets Transition Drives Thermal Coal Into Structural Decline

New Research by IEEFA Sees Slowing Demand for Coal and Rapidly Rising Investment in Renewables CLEVELAND, Jan. 14, 2015 (IEEFA.org) — Rapid expansion of renewable energy combined with weakening electricity demand are driving a structural decline in seaborne thermal coal markets, according to a new briefing released today by the Institute for Energy Economics and […]

January 14, 2015 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 →

More News and Commentary

1 Permit Down, 22 to Go for Long-Proposed U.S. West Coast Coal-Export Terminal

SNL: The chief of a planned West Coast coal export terminal says the project is now on the fast track to approval despite a series of regulatory and advocacy setbacks. “We’re now on the freeway,” Bill Chapman, president and CEO of Millennium Bulk Terminals-Longview, told S&P Global Market Intelligence. The planned terminal received a permit […]

July 25, 2017 Read More →

On the Blogs: Why the U.S. Coal-Export Dream Died

From PowerPastCoal.org: Back at the start of the coal exports fight in the Northwest in 2010, China was the “500-pound gorilla” in the debate regarding the viability of coal exports as an economic development strategy for Northwest communities.  Coal company executives, terminal backers, and industry consultants had relied on straight-line forecasts of growing Chinese coal […]

May 8, 2017 Read More →

Op-Ed: A Road to Nowhere

Seattle Times: The reality is that the economic prospects for West Coast coal exports have collapsed. China’s demand for coal, which once seemed limitless, has been falling for three consecutive years. India’s coal imports fell last year and are projected to drop even further as the country increasingly taps domestic coal reserves to fuel its […]

April 26, 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 →

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 […]

Developer of Proposed U.S. Coal-Export Terminal Gives Up

Dave Gallagher for the Bellingham (Wash.) Herald: Developers of the proposed coal terminal at Cherry Point have withdrawn its permit applications, essentially closing the book on the project. Pacific International Terminals sent a letter Tuesday to Whatcom County officials announcing it was stopping the environmental impact statement process and is withdrawing its applications for the […]

February 10, 2017 Read More →

Developer Continues to Push for a Coal-Export Terminal in Oakland

Darwin BondGraham for the East Bay Express: The City of Oakland filed a motion in federal court today asking a judge to dismiss a lawsuit aimed at neutralizing the city’s recently enacted ban on the storage and handling of coal. Oakland was sued in December by developer Phil Tagami and his company, the Oakland Bulk […]

February 1, 2017 Read More →
IEEFA U.S. Coal Outlook 2017: Short-Term Gains Muted by Prevailing Weaknesses in Fundamentals
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IEEFA U.S. Coal Outlook 2017: Short-Term Gains Muted by Prevailing Weaknesses in Fundamentals

Production Declining by as Much as 40 Million Tons; Prices Failing to Benefit Shareholders or Stimulate New Investment; Anemic Exports; Little or No Gain From Regulatory Relief; Increasingly Dim Employment Prospects

We’re out this morning with our annual outlook for U.S. coal markets, and the picture isn’t pretty. We see the potential for some short-lived strength in the current uptick for coal producers but the title of our assessment sums up the larger view: “Short-Term Gains Will Be Muted by Prevailing Weaknesses in Fundamentals.” You can […]

IEEFA U.S. Coal Outlook 2017: Short-Term Gains Muted by Prevailing Weaknesses in Fundamentals

Production to Decline by as Much as 40 Million Tons; Prices Will Not  Benefit Shareholders or Stimulate New Investment; Anemic Exports; Few Gains From Regulatory Relief; Increasingly Dim Employment Prospects

Jan. 19, 2016 (IEEFA.org) – The Institute for Energy Economics and Financial Analysis (IEEFA) today published its U.S. Coal Outlook 2017 in which it describes an industry like to decline further this year, though at a slower pace than in 2016. The report—“IEEFA U.S. Coal Outlook 2017:  Short-Term Gains Will Be Muted by Prevailing Weaknesses […]

January 19, 2017 Read More →

Oakland Coal-Export Developer Sues to Overturn Ban on Terminal Buildout

Bob Egelko for the San Francisco Chronicle: The would-be shipper of coal from the Port of Oakland, a company controlled by a longtime friend of Gov. Jerry Brown, has sued Oakland for outlawing coal handling and storage within its borders, saying the ban interferes with interstate commerce and with federal authority over the transportation of […]

December 9, 2016 Read More →