CONSOL Energy, Inc.

  • The insatiable appetite for coal in the East

    By Hussain Asghar - August 9, 2013 | Tickers: ANR, CNX, BTU

    The demand for coal in the US has been suppressed over the past few years due to the slow economic activity and the low natural gas prices. However, as the natural gas price increased and the economy started to recover, the demand for coal was seen to rise again in the latter part of 2012. From amongst the US-based coal mining companies, three companies have some of the largest reserves more »

  • Will These Coal Companies Make a Comeback?

    By Lior Cohen - August 7, 2013 | Tickers: ARLP, CNX, BTU

    Is the coal industry slowly making a comeback? Several coal companies such as Peabody Energy (NYSE: BTU) and CONSOL Energy (NYSE: CNX) have rallied in recent weeks:  Shares of Peabody increased by 10% during the past month; CONSOL’s stock rose by 16.8%. Despite this recent rise in the stock market, these companies are still down for the year. Will these companies continue to heat up? 

    Will revenue rise more »

  • Why Everyone Needs to Relax About Coal

    By Will Chavey - August 6, 2013 | Tickers: CHK, CNX, CSX, BTU

    A few days ago, Fool analyst Michael Olson added CSX (NYSE: CSX), a freight railroad company that dominates the east coast, to his real-money portfolio. Of course, that recommendation hinges in large part on the continued success of coal, which currently accounts for approximately 40% of U.S. energy. Despite a near-consensus bear attitude toward coal, reasons for optimism remains.

    Coal prices might go up—but not too much

    As more »

  • High Yield and Growth in a Downtrodden Industry

    By Chad Henage - July 22, 2013 | Tickers: ARLP, ACI, CNX, BTU

    If there’s a better value in a less well-liked industry I haven’t found it yet. I’ve written multiple times in the past about Alliance Resource Partners (NASDAQ: ARLP), and I’m back again to pound the table for this amazing company in an industry that seemingly no one wants to invest in.

    Simple Economics
    When it comes right down to it, simple economic factors drive the prices more »

  • Conditions Remain Tough for the Coal Industry

    By Faizan Chudhry - July 20, 2013 | Tickers: ACI, CLD, CNX

    Coal as an energy source is likely to stay in the long term to preserve a diversified energy portfolio. However, in the last couple of years, the coal industry has been under pressure due to economic crises in most parts of the world and lower natural gas prices.

    The coal industry is likely to recover from ongoing crises as economic activity improves and natural gas prices rise enough to make more »

  • Is CONSOL Energy a Good Stock to Buy?

    By Meena Krishnamsetty - July 14, 2013 | Tickers: ACI, CNX, BTU, WLT

    Even if CONSOL Energy (NYSE: CNX) has not been hit quite as hard as some of its peers by the weakened demand for coal, the business has still been struggling recently. In the first quarter of 2013, total revenue decreased 10% versus a year earlier and the company actually recorded a small pre-tax loss compared to pretax income of about $120 million in the prior year period.

    The thermal coal more »

  • Coking Coal Players Feel the Pain, When the Gain?

    By Peter Epstein - July 2, 2013 | Tickers: ANR, ACI, CNX, BTU, WLT

    Benchmark coking coal prices are down 56% from a quarterly price of $330 per metric tonne in mid 2011 to $145 per tonne for the July-Sept,  2013 period. This depressed level is widely believed to be below the marginal cost of production of roughly $175-$185 per tonne. However, spot prices have been below that level for quite some time, suggesting that the true marginal cost might be closer to more »

  • Tough times for the coal Industry

    By Faizan Chudhry - July 2, 2013 | Tickers: CNX, JRCC, KOL

    President Obama’s ongoing efforts to curb climate change are directly affecting the coal industry. Obama has been advocating boosting renewable energy usage and efficiency. Improving efficiency of current power generational fleet would increase power cost and adversely affect economies and businesses tied to coal. Coal industry has already been suffering due to increasing regulations, lower natural gas prices that have lead to cheap and cleaner burning of natural gas more »

  • Can Exports Save U.S. Coal?

    By Howard Rothman - June 20, 2013 | Tickers: ANR, ACI, CNX, KMP, BTU

    Although it remains the country’s largest private sector provider of jobs, the U.S. coal industry is hurting. Domestic utilities are turning to lower-priced natural gas. Environmental opponents are working hard to keep the mineral in the ground. Coal companies have attempted to compensate by reining in costs and ramping up exports. Will it work?

    Cheaper and cleaner natural gas has cut coal’s share of U.S. electricity more »

  • Coal or Gas: How About Both?

    By Reuben Brewer - June 19, 2013 | Tickers: ARLP, CNX, NRP, PVR

    Electric utilities care about price more than fuel source, so natural gas and coal use will continue to seesaw back and forth for years. You can protect yourself by buying companies with exposure to both commodities like CONSOL Energy (NYSE: CNX), Natural Resource Partners (NYSE: NRP), and PVR (NYSE: PVR).

