Quote Originally Posted by BiscayneSunrise View Post
OK, I understand the rational: That cheap natural gas has crashed the price of coal. Then, since coal is cheap it will more likely be used by price sensitive emerging markets. Classic Econ 101. So far, so good. But if there is a glut a cheap NatGas then why won't emerging markets just use NatGas, if everything else is equal? Along this lines, one of the variables, I don't understand is how the transportation cost of heavy coal vs. the expense of liquifying and de-liquifying LNG compare.

A brief glance at coal equities shows they are among the most unloved stocks out there right now. If this hypotheses proves out, it could be a great opportunity.
takes loads of money to build an LNG terminal, takes no money to use existing coal loading terminals to ship coal overseas.