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Coal Utility Arbitrage


cameronfen

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I don’t know if this is too niche for the board, but ft had an interesting article about foreign firms buying US coal focused utilities and decommissioning them and passing the costs of building a new plant (that is more cost efficient) to customers.  Maybe too niche, I’m surely not going to trade on this, but maybe someone is interested: https://www.ft.com/content/04b9376c-6f7d-49b3-9d36-94302e9e4fcc

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