Coal 2022 Outlook: It’s Back From the Dead!

Just in time for Halloween, something spooky is happening in the energy market: Coal is crawling out of the grave to reclaim its old seat at the table. Just in time for Halloween, something spooky is happening in the energy market: Coal is crawling out of the grave to reclaim its old seat at the table. [Energy and Capital logo] Coal 2022 Outlook: It’s Back From the Dead! [Luke Sweeney Photo] By [Luke Sweeney]( Written Oct 18, 2021 Just in time for Halloween, something spooky is happening in the energy market: Coal is crawling out of the grave to reclaim its old seat at the table. After what we all assumed was certain defeat at the hands of cheap natural gas and renewable energy, the ghost of energy past is back to haunt us once again. In the U.S., coal consumption topped out at 1.1 billion tons all the way back in 2007. Ever since then, the media have been pushing the “death of coal” narrative. [image 1] And since coal was declining right before our eyes, nobody questioned it. Around this same time last year, prices sank as low as $45 per metric ton. In today’s market, that same ton of coal will run you somewhere around $250. We haven’t seen prices skyrocket like this in more than a decade. In between choruses of “I told you so,” some more cautious investors will point out that coal was never really dead. It was just hibernating, patiently waiting for the world to come crawling back — and crawl back we did. At this point, it's fair to say the world collectively bit off a little more than it could chew. Cheap natural gas and endless funding for renewables lulled utilities into a false sense of security. Now that some continents like Europe and Asia have seen gas prices rise more than 500%, power companies are scrambling to keep the lights on by any means necessary. And at this scale, their precious renewables won't cut it. [im 2] This energy vacuum is reviving coal and bringing it back into the market. It's going to be dirty, but there’s a solid-gold investment opportunity buried in the rubble: If U.S. producers can manage to secure deals with some of the hardest-hit countries, it could more than double the nation’s total exports. "Paris Agreement" Minting Millionaires? The U.N.’s Paris Agreement is about to unleash a “climate war.” And a little-known investment could come out as the BIG winner. Early investors already saw 1,172% in less than six months... but that was just the beginning. Because a single event on November 12, 2021, could cause this investment to explode. Word is spreading fast... This opportunity could be gone any day now. [Click here for all the details before the biggest gains have been made.]( Coal Hasn't Been This Promising Since the Industrial Revolution Energy shortages across the world are forcing desperate nations to abandon their climate promises in favor of keeping people warm this winter. And to be fair, everyone knew China’s flimsy commitment to green energy would come second to economic growth. Overall, I can't say I'm surprised. At the end of the day, people need energy. And they are going to get it from the cheapest source possible unless forced to do otherwise. That being said, the willingness of some governments to jump directly back into coal power is still somewhat amusing. Now, it’s unfair of me to lay all the blame at the feet of the green energy movement. The well-intentioned environmentalists aren't totally to blame here. If anything, the world’s addiction to cheap natural gas is behind the domino effect of shortages we're seeing. Green energy’s main role in this drama was convincing the public that renewables and natural gas were more than enough for the world. With that in mind, we started shutting down coal plants under the assumption that things would stay the same. If the last few years have taught us anything, it’s that assumptions can be deadly. For example, take a look at this graph. It charts the price increases for each type of energy over recent months. If I had assumed we were in for another year of cheap gas prices back in March, I would be in for a long, cold winter. [im 3] Bearish investors are patting themselves on the back over this one. While the rest of the world thought the green energy revolution was right around the corner, others saw it for what it was: wishful thinking. Have You Heard of “TriFuel-238”? A single ounce could power your home for a year. Under half an ounce could get you from LA to D.C. And now, according to figures from the U.S. Energy Information Administration... The breakthrough known as "TriFuel-238"... Could trigger a wealth event unseen since the dawn of the internet... As it takes the throne as the cheapest source of energy on the planet. This has nothing to do with renewables or fossil fuels — or virtually anything you’ve ever seen before. Yet this strange substance could now claim the lion’s share of a $1.9 trillion opportunity... And hand early investors a potential life-changing fortune. [Click here for the urgent details.]( American Miners Need to Seize This Opportunity The EIA’s short-term outlook tells you everything you need to know: By the end of 2021, the U.S. is expected to burn through 588 million short tons (MMst) of coal. That's a steady 10% increase over 2020. [im 4] Heading into 2022, forecasts are calling for yet another 10% jump in consumption. And nearly all of it will be headed straight into power plants to stockpile against the coming winter. But if coal is making a resurgence, the U.S. is definitely going to get a piece of it. And domestic coal miners just caught one of the luckiest breaks they've seen in years. Despite Trump’s commitment to the “China virus,” it was Australia that took the blame for raising concerns about China’s role in COVID-19. So in return, China completely shut down its imports of Australian coal. Millions of tons are still taking up space in warehouses along China’s coast, frozen in place until customs decides what to do with them. The U.S. is practically drooling at the opportunity to become China’s coal hookup. After reporting almost zero coal exports last year, the U.S. is looking at a fire sale in the making. American miners shipped out 156 million tons this past June alone, 28 million of which went straight to China. There’s no denying it now: Coal is staging a comeback, and it carries with it a stern warning about putting too many eggs in one basket. Natural gas supplies are heavily dependent on international supply chains, and renewables are limited by inconsistency. Failing to prepare a backup for when gas prices shoot up and the wind stops blowing means the world has no choice but to turn back to coal. To your wealth, Luke Sweeney Contributor, Energy and Capital --------------------------------------------------------------- The #1 Weapon Against COVID-19 (NOT a Vaccine!) There’s a brand-new anti-COVID technology on the market. Tech giants Apple, Microsoft, and Facebook are pouring every free dollar they have into this development. Even Dr. Fauci is behind them! He’s admitted to using it himself. And best of all, Trump used the last few weeks of his presidency to make SURE it’s in every single airport across the country. With a vaccine still not easily accessible to U.S. citizens, this tech is the best chance we have of stopping this pandemic in its tracks. But the craziest part? One tiny company owns every single patent for the device. And right now, you can still pick up shares for under a dollar. But this profit window won’t last long, so you have to be quick. [Click here to get all the details on this breakthrough technology.]( Browse Our Archives [Watch: Solar Fields Forever — Get in on the Ground Floor]( [Investing in Energy Projects That Pay Monthly Royalties]( [Buy Oil Now, Thank Me Later]( [Who Will the Sea Obey?]( [Lithium Outlook 2022: Bracing for the Next Big Shortage]( --------------------------------------------------------------- This email was sent to {EMAIL}. It is not our intention to send email to anyone who doesn't want it. If you're not sure why you've received this e-letter, or no longer wish to receive it, you may [unsubscribe here](, and view our privacy policy and information on how to manage your subscription. To ensure that you receive future issues of Energy and Capital, please add newsletter@energyandcapital.com to your address book or whitelist within your spam settings. For customer service questions or issues, please contact us for assistance. Energy and Capital, Copyright © 2021, Angel Publishing LLC. All rights reserved. 3 E Read Street, Baltimore, MD 21202. Your privacy is important to us – we will never rent or sell your e-mail or personal information. Please read our [Privacy Policy](. Neither the publisher nor the editors are registered investment advisors. Subscribers should not view this publication as offering personalized legal or investment advice. Read our [Details and Disclosures.](