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US Decarbonization gains at risk?: Southeast Power & Renewables long-term outlook H1 2017 No Carbon case


US Decarbonization gains at risk?: Southeast Power & Renewables long-term outlook H1 2017 No Carbon case

Report summary

In spite of the current US presidential administration’s policies on Climate Change and Carbon regulations, Wood Mackenzie’s H1 2017 Base Case still represented an assumption of long-term carbon reduction policy consistent with the global Wood Mackenzie view. However, our Carbon Policy case is one of many possible futures that might unfold to accelerate long-term decarbonization. Yet there is still some uncertainty around current political rhetoric and if this can deter further decarbonization efforts. A future without any US federal carbon pricing effectively assumes a world in which Federal climate change efforts are tabled and  power sector carbon emissions are allowed to continue to grow.  

In our No Carbon Case, we assume no carbon policy at the Federal level but still maintain state and regional CO2 markets such as California-AB32, RGGI and Canadian initiatives.  The lack of a carbon price has significant impacts on power dispatch, capacity buildout  and power pricing. 

What's included?

This report includes 15 file(s)

  • NAPRS No Carbon Case July 2017.pdf PDF - 689.46 KB
  • WoodMac NAPR PowerGlossary.pdf PDF - 376.00 KB
  • NAPRS No Carbon Case Capacity Prices Southeast 7 15 2017.xlsx XLSX - 301.67 KB
  • NAPRS No Carbon Case Coal Retirements Southeast 7 15 2017.xlsx XLSX - 71.42 KB
  • NAPRS No Carbon Renewable Energy Credit prices Southeast 7 15 2017.xlsx XLSX - 975.38 KB
  • NAPRS No Carbon Case Delivered Fuel Prices Nominal Southeast 7 15 2017.xlsx XLSX - 532.76 KB
  • NAPRS No Carbon Case Delivered Fuel Prices Real Southeast 7 15 2017.xlsx XLSX - 540.34 KB
  • NAPRS No Carbon Case Emission Prices Nominal Southeast 7 15 2017.xlsx XLSX - 123.04 KB
  • NAPRS No Carbon Case Emission Prices Real Southeast 7 15 2017.xlsx XLSX - 123.04 KB
  • NAPRS No Carbon Case Emissions Southeast 7 15 2017.xlsx XLSX - 181.47 KB
  • NAPRS No Carbon Case Load Forecast Southeast 7 15 2017.xlsx XLSX - 2.69 MB
  • NAPRS No Carbon Case Prices Sparks IHR Darks Nominal Southeast 7 15 2017.xlsx XLSX - 5.48 MB
  • NAPRS No Carbon Case Prices Sparks IHR Darks Real Southeast 7 15 2017.xlsx XLSX - 7.22 MB
  • NAPRS No Carbon Case Supply Demand Energy Southeast 7 15 2017.xlsx XLSX - 902.77 KB
  • NAPRS No Carbon Case Macroeconomics Southeast 7 15 2017.xlsx XLSX - 115.85 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.

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