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Alliance Resource Partners LP Message Board

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  • norris_3845 norris_3845 Jun 14, 2007 1:15 AM Flag

    TXU ruling

    this ruling does not directly impact ARLP because TXU has its own mines. However, it validates that coal is going to be the energy source of the future for at least some utilities. If lignite is acceptable to some, then certainly higher grades of coal will be, too.

    All in all, my thesis that utilities will gradually switch to coal is validated.

    One other point, after TXU gets their next three coal fired plants permitted, do you really want to bet that they will not continue to use coal beyond those three?

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