Energy / Coal

Apr 26, 2016 at 09:43 | Dave Forest

A big news item the last few weeks has been China’s efforts to curb domestic coal and steel capacity. That’s been a difficult development for China’s local producers —…

Apr 13, 2016 at 10:35 | Charles Kennedy

In a sign of the times, the world’s largest private sector coal miner just went bankrupt. The St. Louis-based Peabody Energy Corp. warned a month ago that it was considering…

Mar 25, 2016 at 15:31 | Dan Dicker

In my book Shale Boom, Shale Bust, I isolated three places one could reasonably invest for the long term to bet on the (I believe)…

Mar 23, 2016 at 12:12 | Dave Forest

As I discussed last week, there’s been carnage in the coal sector of late. With major producers like Peabody Energy teetering on the brink of bankruptcy. Reading the headlines,…

Feb 17, 2016 at 16:53 | Nick Cunningham

Demand for thermal coal is declining, a trend that appears to be “irreversible.” That is the conclusion from Goldman Sachs, which published a new report on…

Feb 16, 2016 at 11:48 | Joao Peixe

Now that the Supreme Court has blocked the federal government’s Clean Power Plan, investors will be wondering what it means for the multi-billion-dollar remediation technology industry that the new…

Feb 11, 2016 at 13:30 | Michael McDonald

The coal mining industry is in trouble and the Supreme Court holds the industries fate in its hands. Coal has been suffering for years under the…

Jan 12, 2016 at 09:43 | Dave Forest

The coal market is in a dark place. With a 10 percent slide in prices during the last few months of 2015 having this week triggered…

Dec 21, 2015 at 16:37 | Michael McDonald

Tobacco, alcohol, and gambling stocks are often called “sin” stocks because of the nature of their industry. These companies have traditionally had considerably less coverage…

Dec 18, 2015 at 17:37 | Nick Cunningham

China’s coal consumption may have peaked in 2013, and with it, so have the coal industry’s fortunes. A new report from the International Energy Agency…

Dec 11, 2015 at 16:21 | Andrew Topf

Just over a year ago, Australian Prime Minister Tony Abbott stood in front of a coal mine and declared that “coal is good for humanity”…

Nov 18, 2015 at 15:05 | Gaurav Agnihotri

Natural gas is indeed having a tough time. In Asia, the outlook for natural gas does not look good, as Southeast Asia, and India in particular,…

Nov 11, 2015 at 10:33 | Charles Kennedy

It is a dark times for coal producers around the world. And the bad news keeps on coming. The latest is an agreement between the…

Nov 06, 2015 at 17:33 | Michael McDonald

It’s no secret that it is a hard time to be in the coal business. First, coal miners have been hit hard over the last decade…

Oct 30, 2015 at 11:19 | Dave Forest

Investment opportunities are created by solving people's problems. And a major energy development this week could solve one of the biggest issues going in the commodities sector.That's happening…

Oct 16, 2015 at 16:21 | Nick Cunningham

It probably seemed unlikely that the outlook for coal could get much worse, but the industry’s prospects continue to deteriorate.Both worldwide and within the United States, coal is…

Oct 06, 2015 at 10:15 | Dave Forest

America, Poland, Indonesia, Australia. The world's largest coal-producing nations haven't had much good news lately. The majority of reports across the coal sector this year have…

Sep 24, 2015 at 12:27 | Charles Kennedy

“Peak coal” is here. Goldman Sachs released a September 22 research note that predicted that coal will decline and never come back. “Peak coal is coming…

Sep 16, 2015 at 09:41 | Dave Forest

Lower prices have had a mixed effect on commodities production. Metals like gold and iron ore have seen output stay stubbornly high -- with Platts reporting…

Aug 31, 2015 at 16:34 | Michael McDonald

Perhaps the greatest nightmare for investors in a commodity stock is that the commodity in question goes the way of coal. After more than a century…