Inventory issues at some plants continue to get a lot of attention

摘要

The spotlight continues to be on power plant inventories and transportation issues. It is extremely difficult to find people in the industry who don't think inventories are being overstated by those who track the numbers. Not every power plant has inventory issues, but in some areas, like the Upper Midwest, power plants trucking in coal to keep their inventory levels in the 6-day neighborhood. "It's like real estate," one source said. "It's location, location, location."