Wood Mackenzie is pleased to release its H2 2016 No Carbon Case as a compliment to our recently released North America Power and Renewables Base Case. While our No Carbon Case excludes implementation of a federal Clean Power Plan construct it maintains non federal CO 2 cap and trade programs and regional CO 2 markets such as California AB32 RGGI and Canadian initiatives. This release includes the full compliment of our updated forecast files including: fuel and emissions prices heat rates spark spreads and prices as well as our view of long term supply demand and reserve balances. The slide deck accompanying this release details some of the key impacts on the coal gas and power markets due to these No Carbon case assumptions relative to the Base Case.
This report contains
NAPS No Carbon Coal Retirements ERCOT 2 28 2017.xlsx