L&L Energy, Inc. LLEN

Sharpei, TJ, DC, Far, Bar

[brotherM1]

You got your ears on? I'm wandering how much truth there is to the below about rail capacity growth in China in 2013 and how much it will affect coal prices. Anyone have a rail map with the new rails or know where they are being built? I guess it's not a bad thing in the long run as more rails should help bring about more urbanization and growth?

China, the world’s top producer and consumer of coal, will commission 2,950 kilometers (1,833 miles) of coal-transporting rail lines after startup delays in 2012, Michael Parker, a Hong Kong-based analyst at Sanford C. Bernstein & Co. wrote in an e-mailed note yesterday.

“Rail capacity growth is a core aspect of our bearishness on the Chinese coal sector,” Parker wrote in the report. “As delayed projects are commissioned in 2013, paths to market will expand and pressure on coal price will persist.”

https://www.businessweek.com/news/2013-01-16/yanzhou-drops-as-world-bank-cuts-outlook-china-overnight

[barsolid]

I know a llot about historical rail development but I know nothing specific about the most recent plans,  Maybe TJ can help more.  But having said that, I do know two items that might help.  One is that the PRC is trying desparately to tie guangdong to chengdu with roadways, electric lines and probably some rail capacity.  these pass right through guizhou province so some of

[brotherM1]

Appears so far that the BarChinaPedia is correct again.  Most of the lines mentioned in this article are in the northeast.  Interesting also that Lee  mentioned in his news today that in their board meeting in China later this month, they will again be looking at expanding to the north (or was it northeast, Bejing)?  Would this be due to rails opening up in a