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Coal reports
US coal retirements put natural gas to the test
Economic gas-to-coal displacement has historically provided a powerful balancing mechanism during the summer injection seasons for North American g...
US coal utility stockpiles in 2020: What is the max?
Demand from US coal-fired EGUs has again collapsed as natural gas prices have fallen to multi-year lows. Stockpiles at coal-fired EGUs have grown a...
US coal versus natural gas competition 2020 - 2022
The warmer than normal winter has resulted in Henry Hub natural gas prices falling below US$2/mmbtu. At these price levels, only select coal-fired ...
US coal versus natural gas competition 2020 – 2023
The direct and indirect effects of the coronavirus pandemic resulted in significant demand loss for coal generation. Annual coal generation will fa...
US Election implications for coal
Joe Biden will be the next President. He has promised an aggressive approach to dealing with climate change which will almost certainly have seriou...
US Election: Green New Deal 2.0
The outcome of the 2020 US general elections will dictate the pace of decarbonization for decades. Democratic presidential candidate Joe Biden is p...
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