Alliance Resource Partners Forecasts About 550,000-Ton Mettiki Output Gain in 2027
Alliance Resource Partners forecasts Mettiki production will rise about 550,000 tons in 2027 from 2026 under a new multiyear supply agreement that Craft said will allow nearly 150 miners to return to production.
Joseph W. Craft III, the partnership’s chairman, president and CEO, described the agreement as being with the mine’s largest historical customer. He said it “will allow the mine and nearly 150 miners to return to coal production operations.”
The Mountain View Mine is near Tucker County, West Virginia. The plan calls for replacing longwall mining with two room-and-pillar sections and moving both to a two-shift schedule by the close of the first quarter of 2027.
In January, ARLP said it would cease Mettiki production immediately after outages at a key customer’s plant reduced demand and shipments. Existing commitments were expected to be met mainly from inventory through March 2026. Mettiki had about 1.2 million tons in coal sales and production during 2025, including 300,000 tons shipped to the export metallurgical market.
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The Hydrocarbons and Geothermal Energy Office Recognizes Over $100 Million U.S. Coal Export Agreement with Malaysia
The U.S. Department of Energy’s (DOE) Hydrocarbons and Geothermal Energy Office (HGEO) joined Navajo Transitional Energy Company (NTEC) in Laramie, Wyoming on October 23, 2026, to recognize a three-year coal supply agreement valued at more than $100 million with Malaysia’s TNB Fuel Services, the fuel procurement subsidiary of Malaysia’s largest electric utility, Tenaga Nasional Berhad (TNB). Under the agreement, NTEC, a Navajo Nation-owned energy company, will supply coal from its Spring Creek Mine in Montana to Malaysia, further strengthening energy trade ties between the two countries.
The agreement builds on broader U.S.–Malaysia trade commitments announced during President Trump’s October 2025 visit to Kuala Lumpur, including $42.7 million annually in U.S. coal sales to TNB Fuel.
“This agreement is a great example of what’s possible when we bring American coal producers together with international partners,” said DOE Acting Assistant Secretary of the Hydrocarbons and Geothermal Energy Office Curt Coccodrilli. “What started with a visit to coal mines in Montana and Wyoming has turned into a major opportunity for American coal exports and regional prosperity. Under President Trump’s leadership, we’re focused on opening new markets, strengthening our coal industry, and supporting the American workers and communities that make it all possible.”
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U.S. Coal-Fired Generation Rose 12.7% in 2025, EIA Reports
U.S. coal-fired electricity generation increased substantially in 2025, according to final figures in the U.S. Energy Information Administration’s Electric Power Annual.
Coal-fired facilities generated approximately 734.9 million megawatthours, up from 652.2 million in 2024—a 12.7% increase. Coal consumption for electricity generation reached 415.1 million short tons, compared with 372.9 million a year earlier, an increase of 11.3%.
Electric utilities accounted for most coal-fired generation, producing 574.4 million megawatthours. Independent power producers generated another 156.1 million megawatthours, with commercial and industrial facilities accounting for the remainder.
Coal consumption for useful thermal output, such as steam and heat, declined 3.2% to approximately 8.6 million short tons. However, combined coal consumption for electricity generation and useful thermal output increased 11% to 423.7 million short tons.
The accompanying graphic presents the national totals and complete coal-sector breakdowns from EIA’s Table 1.1, comparing 2025 with 2024. The annual data were released October 21, 2026.
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ARLP Q3 Earnings Beat Estimates on Higher Volumes, Lower Costs
Alliance Resource Partners, L.P. ARLP reported third-quarter 2026 earnings of $1.10 per unit, beating the Zacks Consensus Estimate of 82 cents by 34.15%. Earnings increased from 73 cents per unit in the year-ago quarter.
Total Revenues
Total revenues were $603 million, surpassing the Zacks Consensus Estimate of $589 million by 2.38%. Revenues increased 5.5% year over year, driven by record oil and gas royalty revenues, higher coal sales volumes and increased other revenues, partially offset by lower coal sales prices. Coal sales volumes increased 7.4% year over year to 9.348 million tons.
Coal sales revenues totaled $504.2 million in the reported quarter, declining 1.5% from $511.6 million in the year-ago period. Oil and gas royalty revenues increased 86.4% year over year to $59.8 million.
Other revenues increased to $28.8 million from $20 million a year ago. Transportation revenues were $10.3 million compared with $7.7 million in the prior-year quarter.
Alliance Resource Partners, L.P. Price, Consensus and EPS Surprise
Alliance Resource's Coal Operations Performance
Coal Operations segment adjusted EBITDA increased 18.6% year over year to $186.8 million, primarily driven by higher Illinois Basin volumes and lower per-ton operating expenses.
The average coal sales price declined 8.3% year over year to $53.93 per ton. However, segment-adjusted EBITDA expense per ton decreased 13.1% to $35.64, reflecting improved operating efficiency.
Illinois Basin coal sales volumes increased 6.4% year over year to 7.033 million tons, benefiting from the resumption of longwall production at Hamilton. Segment-adjusted EBITDA increased 32.6% to $139.8 million.
Appalachia coal sales volumes increased 10.7% to 2.315 million tons on strong sales at Tunnel Ridge. However, segment-adjusted EBITDA declined 10.4% to $48.5 million, reflecting weaker coal pricing.
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Coal as Global Price Shock Absorber
As disruption to energy markets continues from the war with Iran, this winter is shaping up to be a very expensive one for the world’s liquified natural gas (LNG) importers. For those with the option – from Europe to East Asia – the response is coal. That’s certainly the case in South Korea.
South Korea’s climate and energy minister told Bloomberg last week that reducing winter consumption of LNG is an imperative. The Koreans are actively rethinking their reliance on the LNG market. Two exorbitantly expensive LNG price spikes in just four years has Korea and a host of other nations doubling down on plans to pivot from gas.
According to the minister, the gas price shock following Russia’s invasion of Ukraine added roughly $22 billion in losses to state utility Korea Electric Power Corp. Now, with Middle Eastern LNG supplies disrupted and winter approaching, the Koreans are desperate not to relive that pain. Coal capacity is being called on as a price shock absorber. Even as coal prices in Asia have risen with increased regional demand, coal remains a far more economical option to LNG and a salve when heating and power needs compete for limited gas supplies.
Japan is facing similar pressure and finding similar answers. On October 19, its nationwide next-day wholesale electricity price reached its highest level in nearly four years, jumping more than 25% from a week earlier. The Japanese aren’t just using more coal in the near-term to reduce reliance on imported gas but they’re beginning to make more structural changes to provide flexibility for coal capacity to help relieve price pressure in the future.
In March, the Japanese government suspended a restriction on the utilization of coal plants to reduce exposure to the LNG market. That decision – like so many other pragmatic choices to pivot away from gas to coal this year – looks increasingly sensible as global competition for limited LNG cargoes sends prices higher ahead of winter.
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