Alliance Resource Partners, L.P. is a diversified natural resource partnership that earns operating income from producing and marketing coal and royalty income from leasing and developing mineral interests. Its coal business is organized around two producing regions—Illinois Basin and Appalachia—supported by seven underground mining complexes and a coal-loading terminal on the Ohio River in Indiana. In parallel, ARLP owns oil & gas mineral and royalty interests across major U.S. basins and collects royalties from third-party operators’ drilling activity. The partnership also holds smaller, non-core investments and subsidiaries, including Matrix Group (industrial/mining products and services) and Bitiki (bitcoin mining).
31,2 %
14,2 %
−10,4 %
2.10
1.41
| % | |
|---|---|
| Illinois Basin Coal Operations | 55% Underground mining complexes and related logistics/support services serving utility and industrial coal demand. |
| Appalachia Coal Operations | 30% Underground coal production in the Appalachia region marketed to domestic customers and export channels. |
| Oil & Gas Royalties | 8% Royalty income from leasing and development of oil & gas mineral interests in major U.S. basins. |
| Coal Royalties | 5% Royalties from coal mineral reserves/resources leased to ARLP mines and, where applicable, near other operations. |
| Other, Corporate and Elimination | 2% Matrix Group, Bitiki crypto-mining, insurance support activities, and other investments/corporate items. |
ARLP’s coal customers are primarily large domestic electric utilities that use coal as baseload fuel, along with...
Buy thermal coal for power generation; contracts often include pricing adjusters, volume ranges, and quality specs.
Purchase coal for industrial processes and value consistent specifications and dependable deliveries.
Export sales through brokers to end-users across multiple continents to diversify demand and capture seaborne pricing.
Lease ARLP mineral interests and develop wells; ARLP earns royalties tied to drilling activity, volumes, and commodity prices.
ARLP’s operating footprint is concentrated in the eastern United States, with seven underground mining complexes across...
ARLP’s stated objective is to maximize the value of its mineral asset base by combining coal production with leasing...
Long-term utility contracts depend on meeting specs and consistent supply; failures can trigger price penalties or termination.
Royalty income can grow with operator drilling activity and acquisitions, diversifying cash flows beyond coal.
Targets longer-term growth opportunities and optionality as power generation and energy markets evolve.
ARLP’s results are exposed to coal demand and pricing, which are driven by utility dispatch economics versus natural...
Coal revenues depend on customer payment and acceptance of contracted shipments; refusals reduce revenue and may require production cuts.
Operations rely on internal and third-party digital systems; breaches can cause operational disruption, data corruption, and financial loss.
Oil & gas production on ARLP mineral interests uses hydraulic fracturing; increased restrictions could reduce drilling activity and royalty income.
: 11/08/2026