Dienstag, 17. März 2015

Amerikanische Kohlebranche: Dunkler Ausblick, Pleitewelle droht

Wie viele Rohstoff-Sektoren hat es auch die amerikanische Kohle-Industrie (US:KOL) in den letzten Jahren hart getroffen. Nun warnen weitere Analysten vor einer Pleitewelle..

Wave of bankruptcies seen for U.S. coal industry, analyst warns 

Carl Surran, SA News Editor
  • The outlook for U.S. coal producers is "increasingly bleak," and the sector is likely to undergo a wave of bankruptcies, Macquarie Research warns as it forecasts U.S. coal prices (NYSEARCA:KOL) will no longer move in conjunction with international coal prices.
  • The decoupling, which will feature declines in U.S. coal prices, will be a "necessary step to force rationalization on U.S. producers" but also likely will result in production cuts and bankruptcies over the near-to-medium term, says analyst Anthony Young.
  • Peabody Energy (NYSE:BTU) recently had to pay a 10% interest rate on bonds it issued, which Young says bodes badly for other coal producers, making it harder for to refinance debt and leading to cuts and liquidity squeezes.
  • Macquarie lowers its stock price targets on Alpha Natural (NYSE:ANR) to $0.60 from $1.15, on Arch Coal (NYSE:ACI) to $0.90 from $1.25, on BTU to $5.30 from $6.40, and on Consol (NYSE:CNX) to $29.50 from $31.50.

Quelle: bigcharts.com

Quelle: bigcharts.com

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