Commodity Market Report

North American Coal Report: H2 2018 - No Federal Carbon Tax Policy Case

Get this report

$6,750

You can pay by card or invoice

Contact us

Submit your details to receive further information about this report.

For details on how your data is used and stored, see our Privacy Notice.
 

- FAQ's about online orders
- Find out more about subscriptions

Why buy this report?

Understand what the future of the US coal market might look like in the absence of a US carbon policy. Our base case assumes a flat carbon tax will be in place from 2028. Here we model an alternative.

What key questions does this report answer?

  • How will the pace of wind and solar development change in the absence of a US carbon policy?
  • What would North American coal demand be with no carbon tax?
  • How would this scenario impact Henry Hub prices?

13 March 2019

North American Coal Report: H2 2018 - No Federal Carbon Tax Policy Case

Report summary

This No Carbon Policy sensitivity to the North American Coal H2 2018 long-term outlook assumes a future without any US carbon policy. We remove the impact of a carbon tax beginning in 2028 and examine the long-term impact on the US coal market. Coal plants are still on the decline but do not retire as quickly as in our base case. Renewable generation build will continue to increase, but at a slower pace and with lower levels overall.

Table of Contents

  • The Federal Carbon Case Vs. No Federal Carbon Case
  • Carbon regulation milestones and timeline
  • Assumptions and key changes from H2 2018 Federal Carbon Case
  • No Federal Carbon Case Results
        •   Key messages
        •   Carbon prices
        •   Power generation
        •   Capacity Changes
        •  Natural Gas outlook
  • Coal outlook
  • Energy prices
  • Carbon emissions

Table of contents

  • No table of contents specified

Tables and charts

No table or charts specified

What's included

This report contains:

  • Document

    NACMS_No_Carbon_Case_H2_2018.pdf

    PDF 552.63 KB

Trusted by leading organisations