Commodity Market Report
North America Coal Strategic Planning Outlook - H1 2023
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
In the near term, domestic demand for thermal coal starts to drop more quickly than supply as coal-fired generation faces tough competition from low-price natural gas. With Henry Hub prices below US$3/mmbtu, coal-to-gas switching results in a year-over-year 15% decline in coal burn in 2023. Total production is slower to respond, and the net effect is a rapid turnaround from depleted to abundant EGU stockpiles. Over time, the supply-demand gap narrows with producers responding to lower demand. Stockpile withdrawals return after 2025, but at a more modest rate.
Table of contents
- Report style and name change
- Executive Summary
Tables and charts
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US supply/demand balance
What's included
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