Peabody Energy (BTU) Q2 2025 Earnings Call Transcript
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Peabody Energy(NYSE:BTU) management raised full-year guidance based on robust cost control and strong U.S. demand fundamentals, outlining tangible benefits from pro-coal legislative actions. Liquidity remains high, with no restrictions on reported cash and reduced capital expenditure plans supporting operational flexibility. Regulatory changes are set to deliver direct cost savings in the PRB and future tax credits at Shoal Creek, including a 2.5% production tax credit for met coal effective Jan. 1, 2026, while a disciplined capital return policy persists. The accelerated Centurion development timeline was highlighted, but acquisition risks in the Anglo American transaction remain unresolved, with extended production and valuation uncertainty at Moranbah North affecting strategic outlook.
Source Fool.com
