Natural gas vs coal stocks

• coal stocks: KOL, BTU, WLT, CNX, ACI, ANR, JRCC, YZC, ARLP, AHGP, NRP, PVR, PVG, PVA, OXF, CLD, WLB, RNO
• finviz (by vol) http://finviz.com/screener.ashx?v=211&ta=0&o=-averagevolume&t=KOL,%20BTU,%20WLT,%20CNX,%20ACI,%20ANR,%20JRCC,%20YZC,%20ARLP,%20AHGP,%20NRP,%20PVR,%20PVG,%20PVA,%20OXF,%20CLD,%20WLB,%20RNO

Australian Flood & Soaring Coal Prices

An area of Australia the size of France and Germany combined now sits under water.

200,000 people have been affected.

And 75% of Queensland's coal mines have been forced to shut down. In a matter of days coal mines have already lost at least $1 billion in coal export revenue.

Australia exports 80% of its coal, and much of it goes to China. That amounted to well over 100 million tons in 2010. And 30% of China's coal imports are coking coal used for steelmaking.

Spot coking coal prices have risen around 10 percent to around $250 a ton in a month. And coking coal prices are expected to move above $300 per ton as many Queensland coal mines could be shut down for two to three months, or longer.

5/1 Friday : leading groups : coal and shippers

Key bullish groups (sectors):

• coal - up 8.96%
• shippers (water transportation) - 6.26%

TBSI - TBS International - +17%

TBS International Limited (TBSI) is an ocean transportation services company that offers worldwide shipping solutions to a diverse client base of industrial shippers.

Major shipping stocks (cut & paste to your watchlist): AXB, BHO, CKH, CPLP, DAC, DHT, DRYS, DSX, EGLE, ESEA, EXM, FREE, FRO, GASS, GLNG, GMR, GNK, HOS, HRZ, ISH, KEX, KSP, NAT, NM, NMM, OCNF, ONAV, ORGN, RAMS, RLOG, SB, SBLK, SFL, SSW, TBSI, TGP, TK, TNP, TOD, TOPS, TRBR, TRMA, TRMD, ULTR, VLCCF

AXB ALEXANDER BALDWIN

BHO B H OCEAN CARRIER

CKH SEACOR HOLDINGS I

CPLP Capital Product P

DAC DANAOS CORPORATIO

DHT DHT MARITIME, INC

DRYS DryShips Inc.

DSX DIANA SHIPPING IN

EGLE Eagle Bulk Shippi

ESEA Euroseas Ltd.

EXM EXCEL MARITIME CA

FREE FreeSeas Inc.

FRO FRONTLINE LTD

GASS StealthGas, Inc.

GLNG Golar LNG Limited

GMR GENERAL MARITIME

GNK GENCO SHIPPING

HOS HORNBECK OFFSHR S

HRZ HORIZON LINES INC

ISH INTL SHIPHOLDING

KEX KIRBY CORPORATION

KSP K-SEA TRANS PTNRS

NAT NORDIC AM TNKR SH

NM NAVIOS MARITIME

NMM NAVIOS MARITIME P

OCNF OceanFreight Inc.

ONAV Omega Navigation

ORGN Origen Financial,

RAMS Aries Maritime Tr

RLOG Rand Logistics, I

SB SAFE BULKERS, INC

SBLK Star Bulk Carrier

SFL SHIP FINC INTL

SSW SEASPAN CORPORATI

TBSI TBS International

TGP TEEKAY LNG PTRS L

TK TEEKAY CORP

TNP TSAKOS ENERGY NAV

TOD TODD SHPYRDS CP

TOPS TOP Ships Inc.

TRBR Trailer Bridge, I

TRMA Trico Marine Serv

TRMD Aktieselskabet Da

ULTR Ultrapetrol (Baha

VLCCF Knightsbridge Tan

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NCOC - National Coal Corp. - +54 %

National Coal Corp. is engaged in mining, processing and selling bituminous steam coal from mines located in East Tennessee and North Alabama and, until March 31, 2008, in Southeast Kentucky.

Major coal stocks (cut & paste to your watchlist): ACI, AHGP, ANR, ARLP, BTU, CNX, EEE, FCL, HW, ICO, JRCC, KOL, MEE, NCOC, NRP, PCX, PKOL, PVG, PVR, WLB, WLT, YZC

ACI ARCH COAL INC

AHGP Alliance Holdings

ANR ALPHA NATURAL RES

ARLP Alliance Resource

BTU PEABODY ENERGY CO

CNX CONS ENERGY INC

EEE EVERGREEN ENERGY

FCL FOUNDATION COAL H

HW HEADWATERS INC

ICO INTERNATIONAL COA

JRCC James River Coal

KOL MARKET VECTORS CO

MEE MASSEY ENERGY CO

NCOC National Coal Cor

NRP NATURAL RES PTNRS

PCX PATRIOT COAL CORP

PKOL PowerShares Excha

PVG PENN VIRGINIA GP

PVR PENN VIRGINIA RES

WLB WESTMORELAND COAL

WLT WALTER ENERGY, I

YZC YAZHOU COAL MNG