Can't you feel the electricity in the air? Consider where that electricity comes from.
An audible buzz is continuing to build around the shares of coal producers, with Appalachian giant Massey Energy
The world's largest coal producer -- Coal India -- recently revealed that both Massey Energy and Peabody Energy
Peabody Energy, for its part, may be looking to monetize select U.S. assets to help fund its own acquisition strategy, which is clearly focused upon expanding capacity for seaborne production in Australia. If price action is any indication, last week's separate rumor that Peabody might gobble up James River Coal
But Massey's potential suitors are not confined to coal miners. In a fresh twist, steelmaker ArcelorMittal
Massey may be the latest morsel to find itself on the plates of potential suitors, but I expect merger and acquisition activity to continue heating up as the coal sector adapts to the enormity of this bull market that Peabody Energy describes as "a long-term supercycle." I view Caterpillar's remarkable decision to acquire mining equipment manufacturer Bucyrus
Coal miners and related companies recognize the sheer scope and longevity of this global bull market for coal. The time has come for Fools to generate some electricity in their long-term gains by making room for coal. To find out what becomes of Massey Energy, track our coverage by adding the ticket to your watchlist by clicking here.
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Fool contributor Christopher Barker can be found blogging actively and acting Foolishly in the CAPS community under the user name TMFSinchiruna. He tweets. He owns shares of Arch Coal and Peabody Energy. True to its name, The Motley Fool is made up of a motley assortment of writers and analysts, each with a unique perspective; sometimes we agree, sometimes we disagree, but we all believe in the power of learning from each other through our Foolish community. The Fool has a disclosure policy.