Trump administration to spend $625m and open 13.1m acres to revive coal

Summary

The White House plans to allocate $625m to extend the life of coal plants and open 13.1m acres of public land for coal mining. With power demand rising from AI data centers, this tilt toward coal could shift capital and fuel flows across energy, rail, and clean tech.

Winners

Coal miners and producers — direct policy tailwind from new land access and plant-life extensions; higher throughput and pricing power if demand stabilizes or grows.

Companies: $BTU (Peabody Energy), $CEIX (CONSOL Energy), $ARLP (Alliance Resource Partners)

Railroads with coal exposure — more tons per mile as utilities order additional coal shipments; coal is a high-margin bulk comm ...