Thesis
ARLP trades near 52-week lows (-4.7% 1Y) while Peabody (BTU) is up 98% on the same thermal coal demand thesis. The PJM capacity auction cleared every MW of coal at the FERC cap with 93% of 2026 tons already committed. This connects to the broader power demand supercycle - data centers driving 76 GW of new demand by 2026, reserve margins below targets, coal retained as baseload because new generation can't scale fast enough.
Evidence
Q4 2025 earnings (8-K filed 2026-02-02):
- Beat: $0.64 vs $0.57 est
- EBITDA +54% YoY
- 2026 volumes up, 93% committed
- Royalties +25%
PJM capacity auction:
- All coal MW selected at FERC cap
- Auction clears through 2028
- Reserve margins below target
- Data center demand cited as structural driver
Valuation vs BTU:
- ARLP: $23.82 (26% of 52-wk range), 8.9x fwd P/E, 10.5% yield, beta 0.29
- BTU: 91.5% thermal EBITDA, +98% 1Y
- Same demand dynamics, 100% price divergence
Technical setup:
- Near 52-week lows
- Options IV at 24th percentile (cheap)
- P/C ratio 0.55 (bullish positioning)
- Multiple insider buys Feb 2025 (CEO, COO, CFO)
Coverage gap:
- Only 2 analysts (both Buy, $29-33 targets = 22-38% upside)
- Market may still model secular decline vs structural demand through 2028
Edge Assessment
Where edge lives:
- Cross-ticker pattern synthesis (PJM connects to 20+ tickers tracking power demand supercycle)
- BTU/ARLP price divergence despite similar thermal exposure
- Coverage gap (2 analysts) + retail can act before institutions accumulate
Factor decomposition needed:
- Idio vol 22.2%, beta 0.29 (mostly company-specific)
- Edge likely in company-specific timing + sector trend market underprices
Catalyst Timeline
- PJM auction outcomes visible now (2026-2028 committed)
- 93% of 2026 tons sold (cash flow visibility high)
- Data center demand growth visible in NRG, BEPC updates
Risk Factors
- Cash flows declining YoY (offset by leverage discipline)
- $28M battery investment impairment
- Bitcoin on balance sheet (capital allocation question)
- Terminal value concerns (market pricing coal as stranded asset)
Verdict
Not urgent, but warrants watchlist. The PJM auction is a verifiable data point (not management guidance) that pushes back against terminal decline narrative. BTU price action suggests market rewards thermal coal when thesis becomes consensus. ARLP at 52-week lows with 10.5% yield, cheap options, insider buying, and structural demand support through 2028 is the kind of asymmetry worth monitoring.
Next steps: Factor regression to quantify edge %, compare to BTU's realized performance, assess if 8.9x fwd P/E already prices the demand extension or if street still models secular decline.
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