Commodity Market Report
North America gas markets sensitivity: No Carbon Policy, developed from the H2 2018 long-term outlook
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Report summary
This No Carbon Policy sensitivity to the North America Gas H2 2018 long-term outlook assumes a future without any US federal carbon policy. Coal plants are still on the decline but do not retire as quickly as in our base case. Renewable generation build will continue to increase, but at a slower pace and with lower levels overall. Power demand for gas will be lower overall, but the story varies by region.
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