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?
Report summary
This No Carbon Policy sensitivity to the North America Coal H2 2018 long-term outlook assumes a future without any US federal carbon policy. We remove the impact of a carbon tax beginning in 2028 and examine the long-term impact. 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
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- Key messages
- Carbon prices
- Power generation
- Capacity Changes
- Natural Gas outlook
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- 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:
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