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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Alliance Resource Partners
Alliance Resource Partners (ARLP) investor relations material
Alliance Resource Partners Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary9 Nov, 2026
Business profile and investment case
Second-largest coal producer in the eastern U.S., operating seven underground mining complexes; also owns an oil and gas minerals royalty platform with over $1.0 billion invested.
Investment themes include contracted sales visibility, rising U.S. electricity demand, policy support for grid reliability, royalty growth, and disciplined capital allocation.
Insiders own ~17% of total equity; cumulative cash distributions since 1999 are ~ $5.0 billion.
Coal operations and sales visibility
FY25 coal sales were 25.8 million tons from the Illinois Basin and 7.2 million tons from Appalachia; weighted-average heat content was 11,570 and 12,620 Btu/lb, respectively.
FY26E sales guidance is 34.5–35.5 million tons, with 100% committed and priced at the midpoint; ~89% is contracted into domestic markets.
FY26E coal sales price guidance is $54.25–$54.75/ton; FY27E sales volumes are ~91% committed and priced.
3Q26 coal tons sold rose 7.4% YoY to 9.348 million; Coal Operations Segment Adjusted EBITDA increased 18.6% to $186.8 million.
Major mine investments completed in 2025 target lower costs, improved productivity, and extended mine life; FY26E sales guidance midpoint is 35.0 million tons.
Electricity demand and policy backdrop
BloombergNEF forecast U.S. data-center power demand rising from 47 GW in 2026 to 194 GW in 2035, a 312% increase, with AI cited as a demand driver.
Utility presentations cited more than 275 GW of large-load pipeline and $375 billion of capital plans; under a 60% capacity-factor assumption, five utilities imply over 34 million tons of additional annual eastern U.S. coal demand.
Federal actions cited include coal reliability directives, EPA regulatory changes, and more than $1.1 billion of DOE support for coal-plant recommissioning, upgrades, modernization, and life extension.
A June 2026 DOE program allocated $500 million to support 13 coal plants, including six plants supplied under existing sales relationships.
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Latest events from Alliance Resource Partners
- Coal cost gains and AllDale royalties lifted Q3 earnings; Mettiki restart adds 2027 upside.ARLP
Q3 2026 - Strong financials, disciplined growth, and policy support drive long-term value amid rising energy demand.ARLPInvestor presentation
- Strong coal and oil & gas royalty platform, robust financials, and disciplined growth strategy.ARLPInvestor presentation
- Q2 2026 net income rose 33.9% on record oil & gas royalties and a major acquisition.ARLPQ2 2026
- Disciplined energy operator leverages coal, royalties, and growth investments amid rising U.S. demand.ARLPInvestor presentation
- Q1 2026 saw lower coal earnings but record oil & gas royalties, with 95% of coal sales committed.ARLPQ1 2026
- Q4 2025 net income up 406% with strong royalty volumes and a robust 2026 outlook.ARLPQ4 2025
- Q3 2024 revenue and net income declined, but oil & gas royalties and 2025 sales commitments rose.ARLPQ3 2024
- Q1 2025 saw lower revenue but strong contract coverage and stable liquidity amid policy shifts.ARLPQ1 2025
Next Alliance Resource Partners earnings date
Q4 202625 Jan, 2027
Alliance Resource Partners
Next Alliance Resource Partners earnings date
Q4 202625 Jan, 2027
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Frequently asked questions
Alliance Resource Partners LP is a diversified natural resource company primarily involved in the production and marketing of coal. The company operates underground mining complexes and surface mines supplying thermal and metallurgical coal to utilities and industrial customers. It also holds interests in oil and gas mineral rights and related activities. Alliance Resource Partners LP is headquartered in Tulsa, Oklahoma, and its shares are listed on the NASDAQ.