Alliance Resource Partners, L.p. · NASDAQ:ARLP
Alliance Resource Partners, L.p — Q3 2026 Earnings Presentation
27 slides from Alliance Resource Partners, L.p's earnings presentation, Oct 26, 2026
Slide 1: Reliable Energy For Today And Tomorrow
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Reliable Energy For Today And Tomorrow Alliance Resource Partners, L.P. Investor Presentation October 1, 2026 Alliance Resource Partners, L.P.
Slide 2: Legal Disclaimers
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Legal Disclaimers Forward-looking Statements This presentation contains forward-looking statements and information within the meaning of the Private
Slide 3: Legal Disclaimers: Non-GAAP Financial Measures
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Legal Disclaimers Non-GAAP Financial Measures This presentation contains certain non-GAAP financial measures. These measures include Distributable C
Slide 4: Alliance Resource Partners, L.P. Snapshot
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Alliance Resource Partners, L.P. Snapshot Company Description Key Statistics (2Q26 Actuals) 1 • Leading natural resources company with nearly three
Slide 5: Master Limited Partnership (MLP) Overview
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Master Limited Partnership (“MLP”) Overview1 What Is An MLP? Summary Organizational Structure • MLPs are tax-advantaged, yield-oriented public vehic
Slide 6: ARLP Key Investment Highlights
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx ARLP Key Investment Highlights Second Largest Coal Producer in Eastern U.S. With Strategically Located, Low Cost, Tier 1 Assets Multi-Year Sales Vis
Slide 7: Leading Coal Producer in Eastern U.S. With Tier 1 Assets
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Leading Coal Producer in Eastern U.S. With Strategically Located, Low Cost, Tier 1 Assets Coal Operations Asset Overview • Second largest coal produ
Slide 8: Multi-Year Sales Visibility Through Strong Contract Book
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Multi-Year Sales Visibility Through Strong Contract Book and Blue-Chip, Domestic Utility Relationships Consistently Prioritizing Domestic Utility Cu
Slide 9: Significant U.S. Electricity Demand from Data Centers, On-Shoring, Electrification
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Significant U.S. Electricity Demand from Data Centers, On-Shoring of Manufacturing, and Electrification Key Drivers For U.S. Electricity Demand Grow
Slide 10: Utility Commentary on Large Load Pipeline and Capital Plans
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Significant U.S. Electricity Demand from Data Centers, Onshoring of Manufacturing, and Electrification Market Commentary & Stats From Select Investo
Slide 11: Policy & Regulatory Tailwinds Reinforcing Coal's Role in Grid Reliability
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Policy & Regulatory Tailwinds Reinforcing Coal’s Critical Role in Grid Reliability Federal • Multiple presidential directives supporting coal-fired
Slide 12: Oil & Gas Royalty Platform With Over $1 Billion Invested
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Established Track Record Scaling High-Quality Oil & Gas Royalty Platform With Over $1 Billion Invested • Established track record of acquiring over
Slide 13: Permian-Weighted Minerals Position With Top-Tier Operators
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Permian-Weighted Minerals Position With Meaningful Exposure to Top-Tier Operators Alliance Permian Minerals Overview (44,770 NRA)1 Alliance Historic
Slide 14: Disciplined Financial Principles & Capital Allocation Strategy
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Strong Track Record Underpinned by Disciplined Financial Principles & Capital Allocation Strategy Capital Allocation Priorities Financial Principles
Slide 15: Disciplined Growth Investments Expected To Generate Long-Term Value
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Disciplined Growth Investments Expected To Generate Long-Term Cash Flow and Unitholder Value Matrix Design Group │ Energy Technology and Efficiency
Slide 16: ARLP Key Investment Highlights
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx ARLP Key Investment Highlights Second Largest Coal Producer in Eastern U.S. With Strategically Located, Low Cost, Tier 1 Assets Multi-Year Sales Vis
Slide 17: Appendix
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Appendix Alliance Resource Partners, L.P. 17
Slide 18: Strategic Investments in Coal Operations Segments
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Strategic Investments in Coal Operations Segments River View/Henderson Mines Tunnel Ridge Mine Hamilton Mine (Access to 127MM Lower Cost Tons) (Acce
Slide 19: Strategic Investments in Coal Operations Segments (continued)
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Strategic Investments in Coal Operations Segments (continued) Warrior Mine Multiple ARLP Mines (New Portal Construction) (Shuttle Car Improvement Pr
Slide 20: 2026 Full Year Guidance
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx 2026 Full Year Guidance (As of July 27, 2026) 2026 Full Year Guidance Coal Operations Volumes (Million Short Tons) Illinois Basin sales tons 26.00 —
Slide 21: Quarterly Summary Results: Coal Operations
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Quarterly Summary Results: Coal Operations % Change 2026 Second 2025 Second Quarter / 2026 First % Change (in millions, except per ton and per BOE d
Slide 22: Quarterly Summary Results: Royalties & Consolidated
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Quarterly Summary Results: Royalties & Consolidated % Change 2026 Second 2025 Second Quarter / 2026 First % Change (in millions, except per ton and
Slide 23: Supplemental Information
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Supplemental Information Reconciliation of GAAP "Net Income Attributable to ARLP" to NON-GAAP "EBITDA" and "Distributable Cash Flow" (in thousands):
Slide 24: Supplemental Information
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Supplemental Information Reconciliation of 2Q26 LTM GAAP "Net Income Attributable to ARLP" to NON-GAAP “Segment Adjusted EBITDA" (in thousands): Coa
Slide 25: Supplemental Information
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Supplemental Information Reconciliation of GAAP "Cash flows from operating activities" to non-GAAP "Free cash flow" (in thousands): Three Months End
Slide 26: Supplemental Information: Commodity Derivatives
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Supplemental Information Commodity Derivatives • As of July 1, 2026, ARLP had the following outstanding derivative contracts assumed in connection w
Slide 27: Definitions
ibdroot\projects\IBD-NY\abramis2024\926850_1\10. Investor Presentation\01. Non-Deal Roadshow Presentation\ARLP Investor Presentation (15-May-2024).pptx Definitions We define Distributable Cash Flow as Adjusted EBITDA excluding equity method investment earnings, interest expense (before capitalized D
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