Commodity Market Report
North America thermal coal long-term outlook H1 2015
Report summary
2014 draws to a close with a discouraging outlook for the coal markets – for both producers and consumers. Producers face several more years of low prices and weak demand. Consumers must contend with continuing deliverability issues, over-contracted positions as natural gas producers lower prices to move volume into the power markets and even the future viability of some coal suppliers.
Table of contents
- Executive summary
- Prices
- Economic outlook
-
Policy and regulation
- Base case Environmental policy assumptions
- Scrubber status of EGUs (GW)
- CO2 price comparison (US$/metric tonne)
- Demand
-
Supply
- PRB
- ILB
- NAPP
- Colorado/Utah
- CAPP
- Other
-
Infrastructure
- Domestic
- Exports
- Risks and uncertainties
Tables and charts
This report includes 22 images and tables including:
- Executive summary: Table 1
- Market coal price forecast factors (Real 2015 US$)
- Economic outlook: Image 1
- Regional GDP growth - 13-Year CAGR (2012-2025))
- Electricity Demand Outlook
- Generation Mix Outlook
- Demand: Image 3
- Demand: Image 4
- Demand: Image 5
- Demand: Image 6
- Demand: Image 7
- Demand: Image 8
- Demand: Image 9
- Mine cash cost reduction
- 2015 US thermal coal production cuts/delays announced in 2015 YTD
- Assumed probability, timing and impact of risks*
- Policy and regulation: Table 1
- Policy and regulation: Image 1
- Policy and regulation: Image 2
- US thermal coal supply outlook (Mst)
- Infrastructure: Image 1
- US coal exporting capacity by port
What's included
This report contains:
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