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North America coal: 5 things to look for in 2023
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Wood Mackenzie’s North America thermal coal team explores the important events and trends likely to affect markets in 2023. After surfing a wave of high prices and high demand both at home and abroad in 2022, the US market’s momentum now shows signs of moderating. Competition from gas and renewables, environmental regulations, and the ongoing march towards decarbonization in the power sector weigh on the industry, but grid reliability is still the utmost priority.
Table of contents
- 1) Markets cool and move towards rebalance
- 2) Coal-fired capacity retirements accelerate
- 3) Rail service improves
- 4) The cross-over of metallurgical coal continues
- 5) EPA finalises power sector actions (finally)
Tables and charts
This report includes the following images and tables:
- Total US Stockpiles
- Total Class 1 railroad employment
- Seaborne benchmark prices for thermal and metallurgical coal
What's included
This report contains:
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