selected coal company earnings dates:
BTU Jan 29
ACI Feb 5
ANR Feb 14
CLD Feb 13
CNX Jan 31
Cerrejon (owned by BHP, Anglo American, Xstrata)
ARLP Jan 29
EFH privately held, Feb 15?
Kiewit (privately held)
NC Mar 6
PCXCQ (in bankruptcy)
Murray Energy (privately held ?)
WLB Feb 25
BHP Feb 19-20
WLT Feb 20, but already disclosed pricing and volume
JRCC Feb 25
key bit from WLT: "Reflecting current trends in global coal markets, Walter Energy's met coal prices for the fourth quarter of 2012 averaged approximately $152 per metric ton (NYSE:MT) for hard coking coal as compared with $198 per MT in the third quarter of 2012. The fourth quarter prices for low-vol PCI averaged approximately $129 per MT as compared with $160 per MT in the third quarter of 2012. " I.e., a 20% drop, at least in the high quality stuff.
2012q4 Thermal prices were already locked in, so won't be any surprises there. 2013 pricing looking bleak but that is well known.
Finally, according to the american association of railroads, 2012 coal tonnage is down by 15% vs 2011, and so far into this year the trend has yet to turn back up. ( source1(pdf page 16 bottom left chart) , source2 )
I don't think it's going to be pretty.