With demand in the United States waning recently, major coal companies here in the States have been bailed out by a burgeoning export market. To date, both Peabody Energy (NYSE:BTU) and Arch Coal (NASDAQOTH:ACIIQ) witnessed a dramatic uptick in demand from China and India. Helped, not only from increased coal-fueled energy production, but also by one of the coldest winters those two countries have experienced in quite a long time, the U.S. exported a record amount of coal in 2012. Expectations are for this export demand to continue. So, who else will capitalize on this opportunity? Tune in below for Motley Fool materials analyst Taylor Muckerman's take.

Taylor Muckerman has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.