Commodity Market Report

Will renewables lose momentum without carbon policy?—The Northeast 'No Federal Carbon' Case

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Despite dim prospects for any federal carbon regulation under the current administration, broad-based sustainability efforts are likely to create a push towards a carbon framework in the US.  Yet, this is still fraught with uncertainty.  In Wood Mackenzie's 'No Federal Carbon case', we remove the impact of a carbon tax beginning in 2028 and adjust our long-term capacity mix accordingly as decarbonization efforts are slowed.  This has significant impact to power pricing/generator dispatch and new build economics.

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  • Document

    Will renewables lose momentum without carbon policy?—The Northeast 'No Federal Carbon' Case

    PDF 677.06 KB

  • Document

    No Carbon Case Coal Retirements Northeast 8 31 2018.xlsx

    XLSX 128.89 KB

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    No Carbon Case Delivered Fuel Prices Nominal Northeast 8 31 2018.xlsx

    XLSX 429.96 KB

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    No Carbon Case Delivered Fuel Prices Real Northeast 8 31 2018.xlsx

    XLSX 436.28 KB

  • Document

    No Carbon Case Emission Prices Nominal Northeast 8 31 2018.xlsx

    XLSX 49.89 KB

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    No Carbon Case Emission Prices Real Northeast 8 31 2018.xlsx

    XLSX 49.86 KB

  • Document

    No Carbon Case Emissions Northeast 8 31 2018.xlsx

    XLSX 95.95 KB

  • Document

    No Carbon Case Load Forecast Northeast 8 31 2018.xlsx

    XLSX 2.60 MB

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    No Carbon Case Prices Sparks IHR Darks Nominal Northeast 8 31 2018.xlsx

    XLSX 6.41 MB

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    No Carbon Case Prices Sparks IHR Darks Real Northeast 8 31 2018.xlsx

    XLSX 8.15 MB

  • Document

    No Carbon Case Supply Demand Energy Northeast 8 31 2018.xlsx

    XLSX 809.40 KB

  • Document

    Will renewables lose momentum without carbon policy?—The Northeast 'No Federal Carbon' Case

    ZIP 18.23 MB

  • Document

    Executive summary

    PDF 677.02 KB

  • Document

    No Carbon Case Capacity Prices Northeast 8 31 2018.xlsx

    XLSX 255.27 KB

  • Document

    No Carbon Case Renewable Energy Credit Prices Northeast 8 31 2018.xlsx

    XLSX 974.15 KB

  • Document

    naprs no carbon case h1 2018 pr.pdf

    PDF 1.38 MB