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North America coal long-term outlook H1 2017: No Carbon case

North America coal long-term outlook H1 2017: No Carbon case

Report summary

In spite of the current US presidential administration’s policies on Climate Change and Carbon regulations, Wood Mackenzie’s H1 2017 Base Case still represented an assumption of long-term carbon reduction policy consistent with the global Wood Mackenzie view. However, our Carbon Policy case is one of many possible futures that might unfold to accelerate long-term decarbonization. Yet there is still some uncertainty around current political rhetoric and if this can deter further decarbonization efforts. A future without any US federal carbon pricing effectively assumes a world in which Federal climate change efforts are tabled and  power sector carbon emissions are allowed to continue to grow.  

In our No Carbon Case, we assume no carbon policy at the Federal level but still maintain state and regional CO2 markets such as California-AB32, RGGI and Canadian initiatives.  The lack of a carbon price has significant impacts on power dispatch, capacity buildout  and power pricing.

What's included?

This report includes 2 file(s)

  • North America coal long-term outlook H1 2017: No Carbon case PDF - 237.88 KB 2 Pages, 0 Tables, 0 Figures
  • NACMS no carbon case july 2017.pdf PDF - 689.37 KB


Global coal markets are facing extraordinary challenges and uncertainties. Factors such as global overcapacity, weakening demand and falling prices have created cautious investors. These factors have caused delays and cancellations of many mine and infrastructure projects, as well as lower growth rates at others.

This Thermal Coal Market Long Term Outlook report gives global and regional coal producers, consumers, transporters and investors detailed supply, demand and price forecasts for the coal industry, covering all the key domestic markets in North America, China and India.

Use this report to gain a better understanding of market dynamics, including revenue and demand potential for different coals. It will also help you identify trade patterns and changes affecting the thermal coal markets.

Wood Mackenzie is the only coal industry service provider that offers a market outlook integrated with other sector analyses, including macroeconomics, coal supply, steel markets and gas and power markets. Our coal analysts are based in the markets they analyse. They work with objective, proprietary data to help you maximise your current and future investments.

From market dynamics to trade patterns, we give you confidence in your strategic planning.

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