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North America coal: 5 things to look for in 2023

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13 January 2023

North America coal: 5 things to look for in 2023

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 3 images and tables including:

  • Total US Stockpiles
  • Total Class 1 railroad employment
  • Seaborne benchmark prices for thermal and metallurgical coal

What's included

This report contains:

  • Document

    North America coal: 5 things to look for in 2023

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