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Pleasant Prairie coal coming in by barge
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Are you sure this is PRB coal, or even domestic coal? I recall that a few years back you could get low sulfer 11,000 Btu/Lb coal out of Indonesia and China for around $5.00/mt. Even if that price has doubled since then, it's still alot cheaper on a $$/Btu basis than even PRB coal. If it is from overseas, that would make more sense than that coal coming from the PRB via BNSF or UP to Superior, then by barge down to Kenosha (which I assume is also conected to rail via UP and/or BNSF). The only scenario I can see that fits that somewhat convaluted routing is if one of the PRB players doens't have a direct rail connection to the WE facility, and doesn't want to let it's competitor play "spin the bottleneck" aka shorthaul rate manipulation.
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