Alliance Resource Partners LP (ARLP)

[KeMBro2012]

With power companies talking about limiting how much power solar homes are allowed to dump back onto the grid (this has been lightly reported in the media, so it isn't widely known just yet), solar just became a *lot* less attractive. That means continued power generation demand and, if those limits are eventually put in places, increased power generation demand as solar homes will no longer be supplying as much daytime power as they currently do.

That means more coal, which means more business for ARLP and more profits for ARLP investors.

That's my read, at least.