In this video, Motley Fool energy analyst Taylor Muckerman takes a look at the major coal sell-offs we've been seeing ever since President Obama was re-elected. Taylor stresses how important it will be to follow coal companies in the coming days that do a large percentage of their business in exports, particularly to China, India, and Europe -- places that run a lot of their industry on coal where natural gas prices aren't so competitive -- and he highlights some companies that would be good choices to watch.

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.