How Have U.S. Rail Coal Shipments Been Impacted By Weak Natural Gas Prices?

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A decline in the demand for coal by utilities as a result of soft natural gas prices has negatively impacted rail shipments of coal over the course of 2015 and Q1 2016. The following table illustrates this decline for the three major U.S. rail companies as well as overall U.S. rail shipments of coal.

Decline in Coal Shipment Carloads

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Notes:

1) The purpose of these analyses is to help readers focus on a few important things. We hope such lean communication sparks thinking, and encourages readers to comment and ask questions on the comment section, or email content@trefis.com
2) Figures mentioned are approximate values to help our readers remember the key concepts more intuitively. For precise figures, please refer to our complete analysis for CSX

 

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