Zacks highlights Core Natural Resources, Alliance Resource Partners, and Ramaco as coal stocks to watch amid industry headwinds

Industry
โดย Zacks Investment Research·Read original
Summary · why it matters

Zacks Equity Research identifies Core Natural Resources, Alliance Resource Partners, and Ramaco Resources as coal stocks worth watching despite ongoing industry challenges. The U.S. coal industry faces declining demand as renewable energy adoption rises, with the Energy Information Administration projecting a 2% drop in coal production to 518 million short tons in 2026 and a further 4% decline in 2027. Coal's share of electricity generation is expected to fall to 16% in 2026 and 15% in 2027. The Zacks Coal industry, which ranks in the bottom 23% of 247 Zacks industries, has seen its 2026 earnings estimates cut by 53.3% since June 2025. Core Natural Resources has restarted longwall mining at its Leer South mine and secured major contracts, with consensus estimates pointing to 157% earnings growth in 2026. Alliance Resource Partners is expanding royalty income through a $206 million acquisition, and its current distribution yield stands at 9.9%. Ramaco Resources has restarted the Laurel Fork Mine and is expanding the Berwind Mine, with full-year metallurgical coal production expected between 3.7 and 4.1 million tons.

Impact on stocks 3

Industrials▲ · 1 stocks
Core Natural Resources, Inc.
CNR
▲ PositiveDemandrelevance

Core Natural Resources secured major contracts and restarted longwall mining at Leer South, with 157% earnings growth expected in 2026.

Energy▲ · 1 stocks
Alliance Resource Partners LP
ARLP
▲ PositiveCapitalrelevance

Alliance Resource Partners is expanding royalty income through a $206 million acquisition and has a 9.9% distribution yield.

Materials▲ · 1 stocks
Ramaco Resources Inc
METC
▲ PositiveSupplyrelevance

Ramaco Resources restarted Laurel Fork Mine and is expanding Berwind Mine, with metallurgical coal production expected between 3.7 and 4.1 million tons.

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