COAL FIRED GENERATION - UP IN SMOKE OR SAFE FOR NOW?
This report explores, and to our best ability, quantifies the negative impact on coal demand from the announced retirements of coal fired
generating stations, from renewable energy sources, from natgas competition, and from coal fired power plants that are at risk of being retired. We also quantify the
offsetting positive impact on coal demand from new coal fired generation stations that have come into service since 2009, as well as from power stations that will
come into service by the end of 2012. In addition, coal demand from the power sector will face competition from renewable energy, natgas and increasingly restrictive
environmental regulations.
More than 938 mm tons of coal was consumed by U.S. utilities in 2009 (87% of US coal production) so understanding this important demand driver is paramount to
understanding how the coal sector will fare in the coming decade. The most important factor influencing this driver is how much of the existing coal fired generation fleet
will be retired in the coming years.
Analysis: In order to properly evaluate the future coal demand from the power sector, we assessed the following inputs:
- Announced Coal Plant Retirements
- ‘At Risk’ Coal Units
- New Coal Generation
- Natgas Displacement
- Competition from Renewable Fuel Sources
- Net Change in Annual Demand
- Pending EPA Regulations
Also available to purchase is a sortable, extensive database of all the U.S. coal fired power units that includes location, owner, plant name, capacity, type of coal burned,
age, and pollution control equipment. The database also includes: 1) a list of all units that DTC has determined are at risk of being retired over the next 10 years; and 2)
a comprehensive list of all units that are announced to be retired.
Purchase the report for $465
Purchase the database for $775
Purchase both the report and the database for $975
(DTC Clients receive a 20% discount, click here)
EPA & THE VALLEY FILL ISSUE - IMPLICATIONS FOR THE US COAL SECTOR
This is a special report penned by Steve Doyle analyzing the ins-and-outs of the EPA's announcement on April 1st, which clarifies its position and future strategy on valley
fill permits. The announcement could have serious supply implications as it impacts more than 50 mm tons of annual production mined by public coal companies.
Inside, you will find:
- Overview of Valley Fill Issue
- Ticker-by-Ticker Impact:
- DTC Editorial Commentary
If you are interested in receiving a copy of this valuable report, please call (646.840.1300) or
email Ted O'Brien.
