Am I missing something? This does not seem consistent with what I have seen going out of the harbors. Exports of both thermal and metallurgical coal from the United States to China have increased [0][1].

[0]: https://www.eia.gov/coal/production/quarterly/pdf/t9p01p1.pd...

[1]: https://www.eia.gov/coal/production/quarterly/pdf/t11p01p1.p...