Presented as a contrarian investment, potentially undervalued due to negative narratives, with long-term relevance driven by demand for cheap, reliable energy in developing nations.

Regulations like the Clean Power Plan, which were seen as a direct threat to the coal-powered electric plant industry, were based on the endangerment finding. Its repeal is a major positive for the industry.

Coal is described favorably as 'clean, beautiful coal,' suggesting a push to rebrand and promote its use.

A strong, positive sentiment was expressed ('we're doing coal'), suggesting a potential policy shift that could lead to deregulation and subsidies, acting as a significant tailwind for US coal producers.