Jim Cramer Hints At Coal 'Comeback' As Stocks Dip, Trump's Energy Agenda Fuels Debate

Kaustubh Bagalkote

January 22, 2025

Wall Street personalities and market watchers are closely monitoring coal stocks following unexpected industry dynamics, with CNBC’s Jim Cramer hinting at a potential sector resurgence.

What Happened: Cramer’s cryptic Wednesday post on X, questioning “And what if coal makes a comeback??? Stay tuned…”, preceded a notable decline in coal-related equities.

Major industry players like Peabody Energy Corp. (NYSE:BTU) and Warrior Met Coal Inc. (NYSE:HCC) experienced significant price corrections, with the Exchange Traded Concepts Trust Range Global Coal Index ETF (NYSE:COAL) dropping 2.20%.

The potential shift comes amid President Donald Trump‘s aggressive energy infrastructure plans, which emphasize expanding domestic drilling and electricity production to support the burgeoning artificial intelligence sector.

Trump has pledged to unlock 625 million acres of offshore reserves valued at $50-$60 trillion, directly challenging existing environmental restrictions.

And what if coal makes a comeback??? Stay tuned… @MadMoneyOnCNBC
— Jim Cramer (@jimcramer) January 22, 2025

See Also: Netflix Crushed Q4 Thanks To Sports, Squid Game, Says Gary Black: Analyst Highlights Low Attrition Despite Price Hikes, Predicts Stock Upside

Why It Matters: Notably, the AI-driven energy transformation is sparking unprecedented electricity demand. The Department of Energy projects AI-related data center electricity consumption could triple within three years, forcing a reevaluation of traditional energy strategies.

Energy consultancy Enverus projects 80 new gas-fired plants will be constructed by 2030, adding 46 gigawatts of power capacity. This expansion represents a 20% increase over recent construction rates and signals a potential renaissance for fossil fuel infrastructure.

Major tech companies are already positioning themselves strategically. Meta Platforms Inc. plans to power a $10 billion AI data center through a $3.2 billion gas plant expansion exemplifies the industry’s current trajectory.

While renewable energy development continues, industry leaders argue that current battery technologies cannot match gas plants’ reliability for power-intensive AI operations.

Read Next:

Nvidia Supplier SK Hynix Soars 102% In Revenue, But Stock Drops Despite AI Memory Boom

Image via Shutterstock

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Recommended

Is Elon's Empire Crumbling? - Ad

Do These 4 Things to Your Bank Account Now ... - Ad

Elon's Greatest Invention... Hidden in South Memphis? - Ad

WASHINGTON (AP) — President keeps saying that Republicans' mega legislation will eliminate taxes on federal benefits.

Marjorie Taylor Greene: 'Muslim Takeover' Threatens American Women

Rep. Marjorie Taylor Greene (R-Ga.) has expressed her fears regarding what she believes to be the most significant threat to the freedom of American women.

Back This Medical AI Tech

Back This Medical AI Tech - Ad

You don't often find healthcare tech company valued at $4M. HeartSciences is an exception. With $75M invested, including R&D, clinical trials, and product development, their patented AI software is approaching FDA submission, a potential major inflection point.

Mystery Seller Behind $105 Million Plot Next to Jeff Bezos Estate Finally Revealed

A plot of land neighboring Jeff Bezos' property in Miami was sold for a staggering $105 million. The undeveloped lot was sold by German investor Mikhail Peleg.

Bernie Sanders Shares First Thing He Would Do As President — And It Could Be A Jab At Elon Musk

Bernie Sanders lost the 2016 and 2020 presidential races. In a recent interview, Sanders shared what he would do first if he were president.

How to Hack a $1.3T Market

How to Hack a $1.3T Market - Ad

Forget concrete. The new foundation for real estate success is digital, and Pacaso leads the way. Their tech unlocks a $1.3T real estate market. They've already earned $110M+ in gross profits in their operating history and reserved the Nasdaq ticker PCSO.

