Insight
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9 Pages

US West ports' permit denial case - US domestic impact


US West ports' permit denial case - US domestic impact

Report summary

Wood Mackenzie's Global Thermal Coal Market Service recently released an insight ("US West ports' permit denial delays PRB and increases prices") analysing the potential market impact if new ports on the US west coast are prohibited from being developed.  While our Global Thermal Coal Market Service insight delved into the effect on international coal markets, this insight focuses closer on the result that a ban on new US west coast ports would have on the internal US coal market.


What's included?

This report includes 2 file(s)

  • US West ports' permit denial case - US domestic impact PDF - 527.22 KB 9 Pages, 1 Tables, 7 Figures
  • WM CMSNA NoUSWestPort.xls XLS - 469.50 KB

Description

This Coal Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved.

Participants, suppliers and advisors can use it to look at the trends, risks and issues within the coal industry and gain an alternative point of view when making decisions.

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

  • Executive Summary
  • Recent setback for Morrow coal export project
  • Current state of export access for PRB coal
  • Impact of obstruction of US west coast ports
    • Port case
    • Domestic market experiences greater coal-fired generation and PRB challenges other basins
    • Domestic coal prices – all weaker than the base case
  • Risks to our forecast sensitivity
  • Notes about assumptions and variables

In this report there are 8 tables or charts, including:

  • Executive Summary
  • Recent setback for Morrow coal export project
  • Current state of export access for PRB coal
    • North America coal exporting terminals and major US coal exporting basins
    • US West ports' permit denial case - US domestic impact: Table 1
  • Impact of obstruction of US west coast ports
    • US West ports' permit denial case - US domestic impact: Image 2
    • US thermal coal exports by basin: port case
    • Change in key delivered prices
    • Change in US generation by type from base case
    • Change in EGU demand by basin from base case
    • Change in market coal prices (real 2014 US$/t) from base case
  • Risks to our forecast sensitivity
  • Notes about assumptions and variables
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