The US coal industry is facing structural decline and companies pursuing coal export
proposals in the Pacific Northwest (PNW) are particularly at risk. This update
highlights execution risks for PNW export projects, global coal market conditions,
and additional policy changes that may impact future coal infrastructure projects.
Companies mentioned include:
- Arch Coal, Inc.
- Alpha Natural Resources, Inc.
- Bowie Resource Partners LP
- Cloud Peak Energy, Inc.
- Consol Energy
- Lighthouse Resources, Inc. (formerly Ambre Energy North America)
- Peabody Energy Corporation
