North America coal long-term outlook H1 2019: Competition Drives Decline Report

Commodity Market Report 31 July 2019

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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

Coal demand in the US will fall 20% over the next 5 years as a super-abundance of natural gas produced in association with tight oil recovery will drive natural gas prices to just over US$2.00/mmbtu. Over the same period, Wood Mackenzie estimates that 51 GW of coal plants will retire. But, is that the end for coal? Read how the coal market fares in this latest release of our North America Coal Markets Long-term outlook.

Key Findings
- Near-term (2019 to 2021): Gas, gas and more gas
- Near-term (2019-2023) Summary
- Mid-term(2024 to 2027): A respite
- Mid-Term (2024-2027) Summary
- Long-term (2028 to 2040): Carbon taxes and Renewable growth
- Long-term (2028-2040) Summary
Key Issues and Uncertainties

Tables and charts

This report includes 5 images and tables including:

Near-term (2019-2023) forecast of US coal supply and demand (Mst)
Mid-term (2024-2027) forecast of US coal supply and demand (Mst)
Long-term (2028-2040) forecast of US coal supply and demand (Mst)
US coal price forecast (Real 2019 US$/st)
US supply/demand balance (Volume - Mst, Prices - Real 2019 US$/st )

What's included

This report contains:

Long_term_Outlook_H1_2019.pdf

PDF 2.54 MB
cms_executive_summary_july.xls

XLS 218.00 KB
North America coal long-term outlook H1 2019: Competition Drives Decline

PDF 852.94 KB