Cloud Peak Energy

IEEFA Research

As Texas Coal-Fired Power Plants Close, Powder River Basin Mines Are Losing Their Largest Customers

Trends Will Force Closures and Complicate Efforts by Alpha Natural Resources, Arch Coal and Peabody Energy to Work Their Way Out of Bankruptcy

CLEVELAND, Aug. 3, 2016 (IEEFA.org) — The Institute for Energy Economics and Financial Analysis today published a report detailing how Powder River Basin coal producers are losing their largest customers as Texas power producers turn increasingly to other sources of energy. The report, “Texas’ Outsize Role in the Decline of the Powder River Basin Coal […]

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Report – No Need for New U.S. Coal Ports: Data Shows Oversupply in Capacity

No Need for New U.S. Coal Ports: Data Shows Oversupply in Capacity (pdf) By Tom Sanzillo, Director of Finance, IEEFA  

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Report: 20 Fourth-Quarter Questions for Powder River Basin Coal Producers

20 Fourth-Quarter Questions for Powder River Basin Coal Producers (pdf) By Tom Sanzillo, Director of Finance, Institute for Energy Economics and Financial Analysis

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Briefing note: Thermal coal outlook

Briefing note: Thermal coal outlook (pdf) By Tim Buckley,  Director of Energy Resource Studies, Australasia, IEEFA  

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Report – NYC and NYS pension funds should divest coal stocks: A shrinking industry, weak upside, and wrong on climate change

NYC and NYS pension funds should divest coal stocks: A shrinking industry, weak upside, and wrong on climate change (pdf)

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More News and Commentary

Coal CEO Urges Industry to Accept Climate Change as ‘a Political and Public Reality’

Christopher Coats for SNL: Cloud Peak Energy Inc. President and CEO Colin Marshall appealed to a rail and coal gathering Sept. 13 to stop arguing over the reality of climate change and start pushing for a potential solution to the issue involving coal, specifically through support for carbon capture and sequestration technology. Speaking to the […]

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As Texas Coal-Fired Power Plants Close, Powder River Basin Mines Are Losing Their Largest Customers

Trends Will Force Closures and Complicate Efforts by Alpha Natural Resources, Arch Coal and Peabody Energy to Work Their Way Out of Bankruptcy

CLEVELAND, Aug. 3, 2016 (IEEFA.org) — The Institute for Energy Economics and Financial Analysis today published a report detailing how Powder River Basin coal producers are losing their largest customers as Texas power producers turn increasingly to other sources of energy. The report, “Texas’ Outsize Role in the Decline of the Powder River Basin Coal […]

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As Texas Coal-Fired Power Plants Close, Powder River Basin Mines Are Losing Their Largest Customers

Electricity Companies in the Lone Star State Have Changed Fuel Preferences

As Powder River Basin coal producers try to work their way out of bankruptcy they are waging an uphill battle against a market that continues to decline internationally, nationally, and regionally. Nowhere is this conundrum better illustrated than in what’s happening in the power-generation industry over a thousand miles away in Texas, which burns more […]

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SNL Data Dispatch: U.S. Coal Companies Tightening Supply in Face of Bankruptcies

By Taylor Kuykendall and Arsalan Gul in SNL: The latest coal miner employment and production data indicates producers took huge steps towards a long-sought and much-needed tightening of domestic coal supply with those undergoing restructuring cutting the most production. A coal supply overhang across the U.S. has kept a lid on prices as demand has rapidly dropped off due to natural gas […]

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Cloud Peak Backs Away From Self-Bonding Program

Cloud Peak Energy Inc. reported it will move away from the controversial practice of self-bonding its coal mining reclamation liabilities. Cloud Peak President and CEO Colin Marshall said on an April 28 earnings call that the company is in discussion with surety providers to increase third-party bonding. The company has also submitted applications to the […]

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U.S. Coal Subsidies Are Bigger Than Anyone Knew

An Industry Supported by Loopholes and Self-Regulation Faces an Overdue Accounting

Official Washington was shocked—shocked!—to learn about the long lapse in proper oversight of federal coal holdings in the Powder River Basin of Montana and Wyoming when we published “The Great Giveaway” in 2012. It turns out that coal-industry subsidies illuminated in that report are actually bigger than anyone knew. Greenpeace adds detail to the full […]

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Divestiture Movement, Deepening Distress of Coal Industry, Emerging Battles Over Solar, Overbuilding of Shale Gas Pipelines Highlight IEEFA Energy Finance 2016 Conference in New York City

Panelists From Deutsche Bank, Moody’s, S&P Capital IQ, New York Mayor’s Office, CalSTRS, Massachusetts Attorney General’s Office, Bloomberg New Energy Finance, Norwegian Parliament

COLUMBIA UNIVERSITY, MARCH 14-16; EXPERTS FROM EUROPE, ASIA, AUSTRALIA,  AND THE AMERICAS NEW YORK, Feb. 29, 2016 — The Institute for Energy Economics and Financial Analysis (IEEFA) today announced a 2016 conference lineup that includes leading energy finance experts, industry regulators, institutional investors, activists, market analysts and commentators from around the world. The conference, Energy […]

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‘Stunning Collapse’ of Coal Industry Reveals the Risk to Taxpayers in Companies’ Self-Bonding Allowances

William Yardley for the Los Angeles Times: For four decades, mining companies have been required to repair land they mine to a form and function similar to its previous condition. The process is called reclamation, and, done well, it can be convincing. Some of the smoothest slopes and meadows here were shaped not by time […]

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Rising Costs, Lower Prices Stand to Make Powder River Basin Coal Unminable

Matthew Brown for the Associated Press: Vast coal seams dozens of feet thick that lie beneath the rolling hills of the Northern Plains once appeared almost limitless, fueling boasts that domestic reserves were sufficient to power the U.S. for centuries. But an exhaustive government analysis says that at current prices and mining rates the country’s […]

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U.S. Coal-Export Expansion Loses an Influential Cheerleader

That Much-Cited Famous Mackenzie Analysis? Never Mind

It was for good reason that Wood Mackenzie made headlines earlier this week when it reversed course on the viability of U.S. coal-export expansion. Wood Mackenzie analysts had long been bullish on the prospects for Powder River Basin coal producers finding markets abroad through port-expansion proposals in the northwest U.S.  The Wood Mackenzie spiel, off […]

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