ARLP Posts Solid Quarter, But Is a Distribution Cut Coming? | ARLP Q1 25 Earnings

Alliance Resource Partners (ARLP) just released Q1 2025 earnings—and the results continue to reinforce the core thesis, even though there are growing tensions underneath the surface. Coal volumes are improving, pricing is holding up reasonably well, and long-term fundamentals look better than ever. But at the same time, near-term distribution coverage remains tight, and oil and gas weakness complicates the outlook for the royalty business.

In this video, I walk through:

Key highlights from the Q1 results

What I see in the volume guidance and tonnage commitments

The strategic dilemma between maintaining the current distribution and investing in cheap mineral assets

How management is navigating the changing energy and political landscape

Why, despite some warning signs, I remain constructive on the units over the long term

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⚠️ Disclaimer:
This video is for informational purposes only and does not constitute financial advice. Always do your own research before making investment decisions.

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