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US coal utility stockpiles in 2020: What is the max?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Demand from US coal-fired EGUs has again collapsed as natural gas prices have fallen to multi-year lows. Stockpiles at coal-fired EGUs have grown as generation fell below expectations. We expect the maximum possible stockpile level to be between 145-155 Mst. Given our current expectations for supply and demand, stockpiles will be above 150 Mst by May 2020. At this time, we are not expecting significant contractual disruptions as coal contracting has changed significantly over the past five years, with higher volumes of contracted coal being subject to volume or price sensitivity.
Table of contents
- Executive Summary
- Stockpile levels in 2020
Tables and charts
This report includes the following images and tables:
- EGU Stockpiles by Census Region (Mst)
- Coal-fired generation (TWh)
- Total US class 1 railcar loads
- Supply, demand and stockpile balance (Mst)
What's included
This report contains:
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