Peabody Energy: Japan substitutes LNG with coal for one year. This coal producer could break out!
Reading Time: 2 minutes
The Hormuz blockade and destruction of energy infrastructure in the Middle East have severely impacted global LNG supply chains. As a result, the price of coal has exploded from around 106 USD/ton in early 2026 to currently 142 USD/ton. For Peabody Energy (BTU), the world's largest coal producer, this price environment means an expansion of margins that the market seems to have priced in only inadequately so far. The P/E ratio for 2026 is currently only 12 and is expected to drop to 10 by 2027. Asia's Strategic Shift Japan, which sources about...
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