On June 2, 2014 the United States Environmental Protection Agency released its long-anticipated carbon regulation proposal for existing power plants. As proposed, the Clean Power Plan would set state-by-state carbon emission rate targets between 2020 and 2030. While the final rule is expected by mid-summer, it will face strenuous legal challenges. In this sensitivity, we examine North American gas, power, and coal market fundamentals in the absence of our Base Case carbon pricing assumption.
This report includes 7 file(s)
North America coal markets no carbon long-term outlook H2 2014 PDF - 234.11 KB 1 Pages, 0 Tables, 0 Figures
US Coal NoCarbon Prices Coal Gas and Emissions 1 15 2015.xls XLS - 770.50 KB
US Coal NoCarbon Total Coal Production 1 15 2015.xls XLS - 489.50 KB
US Coal NoCarbon Unit Coal Choices 1 15 2015.xls XLS - 3.72 MB
US Coal NoCarbon Unit Coal Economics 1 15 2015.xls XLS - 17.73 MB
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.
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Commodity market report | Feb 2015
North America coal markets no carbon long-term outlook H2 2014
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