U.S. Coal Production — Quarterly Update

Executive Summary

Chapter 1

National Production Overview

Figure 1-1 · U.S. Quarterly Coal Production

Last 16 quarters, million short tons. Source: MSHA, TheCoalTrader.com

Figure 1-2 · Change by Basin — QoQ

Source: MSHA, TheCoalTrader.com

Figure 1-3 · Change by Basin — YoY

Source: MSHA, TheCoalTrader.com

Chapter 2

Metallurgical vs. Thermal

Figure 2-1 · Met vs. Thermal — Quarterly Split

Last 12 quarters, million short tons. Source: MSHA, TheCoalTrader.com

Chapter 3

Met Coal Quality

Figure 3-1 · Met Production by Quality Grade

Source: MSHA, TheCoalTrader.com

Figure 3-2 · Met Production by Quality Grade — Quarterly Trend

Last 12 quarters, million short tons. Source: MSHA, TheCoalTrader.com

The High-Vol Supply Question

Chapter 4

Publicly Traded Producers

Figure 4-1 · Public Producers — Met vs. Thermal Output

Million short tons, current quarter. Source: MSHA, TheCoalTrader.com

Figure 4-2 · Public Producers — Metallurgical Output by Quarter

Last 12 quarters, million short tons. Source: MSHA, TheCoalTrader.com

Figure 4-3 · Public Producers — Thermal Output by Quarter

Last 12 quarters, million short tons. Source: MSHA, TheCoalTrader.com

Chapter 5

Basin Detail

Chapter 6

Mine-Complex Detail

Appendix

Methodology & Coverage