"The Chinese government faces a delicate balancing act when it comes to controlling the country's coal production.

Lu believes the Chinese government took a step in the right direction when they put forth a 2016 mandate to cut coal production by limiting the number of days each mine could operate.

Luther Lu sits down with GLG to discuss the state of the Chinese coal industry and what China can learn from the West.

Lu provides insights on coal industry trends to U. S. hedge funds by way of a weekly newsletter.

He has extensive experience covering the global coal market and the coal equity market for Mercuria Energy Trading, FBR Capital Markets, and Exelon.