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North America coal markets no carbon long-term outlook H2 2014

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Report summary

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.

What's included

This report contains

  • Document

    CMS no carbon case 1 15 2015.pdf

    PDF 1.14 MB

  • Document

    US Coal NoCarbon Demand Analysis 1 15 2015.xls

    XLS 141.50 KB

  • Document

    US Coal NoCarbon Prices Coal Gas and Emissions 1 15 2015.xls

    XLS 770.50 KB

  • Document

    US Coal NoCarbon Total Coal Production 1 15 2015.xls

    XLS 489.50 KB

  • Document

    US Coal NoCarbon Unit Coal Choices 1 15 2015.xls

    XLS 3.72 MB

  • Document

    US Coal NoCarbon Unit Coal Economics 1 15 2015.xls

    XLS 17.73 MB

  • Document

    North America coal markets no carbon long-term outlook H2 2014

    PDF 234.11 KB

  • Document

    North America coal markets no carbon long-term outlook H2 2014

    ZIP 6.77 MB

  • Document

    Executive summary

    PDF 53.12 KB

Table of contents

  • Executive summary

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