Brattle Group：2023美国燃煤发电回顾报告（英文版）（45页）.pdf

1、 A Review of Coal-Fired Electricity Generation in the U.S.PREPARED BY Metin Celebi,Ph.D.Long Lam,Ph.D.Jadon Grove Natalie Northrup PREPARED FOR The Center for Applied Environmental Law and Policy A Review of Coal-Fired Electricity Generation in the U.S.B|i NOTICE This report was prepared for The Cen

2、ter for Applied Environmental Law and Policy,in accordance with The Brattle Groups engagement terms,and is intended to be read and used as a whole and not in parts.The report reflects the analyses and opinions of the authors and does not necessarily reflect those of The Brattle Groups clients or oth

3、er consultants.There are no third-party beneficiaries with respect to this report,and The Brattle Group does not accept any liability to any third party in respect of the contents of this report or any actions taken or decisions made as a consequence of the information set forth herein.2023 The Brat

4、tle Group A Review of Coal-Fired Electricity Generation in the U.S.B|ii TABLE OF CONTENTS Executive Summary.1 Introduction/Overview.2 Evolution of Market Fundamentals and Federal/State Policy.7 A.Low(And Expectation of Low)Natural Gas Prices.9 B.Significant Progress in Renewable Energy and Storage T

5、echnologies.12 C.Low Load Growth in the Last 10 Years Versus Likely Higher Load Growth Expectations Now Due to Electrification.16 D.Aging Coal Fleet and Higher Operating Costs.18 E.State and Federal Policy.21 Findings are Broadly Consistent with Analyses and Statements from Key Stakeholders.25 A.Inv

6、estor-Owned Utilities.27 1.DTE.27 2.LG&E and KU.29 3.Minnesota Power.31 4.PacifiCorp.33 B.Cooperatives.35 1.Tri-State Generation and Transmission.35 2.Basin Electric Power Cooperative.37 C.Independent Power Producers.38 1.Vistra.38 2.NRG Energy.41 A Review of Coal-Fired Electricity Generation in the