Alliance Resource Partners

IEEFA Research

IEEFA report: Transition planning a must as South Africa’s export markets pivot away from thermal coal

New energy technology replacing coal-fired power faster than predicted

16 September 2019 (IEEFA South Africa) ‒ South African coal exports are approaching long-term decline, finds a new report from the Institute for Energy Economics and Financial Analysis (IEEFA) out today. Author of the report Simon Nicholas, energy finance analyst with IEEFA, says the sector needs to come to terms with the prospect of fading […]

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Alliance CEO Craft sees need for consolidation in U.S. coal industry

S&P Global Market Intelligence ($): The U.S. coal industry “needs” to consolidate in the face of difficult market conditions and sinking coal demand because of the coronavirus pandemic, Alliance Resource Partners LP CEO Joe Craft said on a May 8 earnings call. “Consolidation is needed in the coal space, and we’re a consolidator,” Craft said, […]

May 11, 2020 Read More →

S&P: Plant retirements expected to push U.S. utility coal demand down almost 20% by 2025

S&P Global Market Intelligence ($): Nearly one in five of the tons of coal delivered to U.S. power generators in the first three quarters of 2019 went to power plants planning to close by 2025 or earlier. With no coal-fired power plants on the drawing board at home and diminished demand overseas, U.S. producers will […]

February 14, 2020 Read More →
IEEFA U.S.: The coal rebound that didn’t happen
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IEEFA U.S.: The coal rebound that didn’t happen

Industry continues to struggle against increasingly competitive market forces

Some energy pundits have spoken in recent times of an impending U.S. coal renaissance. The Heritage Foundation trumpeted coal’s “Colossal Comeback” in 2017, and a Wall Street Journal reporter in 2018 wrote of its global “resilience.” Industry executives three years ago credited the newly-elected Trump administration with paving the way for fresh investments in new […]

IEEFA report: Dim future for Illinois Basin coal
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IEEFA report: Dim future for Illinois Basin coal

Customer base eroding for domestic and export markets; Regional industry will be gone in 20 years

December 10, 2019 (IEEFA U.S.) ‒ The Illinois Coal Basin, one of the most important coal‑producing regions in the U.S., will likely see declining production and mine closures as the industry continues to contract in the wake of coal-fired power plant retirements and falling exports, concludes a report published today by the Institute for Energy […]

S&P: Market capitalization of top U.S. coal companies has fallen 59% in 2019

S&P Global Market Intelligence ($): The market capitalization of five of the top 10 U.S. coal companies was sliced by more than half from early January to mid-November 2019.  Those top 10 producers’ market value totaled about $4.42 billion as of Nov. 22, a 59.4% drop from $10.88 billion as of Jan. 8, according to […]

December 5, 2019 Read More →
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IEEFA report: Transition planning a must as South Africa’s export markets pivot away from thermal coal

New energy technology replacing coal-fired power faster than predicted

16 September 2019 (IEEFA South Africa) ‒ South African coal exports are approaching long-term decline, finds a new report from the Institute for Energy Economics and Financial Analysis (IEEFA) out today. Author of the report Simon Nicholas, energy finance analyst with IEEFA, says the sector needs to come to terms with the prospect of fading […]

U.S. coal exports down sharply in second quarter compared to 2018

S&P Global Market Intelligence ($): U.S. coal exports were roughly flat in the second quarter compared to shipments made in the prior period but remained down 18.1% compared to the second quarter of 2018. About 23.2 million tonnes of coal were shipped from U.S. ports in the second quarter of 2019, nearly flat compared to […]

August 15, 2019 Read More →

U.S. coal exports down 7.7% in first quarter compared to same period in 2018

S&P Global Market Intelligence ($): Following a strong export market in 2018, U.S. coal producers shipped about 7.7% less coal abroad year over year during the first quarter of 2019 as thermal coal pricing into Europe declined. U.S. coal miners shipped 23 million tonnes of coal to other nations during the first three months of […]

May 28, 2019 Read More →

U.S. coal companies continue to lose market value

S&P Global Market Intelligence ($): The 12 largest publicly traded U.S. coal producers lost 16.6% of their total market value since September 2018, with just one seeing an increase during the period. The companies’ total market capitalization was $12.68 billion on Sept. 27, 2018, and $10.58 billion as of Jan. 8, 2019, according to data […]

January 11, 2019 Read More →

Oklahoma coal company pans utility’s solar plans in Indiana

Platts: Alliance Resource Partners is urging Indiana regulators to deny Vectren South’s application for a certificate of public convenience and necessity to construct a proposed 50-megawatt solar facility, according to filings with the Indiana Utility Regulatory Commission. Debate over what would be one of the largest solar projects in Indiana to date is heating up […]

January 3, 2019 Read More →