Comments on thermal coal .... well yahoo did not let me post previous message ... this is a shortened version.
No point listening to CSX about past shipments. That data is available on EIA GOV site under "production". They post real-time carload (collected from the weekly data provided by railroads). It does show lower (almost 10%) YoY coal shipments in the area CSX services ... which is more Appalachian basins than PRB.
PRB is serviced by other companies (it is easy to find map pf railroad coverage). But it does not matter, you can trust the data from EIA GOV because they just add up data from railroads without any creativity ... so very little room error there.
Btw, due to recent cold weather shipments in the past several weeks are higher YoY in PRB (8% in the last week), but almost flat YTD compare to 2012. Again this is about PRB.