Peabody Energy (BTU) Valuation Check as CEO Succession Plan and Supportive Coal Policy Take Shape
Peabody Energy (BTU) just laid out a long runway for CEO James Grech, keeping him in the top job until May 2028 and then shifting him into an advisory role through 2030.
The leadership continuity message seems to be landing well with investors, with a strong year to date share price return and a robust 1 year total shareholder return suggesting momentum is still building despite coal market cyclicality.
If Peabody’s run has you rethinking where the next big moves could come from, it might be worth exploring aerospace and defense stocks as another pocket of the market that is seeing structural support and shifting sentiment.
But with the stock up sharply over the past year and analysts already lifting their targets, is Peabody still trading at a meaningful discount to its intrinsic value, or is the market already pricing in the next leg of growth?
Most Popular Narrative Narrative: 10.9% Undervalued
With Peabody Energy last closing at $30.70 against a narrative fair value near the mid 30s, the current setup implies material upside if the projections land.
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MSHA Releases Preliminary Report on West Virginia Coal Miner Killed at Lower War Eagle Mine
The Mine Safety and Health Administration has released a preliminary report providing additional details about the West Virginia coal miner who last week fatal incident at the Lower War Eagle mine.
According to the report, Robert White, a 63-year-old foreman, died on Dec. 18 at approximately 7:28 a.m. in the Wyoming County mine.
White, a veteran of the industry with 41 years of total mining experience, was pinned against a coal rib by a moving supply tractor.
The incident occurred at the underground mine operated by Greenbrier Minerals, LLC. At the time of the accident, White was standing beside a Fairchild model 35C-WH2-30-AC tractor.
Federal investigators said White had been with the company for over 10 years and had three years of experience with the specific activity he was performing at the time of his death.
MSHA officials were notified of the fatality at 7:39 a.m., roughly 11 minutes after it occurred.
There were 100 employees in the mine when the accident happened, but no other injuries were reported.
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Trump Deals Blow to Offshore Wind
The Trump administration on Monday ordered a halt to five offshore wind projects currently being built in the United States, a major new attack on a power-generating industry even as voters fret about climbing electricity prices.
The Interior Department announced it is pausing all leases for large-scale offshore wind projects that are currently under construction, effective immediately. It lands as the Trump administration is facing political heat from skyrocketing energy costs in part from the growth of data centers and artificial intelligence. Residential retail electricity rates rose roughly 7 percent in September from a year prior, according to monthly tracking by the U.S. Energy Information Administration.
The pauses affect the Vineyard Wind 1, Revolution Wind, Coastal Virginia Offshore Wind, Sunrise Wind and Empire Wind 1 projects stretching from Virginia to New England, initiatives that together would generate enough electricity to power almost 2.7 million homes.
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NETL Research Engineer Honored by the Pittsburgh Coal Mining Institute of America
Heather Dougherty, an NETL research engineer whose work has supported a range of fossil energy initiatives, was recently honored by the Pittsburgh Coal Mining Institute of America (PCMIA) for outstanding service and dedication to the mission of the organization.
Dougherty has been a PCMIA board member since 2011 and served as its president in 2015. She received the 2025 Exceptional Service Award at the annual joint meeting of the PCMIA and the Society for Mining, Metallurgy & Exploration held Oct. 22-23 at the Hilton Garden Inn Southpointe in Canonsburg, Pennsylvania.
Heather Dougherty receives the PCMIA Exceptional Service Award from Joseph Zelanko, PCMIA president
The award was established in 2011 to recognize PCMIA board members for sustained participation and exemplary service. Recipients of the award must complete at least 10 years on the PCMIA Board of Directors and have volunteered to serve on multiple committees and in leadership posts.
Heather Dougherty receives the PCMIA Exceptional Service Award from Joseph Zelanko, PCMIA president.
“I began my professional career in the coal industry in southwestern Pennsylvania, and I am honored to receive this professional recognition. I look forward to continuing to work on projects that support the use of coal and other domestic fossil resources to produce affordable, reliable and secure energy for U.S. families and businesses,” Dougherty said.
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Mining in 2025: Emerging Trends and Predictions for 2026
This year marked a significant change for the global mining industry as it navigated the impact of growing geopolitical tensions on commodity markets while racing to meet calls to decarbonize operations.
Eagle-eyed on critical minerals essential to the energy transition, including copper, lithium and rare earths, countries ramped up efforts this year to secure supply and strengthen supply chains against geopolitical risk. The West is keen to challenge China’s market dominance through protectionist policies, as well as strategic alliances involving foreign minerals.
As the demand for global critical minerals soars, mining operators are also increasingly using transformative technologies to optimize productivity and address challenges across the value chain.
Global rare earths reserves by country. Source: GlobalData.
US-China tensions for critical minerals
The mining industry has been subject to the fallout of ongoing macroeconomic and geopolitical shifts throughout 2025, with trade relations reshaping supply dynamics as countries compete for transition minerals.
China is the gatekeeper of some of the world’s largest mineral supplies. It dominates the production of over 15 critical minerals, many of which are critical to the energy transition. For some, such as gallium and magnesium, China's share of global production is so dominant (98% and 95%, respectively) that there is virtually no competition.
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