Coal for US steel producers

[yesman182]

If the US starts making more steel what coal companies are likely to benefit? 

[Pelagic]

Warrior (HCC) is probably the best pureplay US based met coal name. AMR has some thermal exposure but worth looking at as well. BTU is mostly thermal for US operations if you're looking for companies unaffected by tariffs it won't be their met segment. They are shifting the portfolio to focus on seaborne met so if you think US met coal demand>production, they're worth a look too.

 

https://warriormetcoal.com/operations/

[Value_Added]

NRP - Natural Resource Partners.  Royalty company that will be returning lots of cash to shareholders with a free call option on carbon capture

[Spekulatius]

2 hours ago, yesman182 said:

If the US starts making more steel what coal companies are likely to benefit? 

None. Natural gas is going to be consumed to produce power for Minimills.

I doubt anyone will build a new blast furnace.