Insight
What happens if the US stops new coal mine development?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
While the current US administration is attempting to change the narrative about the domestic coal market, little can likely be done to change its trajectory. We do not expect coal mine expansion will stop in the US, but we do believe it is a risk worth examining. Increasingly, financial institutions are limiting their current or future coal investments, which makes it difficult for coal miners to raise the capital necessary to construct or expand mining complexes.
Table of contents
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Approach to analysis
- Case descriptions
- Potential mine development
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Findings
- Case 1a: The effects in a CO 2 -constrained future
- Case 2a: New mine development possibilities without a federal CO 2 policy
- The effects on the broader North American energy market of no new mine development
- Conclusion
Tables and charts
This report includes the following images and tables:
- Mine expansion in the base case (Mstpa)
- Change in basin production – base case vs base case with no new mines (Mst)
- Mine expansion in the no federal CO2 policy case (Mstpa)
- Change in basin production: no federal CO2 policy case vs no federal CO2 policy case with no new mines (Mst)
- Change in ILB coal prices compared with Case 1
- Change in PRB coal prices compared with Case 1
- Change in NAPP coal prices compared with Case 1
- Increase in natural gas demand (bcfde)
What's included
This report contains:
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