Commodity market report
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34 Pages

Southeast power markets long-term outlook H1 2014


Southeast power markets long-term outlook H1 2014

Report summary

The long-term North America power sector outlook is a story of a market that is transitioning towards a cleaner generation mix.  As the age of gas and renewables along with energy efficiency continues, markets have and will need to evolve to ensure a stable and reliable grid.  In the North America Power H1 2014 long-term outlook, we cover our view of power sector demand, supply and pricing fundamentals. 

What's included?

This report includes 17 file(s)

  • Southeast power markets long-term outlook H1 2014 PDF - 533.26 KB 34 Pages, 3 Tables, 9 Figures
  • NAPS LTO Exec Summary 5 31 2014.pdf PDF - 1.86 MB
  • Southeast Regional Market Overview.pdf PDF - 1.14 MB
  • NAPS LTO Capacity Prices Southeast 5 31 2014.xls XLS - 561.50 KB
  • NAPS LTO Coal Retirements Southeast 5 31 2014.xls XLS - 202.50 KB
  • NAPS LTO Delivered Fuel Prices Nominal Southeast 5 31 2014.xls XLS - 335.00 KB
  • NAPS LTO Delivered Fuel Prices Real Southeast 5 31 2014.xls XLS - 334.00 KB
  • NAPS LTO Emission Prices Nominal Southeast 5 31 2014.xls XLS - 136.00 KB
  • NAPS LTO Emission Prices Real Southeast 5 31 2014.xls XLS - 136.00 KB
  • NAPS LTO Load Forecast Southeast 5 31 2014.xls XLS - 6.33 MB
  • NAPS LTO MacroEconomics Assumptions Southeast 5 31 2014.xls XLS - 1.78 MB
  • NAPS LTO Prices Sparks IHR Darks Nominal Southeast 5 31 2014.xls XLS - 13.85 MB
  • NAPS LTO Prices Sparks IHR Darks Real Southeast 5 31 2014.xls XLS - 13.86 MB
  • NAPS LTO Renewable Energy Credit Prices Southeast 5 31 2014.xls XLS - 4.53 MB
  • NAPS LTO State RPS Targets Southeast 5 31 2014.xls XLS - 956.50 KB
  • NAPS LTO Supply Demand Energy Southeast 5 31 2014.xls XLS - 2.84 MB
  • NAPS LTO Transmission Expansion Southeast 5 31 2014.xls XLS - 102.50 KB

Description

The power sector is rapidly transitioning to a cleaner generation mix supported by technological and regulatory changes. Regional markets and structures are adjusting to these new realities with implications on fuel demand, commodity pricing and asset values.

This Power Markets Long Term Outlook report provides a detailed analysis of supply, demand and price fundamentals, as well as the regulatory and market issues affecting regional power markets.

Use this report to examine key issues driving regulatory and economic trends and identify future growth opportunities in regional power markets.

Wood Mackenzie's detailed analysis and reliable market forecasts give you a strong foundation for your investment decisions and corporate planning. Our experienced power research analysts use high-quality proprietary gas, coal and oil markets research to help you unlock power market fundamentals and identify future growth opportunities.

  • Executive summary
  • Policy and regulation
    • Key takeaways:
    • Figure 1: Base Case assumed carbon price
  • Demand
    • Key takeaways:
    • Figure 2: Current demand response saturation by market (% of Peak)
  • Costs
    • Key takeaways:
    • Figure 5: Market coal price forecast (Real 2014 US$)
  • Supply
    • Key takeaways:
    • Figure 6: US Solar Capacity Build Out
    • Figure 7: NERC Capacity Retirements and New Builds
    • Figure 8: US Generation Outlook by fuel class
  • Trade
  • Supply-demand balances
    • Figure 9: Market reserve margins
  • Prices
    • Key takeaways:

In this report there are 12 tables or charts, including:

  • Executive summary
  • Policy and regulation
    • Policy and regulation: Image 1
  • Demand
    • Table 1: Wood Mackenzie United States and Canadian Q1 2014 economic indicators
    • Demand: Image 1
  • Costs
    • Figure 3: Henry Hub Outlook
    • Figure 4: Gas and Oil Price Outlook
    • Costs: Image 3
  • Supply
    • Supply: Image 1
    • Supply: Image 2
    • Supply: Image 3
  • Trade
  • Supply-demand balances
    • Supply-demand balances: Image 1
  • Prices
    • Prices: Table 1
    • Prices: Table 2
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