Commodity Market Report

North America coal long-term outlook H2 2019: Utilities turn away from coal

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

23 December 2019

North America coal long-term outlook H2 2019: Utilities turn away from coal

Report summary

The US domestic coal industry has turned a corner. More and more electric utilities are responding to pressure from stockholders and customers to take a more proactive stance on climate change. As Integrated Resource Plans (IRPs) across the country were rolled out by utilities this year, a clear shift in position with regard to coal-fired generation was noted. Most IRPs included plans to eliminate or drastically reduce coal-fired generation by 2040 – some by 2030. The stepped-up retirement plans for coal-fired generation as well as an increase in renewable generation weigh heavily on coal demand in this forecast. Whereas our H1 2019 forecast projected a slight rise in coal consumption in the mid term as natural gas prices rose, we now project steady decline as more – and earlier – coal retirements have been announced.

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:

  • Document

    CMS_Executive_Summary_H2_2019_Base Case.xls

    XLS 154.00 KB

  • Document

    CMS_Basin_Level_Analysis_H2_2019_Base Case.xls

    XLS 1.41 MB

  • Document

    CMS_Prices_Coal_Gas_and_Emissions_H2_2019_Base Case.xls

    XLS 720.00 KB

  • Document

    North America coal long-term outlook H2 2019: Utilities turn away from coal

    PDF 859.75 KB

  • Document

    North America coal long-term outlook H2 2019: Utilities turn away from coal

    ZIP 1.89 MB

  • Document

    CMS_Demand_Analysis_H2_2019_Base Case.xls

    XLS 502.00 KB

  • Document

    CMS_Total_Coal_Production_H2_2019_Base Case.xls

    XLS 668.00 KB

  • Document

    CMS_Unit_Coal_Choices_H2_2019_Base Case.xls

    XLS 5.14 MB

  • Document

    CMS_Unit_Coal_Economics_H2_2019_Base Case.xls

    XLS 36.09 MB

  • Document

    Long-term Outlook H2 2019.pdf

    PDF 2.22 MB

Trusted by leading organisations