The following video is part of our "Motley Fool Conversations" series, in which industrials editor/analyst Brendan Byrnes and analyst/editor Isaac Pino discuss topics across the investing world.

In today's edition, Isaac and Brendan discuss production cuts within the coal industry. Major railroads rely heavily on coal to drive volume and could be affected by tapering declining for this energy source. Isaac and Brendan touch on the implications of production decline and whether this will weigh on railroads over the long haul.

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.