President Trump participates in an event on coal at the White House — 2/11/2026
Watch on YouTube ↗  |  February 11, 2026 at 22:02 UTC  |  28:13  |  CNBC
Speakers
Donald Trump — President of the United States

Summary

  • President Trump claims the Dow Jones Industrial Average has breached 50,000 and the trade deficit has decreased by 78% due to aggressive tariff policies.
  • The administration has officially pivoted the U.S. energy strategy back to coal, explicitly halting wind and solar projects ("not going to do any hopefully for four years") and directing the "Department of War" (formerly DoD) to sign power purchasing agreements directly with coal plants.
  • A direct link is drawn between coal production and the energy needs of Artificial Intelligence, framing fossil fuels as the only reliable baseload for AI compute.
  • Federal funding is being deployed to keep specific coal plants open in Tennessee, West Virginia, Ohio, North Carolina, and Kentucky, reversing previous closures.
Trade Ideas
Ticker Direction Speaker Thesis Time
ARCH /CEIX /BTU
LONG Donald Trump
President of the United States 		"I'm directing the Department of Energy to issue funds to coal plants... to keep them online... I will sign an executive order that directs the Department of War to work directly with coal plants on the new power purchasing agreements." The federal government is shifting from a regulator to a guaranteed customer and subsidizer of the coal industry. By mandating the military (Department of War) to buy coal power and issuing direct funds to prevent closures, the terminal value risk of these companies is removed, and cash flows are government-backed. Peabody (BTU) was explicitly named and honored. LONG US coal producers as beneficiaries of direct state support and military contracts. Reversal of executive orders by courts or future administrations; global pricing pressures on thermal coal. 13:41
TAN /FSLR
SHORT Donald Trump
President of the United States 		"Solar and wind totally collapsed... We're not going to do any hopefully for four years in this country. They're losers... You're supposed to make money with energy, not lose money." The administration is actively hostile toward renewable energy. The statement "not going to do any" implies a freeze on permits, removal of subsidies (ITC/PTC), and a regulatory environment designed to bankrupt the sector. Without federal credits, the unit economics of wind and solar in the US will deteriorate rapidly. SHORT US-centric renewable energy stocks and ETFs. State-level mandates (California/New York) continuing to support the sector despite federal hostility. —
AI SECTOR /DATA CENTERS
LONG Donald Trump
President of the United States 		"Coal is also critical to... artificial intelligence... It's incredible what's happening with coal." The President views coal as the primary solution to the "energy cliff" facing AI data centers. This implies that regulatory hurdles for powering new data centers will be removed *if* they utilize fossil fuel baseloads. This removes the power-constraint bottleneck for AI scaling. LONG AI infrastructure and data centers, as energy constraints are being legislated away via coal deregulation. Tech companies (Amazon, Microsoft, Google) refusing coal power due to internal ESG mandates despite government pressure. —
X /NUE
LONG Donald Trump
President of the United States 		"Coal is also critical to our national security, vital to everything from steel production to ship building... Our trade deficit has gone down 78%... because of tariffs." The combination of aggressive tariffs (protectionism) and a focus on "Department of War" industrial output (shipbuilding/steel) creates a protected, high-demand environment for domestic steel producers. Metallurgical coal demand is explicitly linked to this industrial ramp-up. LONG US Steel and Industrial producers protected by the tariff wall. Retaliatory tariffs from trading partners hurting US exports; higher input costs for manufacturers. —