After Diddy's conviction, here's where his business ventures stand

LOS ANGELES (AP) — Sean “Diddy” Combs has been in his federal sex trafficking trial, but that doesn't mean the once-celebrated music mogul will see his business empire restored.

FDA requires updated warning about rare heart risk with COVID shots

WASHINGTON (AP) — said Wednesday it has expanded existing warnings on the two leading COVID-19 vaccines about a rare heart side effect mainly seen in young men.

The Tesla Shock Nobody Sees Coming

The Tesla Shock Nobody Sees Coming - Ad

While headlines scream "Tesla is doomed"...Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as July 23rd.

What's in the latest version of Trump's big bill moving through the Senate

WASHINGTON (AP) — Republicans are inching closer to getting their tax and spending cut bill through Congress with a final Senate vote likely late Monday or early Tuesday.

Nike Beats The Street And Says The Worst Is Over

Nike Inc (NKE) stock rallies after upbeat fiscal Q4 results. Analysts maintain Buy ratings, raise price targets, citing potential for growth.

What's inside Elon's building in Memphis will shock you

What's inside Elon's building in Memphis will shock you - Ad

Inside Elon Musk's Memphis site lies a supercomputer built to power the world's first superhuman AI. It could make Elon a trillionaire - and new millionaires, too. With just $500, you could get in before the July 1st funding window closes.

Ex-Amazon VP Says Working For A Bad Manager Is Worse Than Worrying About Moving Up The Career Ladder: 'One Of My Biggest Regrets…'

Former Amazon VP warns against working for bad boss. Work for someone who supports growth. Title obsession and poor leadership hurt career.

What to Stream: Ryan Coogler’s 'Sinners,' a Kesha album, 'SharkFest' and John Cena with Idris Elba

Kesha enjoying her freedom on her first new album since she left her old label and Ryan Coogler’s guts-spilling vampire film “Sinners,” are some of the new television, films, music and games near you.

A 64% Dividend From Gold?

A 64% Dividend From Gold? - Ad

Gold is soaring. But here's what no one's talking about: a way to earn a 64% dividend-paid in real cash every 30 days. No trading. No risky mining stocks. Just one simple move in your brokerage account... and you could start collecting monthly income almost instantly.

US Stocks Likely To Open Higher, Continuing Record-Setting Advances: June Has Never Seen An All-Time High Since 1950, Highlights Expert

U.S. futures rose on Monday after a record close on Friday. Futures of major benchmark indices were trading higher.

Trump Brokers Peace Deal Between DR Congo And Rwanda — Now Eyes Billions In US Investment

Trump brokers a peace deal between DR Congo and Rwanda, aiming to end conflict and unlock U.S. investment in critical African minerals.

Stunning Trump Policy Unlocks Upfront Cash Payouts

Stunning Trump Policy Unlocks Upfront Cash Payouts - Ad

The U.S. has collected $15B from Trump's tariffs - and now, thanks to Title 15, you could claim your own $100-$1,000 instant upfront cash payouts. No stocks needed. Use your phone and this income technique to collect upfront payouts now.

Occidental Petroleum, Exxon Mobil, Chevron Surge In Monday Pre-Market: What's Going On?

Occidental Petroleum Corp (NYSE: OXY), Exxon Mobil Corp (NYSE: XOM) and Chevron Corp (NYSE: CVX) climbed 1.95%, 1.53% and 1.31% during Monday pre-market trading session after oil prices have skyrocketed to their highest point since January, sparking concerns about potential supply disruptions.

Elon Musk Staging A Political Comeback? Tesla CEO Sparks 'America Party' Buzz As He Slams Trump's 'Insane Spending Bill'

Elon Musk criticized the Big, Beautiful Bill and proposed forming a new political party to combat what he calls the 'Uniparty' in America.

