“Exports are certainly an opportunity for growth,” said John Stranak, the treasurer at Cloud Peak Energy, a major producer in Wyoming and Montana. “Pricing for exports is outpacing sales domestically. The growth in that arena is certainly where we would like to focus.”
With global prices for coal depressed through most of 2016, Cloud Peak Energy dropped exporting entirely until the final months of the year. In 2017, the company expects to export 4.5 million tons of thermal coal — the variety used for power and heat — to South Korea, Japan and Taiwan, and 5.5 million tons in 2018.
Coal mining jobs, declining for years, have increased slightly this year, to 51,200 in November from 50,000 in January, according to the Bureau of Labor Statistics. That was down from 80,000 coal workers only nine years ago. The export surge has also bolstered the revenues of coal-carrying railroads such as BNSF, CSX and Norfolk Southern and increased business in ports around the country.
Roughly 10 percent of the nation’s coal production goes toward exports, although the country also imports some coal. National coal production has increased 8 percent this year above the same period of 2016, with much of that increase attributable to exports.
Industrialists and utilities in India have especially taken a liking to heat-intensive coal produced in West Virginia and surrounding states. But countries importing considerably more American coal also include China, Brazil, Mexico and Germany.
President Trump has been happy to take credit for the improving export markets.
“If you look at what’s happened in West Virginia and so many different places, we’re sending clean coal,” Mr. Trump said at the White House this month. “We’re sending it out to different places, China. A lot of coal ordered in China right now. So a lot of things are changing.”
The relief, however, is only partial. Exports this year will still be roughly 37 million tons below what they were in 2012, when they peaked at 126 million tons. The benefit may also be temporary, since this year’s increase has been driven at least in part by events overseas.
A cyclone knocked out mines and railroad lines and interrupted coal deliveries for months after hitting Australia in March, forcing China and other Asian countries to turn to the United States to replace lost coking coal. Australian production and exports are slowly returning to normal.
Producers in Indonesia, another major Asian exporter, had idled several important mines in response to falling prices but are reversing course as prices rise.
The most lasting change — at least potentially — has come in China, which in 2016 decided to cut mine production capacity and rely more on natural gas. The government feared that many inefficient coal companies would go bankrupt, resulting in mass layoffs and financial stress for state-owned banks that lent them money.
A 15 percent production cut this year increased local coal prices by 40 percent, according to the International Energy Agency, leading to surging imports and higher global prices.
But how much China will continue to import remains an open question, with some officials pushing for import controls. A surge in coal imports in India is also in some doubt, as the country builds more railroads between its mines and power plants, and as the government pushes forward with plans for greater use of solar energy.
Nearly every country pledged at the 2015 Paris climate conference to cut carbon emissions, which means replacing coal with cleaner fuels.
Britain, Denmark, Finland, France, Italy, the Netherlands and Portugal have committed to phasing out coal burning by 2030.
“The export strength will continue through 2018, but after that all bets are off,” said Jim Thompson, director for United States coal at IHS Markit, an analysis and consulting firm.
In the United States, coal has been helped by a recent rise in natural gas prices. But older coal plants continue to close as utilities switch to gas and renewable energy. Vistra Energy announced in recent months that it would soon close three coal-fired plants in Texas, as that state relies more on natural gas and wind and solar energy. Together, the plants supply enough electricity for roughly four million homes.
“It’s going to be tough to bring the industry back to where it was,” said Harry Childress, president of the Virginia Coal and Energy Alliance, an industry association. Even with the increase of exports, he said, “I don’t see that.”
The Energy Department is projecting a slight decline in the nation’s coal production and exports next year.
Nevertheless, Mr. Trump hopes a reversal of President Barack Obama’s Clean Power Plan, capping greenhouse emissions of power plants, can revive domestic demand for coal. Energy Secretary Rick Perry has proposed that the Federal Energy Regulatory Commission oblige utilities to reward power plants that keep 90-day fuel supplies in storage with higher payments. Ostensibly designed to improve the reliability of the grid, the policy would in effect be a subsidy for coal burning.
The Trump administration has proposed an alliance of countries both rich in coal and dependent on the fossil fuel to promote coal burning.
At the same time, the administration says it will work to lift restrictions on lending for coal-burning plants in the developing world through the World Bank and other agencies.