5 stars for you, my friend, yet I don't agree with you completely.
I am no Nostradamus, but I don't believe the second half of 2010 will be at all difficult for energy companies. China's economic recovery seems to be well underway, and they will be buying a LOT of American coal, if I am reading the tea leaves correctly, Cap'n Trade is, IMO, likely to go down in flames (much like the healthcare fiasco), and Archie has a great balance sheet and (also IMO) competent management.
Off topic, but just today I learned that ACI used to be a division (affiliate?) of Ashland, Inc. My dad spent his entire career with Ashland, I worked a couple summers with them, and here I've been a stockholder in a company that I, until today, didn't even know was once a part of that company, LOL.