Article looks neutral to me - at the worst - from a China miner's standpoint. From L and L's standpoint, they are still looking good as they move into Shanxi and IM where consolidation is nearing the end; and no signs of Guizhou coal output being affected by Xinjiang coal supply or new rail system.
Article also fails to mention US coal power plants moving back to coal recently as gas prices have risen to around $4.00
the long term demand growth for coal in china over the next 20 years is huge. long term, llen will be able to sell all the coal they can produce. they just need to grow production and manage expensesto grow profit. also, china will have to import coal of which many articles point out that peabody is one of the best positioned american companies to benefit from this long term.