Trump Policies Impact Coal Production Amid Declining Domestic Shipments
Despite the Trump administration's initiatives to support coal production, domestic coal shipments have declined. Rail data reveals that while exports increased, domestic volumes dropped for major coal shippers CSX and Norfolk Southern in 2026.
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CSX and Norfolk Southern reported overall coal volume increases of 5% and 4%, respectively, in Q2 2026, but domestic shipments fell by 2% and 8%. The Trump administration's policies aimed at boosting coal production have led to mixed outcomes, with Kentucky coal production flat and employment declining.
Railroads transport approximately 70% of U.S. coal, with both companies serving key coal regions and export terminals. The ongoing transition to solar and natural gas continues to challenge coal's dominance in electricity generation. The pending merger of Norfolk Southern with Union Pacific may reshape coal logistics and export capabilities.
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