    The Future Is Variable

    In a recent presentation, Alliance Natural Resources (NASDAQ: ARLP) projected that global coal demand will increase more »

  • Natural Resource Partners Moves Into Bakken

    By Peter Epstein - June 19, 2013 | Tickers: ARLP, CLD, CNX, NRP

    Natural Resource Partners, LP (NYSE: NRP) a Master Limited Partnership, or "MLP," continues to make strong progress diversifying from the leasing of its owned coal reserves. Natural Resource Partners recently presented at an industry conference. Please see the latest corporate slideshow here

    In 2005, 54% of total revenues came from steam coal royalties in central Appalachia. Pro forma for the company's February acquisition of a 49% interest in OCI more »

  • A Coal Stock That Offers Plenty of Upside

    By Piyush Arora - June 13, 2013 | Tickers: BHP, CNX, BTU

    Most coal companies are struggling with their profitability due to the constrained industrial demand and weak macroeconomic conditions. But despite macroeconomic headwinds, shares of CONSOL Energy (NYSE: CNX) have risen by nearly 20% over the last year. Although investing in the mining industry is not advisable at the moment, CONSOL Energy being an exception, seems to offer a significant upside.

    Growth Prospects

    CONSOL Energy is one of the largest coal more »

  • Now Is the Time to Focus on Coal Companies

    By Reuben Brewer - June 13, 2013 | Tickers: ACI, CNX, BTU

    Coal remains unloved because it is considered a dirty fuel. However, changes in the market are beginning to alter the fuel's outlook for the better. It's time to rethink the industry.

    The invisible hand

    Markets are guided by a so-called invisible hand in which reasonably rational individuals do what is in their own best interests. In the end, supply and demand come together to create a working ecosystem more »

  • Is it Finally Time to Buy Coal Stocks?

    By Peter Epstein - June 11, 2013 | Tickers: ANR, ACI, CNX, BTU, WLT

    Talk about a fall from grace. Peabody Energy (NYSE: BTU) used to be the bellwether coal name in the U.S. and arguably the world. That was two years ago when the CEO, the de facto spokesperson for the industry, liked to talk about the "Coal Supercycle." At $18 and change, Peabody is very close to an all-time low. The last time the stock price was this low was at more »

  • Notable Insiders Buys in This Coal Stock

    By Anh HOANG - May 24, 2013 | Tickers: ANR, CNX, WLT

    In the past twelve months, Walter Energy (NYSE: WLT) has experienced a significant drop of nearly 50% to around $18 per share. Taking advantage of the low share price, the company’s insiders, including its CEO, CFO, general counsel, and senior VP of project development, have spent more than $2 million to buy shares since the beginning of May. Should we follow the company’s insiders into this stock? Let more »

  • Play the Coal Rebound With These Stocks

    By Mark Yagalla - May 16, 2013 | Tickers: ACI, CNX, CSX, NSC

    It's important for investors to understand that there are two types of coal mined. The first is thermal coal which is used by power plants to heat homes. The second is metallurgical coal which is used by steel plants to produce steel. Each one has been affected by different market dynamics that delivered a two-prong hit to the entire coal industry.

    Thermal coal has been hit by cheap natural more »

  • Constant Gravitational Attraction to Metals and Mining

    By Jeff Stouffer - May 14, 2013 | Tickers: AA, CLD, CMP, CNX, XME

    My ongoing search for investment strategies for my clients leads me to programs that absolutely do not work and may never, regardless of brand name and the people behind them. One such program is the SPDR S&P Metals & Mining ETF (NYSEMKT: XME). This exchange-traded fund, born on June 19, 2006, has posted a series of negative returns. The one-year return is -19.31%, the three-year return is -11.35 more »

  • Cloud Peak Energy, What Will Make it Peak?

    By Peter Epstein - May 3, 2013 | Tickers: ARLP, ACI, CLD, CNX, BTU

    Cloud Peak (NYSE: CLD) is a very good coal producer. As a result, its stock has held up far better than U.S. peers, many of which have been slaughtered. Only Alliance Resource Partners, (NASDAQ: ARLP) a coal MLP and Consol Energy, (NYSE: CNX) have performed better. Alliance has benefited most from the rebound in natural gas prices to above $4 per mcf from $2-$3 per mcf last year more »

  • Consol Energy Weighed Down By Coal, Not Natural Gas!

    By Peter Epstein - May 2, 2013 | Tickers: ANR, CNX, WLT

    Consol Energy, (NYSE: CNX) is a major force in both natural gas and coal in the U.S. Until recently, the Company's stock price was held back by years of low natural gas prices. Last year natural gas fell briefly below $2 per mcf. At that price, no one was making any money. It's widely believed that a natural gas price comfortably above $3 is required for the more »

  • Down Sharply from its 2011 High, Is Walter Energy a Buy?

    By Peter Epstein - May 1, 2013 | Tickers: CLD, CNX, BTU, WLT

    Forget the 52-Week Low, Walter Energy is Down 88% Since March 2011

    Few natural resource stocks have been hit as hard as Walter Energy (NYSE: WLT). Even among its peer group of horribly performing U.S. coal stocks, Walter is off considerably more than Peabody Energy (NYSE: BTU), Cloud Peak (NYSE: CLD) and Consol Energy (NYSE: CNX). Trading at about $17 per share, down from a high of about $141 more »

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