This confluence of dynamics has worked out pretty well for Zouchen-based Yanzhou Coal Mining Company Ltd. (nyse:YZC), the dominant producer back east that operates its own rail transport network connecting mines and big buyers.
According to the ETF Finder at ETF Channel, YZC makes up 3.94% of the Golden Dragon China Portfolio ETF ( AMEX: PGJ )which is trading lower by about 2.5% on the day Friday.