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john s. gordon » Comments » ACI

  • The Economic View from the Railroads [View article]
    a lot of NS coal traffic is for export.
    a lot of eastern utilities use SW virginia-E kentucky met coal because it is low in sulfur, but the mountaintops are being destroyed & the valleys filled up with waste rock.
    > jack
    Oct 31 09:24 am |Rating: 0 0 |Link to Comment
  • Coal Stocks: The Real Economic Indicator  [View article]
    you say that coal is difficult & expensive to store however many utility companies will have 6 months supply on site in dead storage to cope with possibility of strikes or weather-related delivery problems.
    much coal is sold on long term contracts which dampens out the type of short term speculation that we see in petroleum/
    > jack
    Jul 21 11:05 am |Rating: +4 -1 |Link to Comment
  • Four Coal Companies Suffering from Investor Caution [View article]
    most PRB coal is sold on long term contracts (for example, to chicago area utilities) which dampens price volatility compared to east coast.
    > jack
    Oct 31 08:27 am |Rating: 0 0 |Link to Comment
  • Don't Burn That Coal Just Yet [View article]
    most PRB coal is sold on long term contracts hence the lag.
    > jack
    Aug 13 08:02 am |Rating: 0 0 |Link to Comment
  • Peabody Energy and Arch Coal Upgraded by Citigroup [View article]
    when i visited gillette WY in 1989-90 shell (later ziegler) was operating the triton mine but kerr mcgee's clovis point mine was shut down due to lack of demand for the product, if you can imagine such a thing. anybody know if clovis is operating today?
    > jack
    Jul 06 09:13 am |Rating: 0 0 |Link to Comment
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