India Races to Triple Coal Stockpiles to Prevent Summer Blackouts
Published . Updated .
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This report is about coal and power and utilities.
Directly affected
- No company is named in this report.
Indirectly affected
- XME SPDR S&P Metals & Mining ETF-7.3% 30d
SPDR S&P Metals & Mining ETF: it holds coal and metals producers. Linked by “coal” (coal) in this story.
- XLU Utilities Select Sector SPDR+3.0% 30d
Utilities Select Sector SPDR: it holds power utilities. Linked by “blackout” (power and utilities) in this story.
- INDA iShares MSCI India ETF-3.0% 18d
iShares MSCI India ETF holds stocks listed in India, which this story is about (“india”).
- BTU Peabody Energy-24.5% 30d
Peabody Energy (bituminous coal and lignite surface mining): coal producers move with coal demand and prices. Linked by “coal” (coal) in this story.
- NEE NextEra Energy+10.5% 30d
NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “blackout” (power and utilities) in this story.
- CNR Core Natural Resources-9.4% 30d
Core Natural Resources (silver ores): coal producers move with coal demand and prices. Linked by “coal” (coal) in this story.
- DUK Duke Energy+7.5% 30d
Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “blackout” (power and utilities) in this story.
- SO The Southern+9.7% 30d
The Southern (electric services): power demand and prices drive utility earnings. Linked by “blackout” (power and utilities) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XME | +4.70% | +1.09% | base | after close | after close | after close | after close |
| XLU | -2.14% | +0.05% | base | after close | after close | after close | after close |
| INDA | -3.89% | -1.98% | base | after close | after close | after close | after close |
| BTU | +9.00% | +7.45% | base | after close | after close | after close | after close |
| NEE | -3.87% | -0.66% | base | after close | after close | after close | after close |
| CNR | +5.94% | +4.19% | base | after close | after close | after close | after close |
| DUK | -2.27% | +0.74% | base | after close | after close | after close | after close |
| SO | -2.34% | -0.06% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
India Races to Triple Coal Stockpiles to Prevent Summer Blackouts Crude Oil Prices Today | OilPrice.com
Spdr Series Trust (XME) compared with energy stocks (XLE) since 4 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Peabody Energy (BTU) | three days earlier | +7.45% | final price |
| Peabody Energy (BTU) | five days earlier | +9.00% | final price |
| Core Natural Resources (CNR) | three days earlier | +4.19% | final price |
| Core Natural Resources (CNR) | five days earlier | +5.94% | final price |
| Duke Energy (DUK) | three days earlier | +0.74% | final price |
| Duke Energy (DUK) | five days earlier | -2.27% | final price |
| Ishares Tr (INDA) | three days earlier | -1.98% | final price |
| Ishares Tr (INDA) | five days earlier | -3.89% | final price |
| Nextera Energy (NEE) | three days earlier | -0.66% | final price |
| Nextera Energy (NEE) | five days earlier | -3.87% | final price |
| Southern (SO) | three days earlier | -0.06% | final price |
| Southern (SO) | five days earlier | -2.34% | final price |
| Select Sector Spdr Tr (XLU) | three days earlier | +0.05% | final price |
| Select Sector Spdr Tr (XLU) | five days earlier | -2.14% | final price |
| Spdr Series Trust (XME) | three days earlier | +1.09% | final price |
| Spdr Series Trust (XME) | five days earlier | +4.70% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 2 Oct 2026. That is 33 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 14 Sep 2026. That is 51 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $1,001 - $15,000 on 2 Sep 2026. That is 63 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Duke Energy (DUK) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Duke Energy (DUK), worth $1,001 - $15,000 on 24 Aug 2026. That is 72 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Southern (SO), worth $250,001 - $500,000 on 21 Aug 2026. That is 75 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Southern (SO), worth $1,001 - $15,000 on 10 Aug 2026. That is 86 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Spdr Series Trust (XME) on one side of this energy story
Companies tied to this story
- XME Spdr Series Trust
Spdr Series Trust (XME) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “India Races to Triple Coal Stockpiles to Prevent Summer Blackouts.” Reason on file: SPDR S&P Metals & Mining ETF: it holds coal and metals producers. Linked by “coal” (coal) in this story
- XLU Select Sector Spdr Tr
Select Sector Spdr Tr (XLU) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “India Races to Triple Coal Stockpiles to Prevent Summer Blackouts.” Reason on file: Utilities Select Sector SPDR: it holds power utilities. Linked by “blackout” (power and utilities) in this story
- INDA Ishares Tr
For “India Races to Triple Coal Stockpiles to Prevent Summer Blackouts,” Ishares Tr (INDA) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI India ETF holds stocks listed in India, which this story is about (“india”)
- BTU Peabody Energy
Peabody Energy (BTU) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “India Races to Triple Coal Stockpiles to Prevent Summer Blackouts.” Reason on file: Peabody Energy (bituminous coal and lignite surface mining): coal producers move with coal demand and prices. Linked by “coal” (coal) in this story
- NEE Nextera Energy
In “India Races to Triple Coal Stockpiles to Prevent Summer Blackouts,” Nextera Energy (NEE) is linked, with no stored direction, medium confidence. Reason on file: NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “blackout” (power and utilities) in this story
- CNR Core Natural Resources
Core Natural Resources (CNR) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “India Races to Triple Coal Stockpiles to Prevent Summer Blackouts.” Reason on file: Core Natural Resources (silver ores): coal producers move with coal demand and prices. Linked by “coal” (coal) in this story
- DUK Duke Energy
Duke Energy (DUK) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “India Races to Triple Coal Stockpiles to Prevent Summer Blackouts.” Reason on file: Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “blackout” (power and utilities) in this story
- SO Southern
For “India Races to Triple Coal Stockpiles to Prevent Summer Blackouts,” Southern (SO) is linked, with no stored direction, medium confidence. Reason on file: The Southern (electric services): power demand and prices drive utility earnings. Linked by “blackout” (power and utilities) in this story
Spdr Series Trust (XME) and the energy link
On 4 Nov 2026, “India Races to Triple Coal Stockpiles to Prevent Summer Blackouts” is the story that connects Spdr Series Trust (XME) to Energy.
Spdr Series Trust (XME) is on the page because SPDR S&P Metals & Mining ETF: it holds coal and metals producers. Linked by “coal” (coal) in this story
A second company, Select Sector Spdr Tr (XLU), is listed for a different reason: Utilities Select Sector SPDR: it holds power utilities. Linked by “blackout” (power and utilities) in this story
The price range for Spdr Series Trust (XME), and the dates in the story
INDA traded between 45.35 and 48.53 across 15 sessions. The latest close on file is 46.04. XLU traded between 39.05 and 42.88 across 20 sessions. The latest close on file is 42.56. XME traded between 95.15 and 109.02 across 20 sessions. The latest close on file is 97.66.
How solid the energy case looks
46 out of 100
“India Races to Triple Coal Stockpiles to Prevent Summer Blackouts” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.