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States and Provinces take control: ERCOT Power & Renewables long-term outlook H2 2016 No Carbon case

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Report summary

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.

What's included

This report contains

  • Document

    NAPS No Carbon Coal Retirements ERCOT 2 28 2017.xlsx

    XLSX 56.11 KB

  • Document

    NAPS No Carbon Delivered Fuel Prices Nominal ERCOT 2 28 2017.xlsx

    XLSX 434.50 KB

  • Document

    NAPS No Carbon Delivered Fuel Prices Real ERCOT 2 28 2017.xlsx

    XLSX 439.22 KB

  • Document

    NAPS No Carbon Emission Prices Nominal ERCOT 2 28 2017.xlsx

    XLSX 119.64 KB

  • Document

    NAPS No Carbon Emission Prices Real ERCOT 2 28 2017.xlsx

    XLSX 119.64 KB

  • Document

    NAPS No Carbon Emissions ERCOT 2 28 2017.xlsx

    XLSX 145.20 KB

  • Document

    NAPS No Carbon Macroeconomics ERCOT 2 28 2017.xlsx

    XLSX 100.36 KB

  • Document

    NAPS No Carbon Renewable Energy Credit Prices ERCOT 2 28 2017.xlsx

    XLSX 126.12 KB

  • Document

    NAPS No Carbon State RPS Targets ERCOT 2 28 2017.xlsx

    XLSX 195.69 KB

  • Document

    NAPS No Carbon Supply Demand Energy ERCOT 2 28 2017.xlsx

    XLSX 596.89 KB

  • Document

    NAPS No Carbon Capacity Prices ERCOT 2 28 2017.xlsx

    XLSX 270.69 KB

  • Document

    NAPS No Carbon Load Forecast ERCOT 2 28 2017.xlsx

    XLSX 2.56 MB

  • Document

    NAPS No Carbon Prices Sparks IHR Darks Nominal ERCOT 2 28 2017.xlsx

    XLSX 3.27 MB

  • Document

    NAPS No Carbon Prices Sparks IHR Darks Real ERCOT 2 28 2017.xlsx

    XLSX 4.99 MB

  • Document

    NAPS No Carbon Case Feb 2017.pdf

    PDF 643.94 KB

  • Document

    States and Provinces take control: ERCOT Power & Renewables long-term outlook H2 2016 No Carbon case

    ZIP 9.73 MB

Table of contents

  • Executive summary

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