FDA Submission Expected This Summer - Invest Before It Happens

FDA Submission Expected This Summer - Invest Before It Happens - Ad

This company is making heart disease easier to detect with AI. Their tech has officially been designated a "Breakthrough" by the FDA. You now have an opportunity to get in at a potential inflection point.

President Trump announces trade deal with Vietnam that will let US goods into the country duty-free

WASHINGTON (AP) — President Donald Trump announced a trade deal with Vietnam Wednesday that would allow U.S. goods to enter the country duty-free.

Apple Has the Potential To Crush Meta's Ray-Ban Smart Glasses, Says Ming-Chi Kuo, But The Tech Giant Has Been 'Surprisingly Slow'

Analyst Ming-Chi Kuo believes Apple has the potential to surpass Meta's Ray-Ban smart glasses, but notes the company's slow progress in this market could delay its dominance.

Is Elon's Empire Crumbling?

Is Elon's Empire Crumbling? - Ad

Jeff Brown - the legend who called Tesla and Nvidia early - says Elon is about to launch a $25T AI revolution. This isn't another chatbot. It's real-world AI that could 14X the impact of ChatGPT. But after July 23rd, it may be too late.

Apple Sues Ex-Engineer Over Alleged Theft Of Vision Pro Secrets As Snap Prepares AR Glasses Launch

Apple files lawsuit accusing former senior design engineer of stealing confidential information before leaving to work at Snap.

Asia Markets Mixed, Europe Gains, Dollar Hit by Fed Concerns And Cooling Inflation - Global Markets Today While US Slept

US markets closed mixed on Wednesday, tech shares lifted Nasdaq while S&P 500 remained flat. Fed Chair Powell reiterated wait-and-see approach. Asian markets mostly up, European markets also positive with oil prices steady.

Do These 4 Things to Your Bank Account Now ...

Do These 4 Things to Your Bank Account Now ... - Ad

A sweeping U.S. policy could soon let the government track-or even freeze-your bank account. But there are 4 simple steps you can take right now to protect your savings before it's potentially too late.

Inside The Trump Family's $620 Million Crypto Empire

Since retaking the White House, Donald Trump's reported net worth has remained broadly stable, around $6.5 billion on Election Day to roughly $6.4 billion today.

What's in the latest version of Trump's big bill that passed the Senate

WASHINGTON (AP) — Republicans are getting closer to the finish line in getting their tax and spending cut bill through Congress with a final House vote possible on Wednesday.

Elon's Greatest Invention... Hidden in South Memphis?

Elon's Greatest Invention... Hidden in South Memphis? - Ad

In South Memphis, I uncovered what could be Elon Musk's biggest invention yet. It's so secretive, rivals are flying drones to spy on it. If you're serious about investing in AI, now's the time to see what's really going on inside those walls.

Nike soars on a production shift away from China, but it warns of a $1 billion tariff hit

Nike's shares jumped at the opening bell Friday after the company said it's shifting some production away from China. But it also warned that tariffs imposed by the Trump administration will cost it about $1 billion before it makes internal changes, which include “surgical” price increases in the U.S. starting this fall.

Wildfire kills 2 people in Spain as parts of Europe bake in heat wave

BARCELONA, Spain (AP) — Two people died in Spain in a wildfire that spread quickly before firefighters brought it under control, authorities said, as a sent thermometers soaring again on Wednesday.

Back This Medical AI Tech

Back This Medical AI Tech - Ad

FACT FOCUS: No, weather modification did not cause the deadly flash floods in Texas

As authorities search for victims of the in Texas that killed more than 100 people over the Fourth of July holiday weekend, social media users are spreading false claims that the devastation was caused by weather modification.

Bitcoin, Ethereum, XRP, Dogecoin Surge Ahead Of Independence Day

Cryptocurrency markets are surging heading into the holiday weekend, fueled by optimism around altcoin ETF approvals for 2025 and the impending ratification of the ‘Big Beautiful Bill.’

How to Hack a $1.3T Market