Commodity market report
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North America thermal coal no carbon long-term outlook H2 2015

North America thermal coal no carbon long-term outlook H2 2015

Report summary

On August 3, 2015 the US Environmental Protection Agency (EPA) released two landmark carbon regulations affecting the US power sector—The Clean Power Plan (CPP) and New Source Performance Standards (NSPS). Each regulation poses very different implications to coal, gas, and power markets with the former posing a more material impact.  In this sensitivity, we examine the underlying fundamentals of North American power, gas, and coal markets absent the inclusion of CPP in our Base Case.

What's included?

This report includes 6 file(s)

  • H2 2015 No Carbon Case.pdf PDF - 778.46 KB
  • No Carbon H2 2015 CMS Demand Analysis.xls XLS - 179.50 KB
  • No Carbon H2 2015 CMS Prices Coal Gas and Emissions.xls XLS - 725.00 KB
  • No Carbon H2 2015 CMS Total Coal Production.xls XLS - 458.00 KB
  • No Carbon H2 2015 CMS Unit Coal Choices.xls XLS - 3.64 MB
  • No Carbon H2 2015 CMS Unit Coal Economics.xls XLS - 15.42 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.

Use this report to gain a better understanding of market dynamics, including revenue and demand potential for different coals. It will also help you identify trade patterns and changes affecting the thermal coal markets.

Wood Mackenzie is the only coal industry service provider that offers a market outlook integrated with other sector analyses, including macroeconomics, coal supply, steel markets and gas and power markets. Our coal analysts are based in the markets they analyse. They work with objective, proprietary data to help you maximise your current and future investments.

From market dynamics to trade patterns, we give you confidence in your strategic planning.

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Wood Mackenzie, a Verisk Analytics business, has been a trusted source of commercial intelligence for the world's natural resources sector for more than 40 years, empowering clients to make better strategic decisions with objective analysis and advice.

We work across every sector of oil, gas, power, renewables, chemicals, metals and mining, covering more than 150 countries. Our proprietary data and models are at the core of everything we do, ensuring our independent asset and company valuations are thoroughly robust and that we offer an accurate forward-looking view of economic indicators such as market supply, demand and price trends.

Our 500+ analysts are based in the regions they cover, cultivating an unrivalled depth of understanding to help clients accurately identify new opportunities, define their strategy and improve business performance.

At every stage, our teams readily collaborate and share their insight to provide an integrated perspective across entire industries. It is this unique and rigorous analytical approach that ensures we are recognised as the industry standard by the world’s most innovative organisations.