With no extension in wind PTC "yet," the expiration of the Megatons for Megawatts program coming in less than four weeks, and the Keystone Pipeline all but officially opened with a ribbon-cutting ceremony, the U.S. may not have the war on carbon as front and center as many are led to believe. This means coal, an out of favor energy resource due to environmental concerns, may not have the Fat Lady singing yet. That suggests coal players are still in the energy game and could have more upside, a view strengthened by China's move to allow more babies per family. This has me thinking names like Arch Coal (NYSE: ACI), Peabody Energy (BTU) and Walter Energy (WLTGQ) could benefit from higher exporting of coal to meet growing global energy demand and an increased need for housing to accommodate larger families in China.
You're reading a free article with opinions that may differ from The Motley Fool's Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More
Recent Plant Closures Are Not Final Nail in Coal's Coffin
A lack of true energy policy here at home coupled with China's reform on baby policy could keep investors interested in coal stocks.
John Licata has no position in any stocks mentioned. You can follow John on Twitter @bluephoenixinc. The Motley Fool has no position in any of the stocks mentioned. 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.
Stocks Mentioned


*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.
Related Articles





Premium Investing Services
Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services.