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China May Be Eying Metallurgical Coal Acquisition

TCK is an obvious choice for further buy- in. Give them enough money and they may reopen that very attractive gold mine development in Alaska.

Good for CNI as well as a new port in Kitimat could save a lot of money in transport.

Alpha Natural - Once a Jilted Bride, Now an Attack Dog

I am riding this one for free. But the future looks a bright for the LT as it did when the ANR went above 100 a share. Now if the RR start to compete in the Powder River, we need a third carrier like the Dakota Minn and Eastern, margins for this asset set should turn up.

One problem - natural gas is in glut and may erode the electric utility sales with climate change pressure and more efficient combined cycle units. Coal needs to get back into chemistry as they did with DuPont back in the 30-40's. Problem is capital costs and market stability.

Heck it is a big game this energy industry and politically driven which gives the Chinese an advantage. Just look at their coal to liquid fuels business.