EVA’s Quarterly Environmental Report provides a concise but comprehensive review of developments across U.S. environmental markets and power sector regulations, covering allowance price dynamics, emissions compliance trends, and the retire-versus-retrofit decisions shaping the domestic coal fleet. Each issue pairs market narrative with EVA’s forward price forecasts and a complete data file for client use.
Each report includes:
- CSAPR market update: State-by-state emissions and allowance balances, price trends, and recent regulatory developments across all four CSAPR markets (NOx Ozone Season Groups 2 and 2E, NOx Annual, SO2 Group 1, and SO2 Group 2), including structural surplus and deficit analysis through the compliance horizon.
- CO2 emissions market coverage: Detailed profiles of RGGI and the Western Climate Initiative (WCI) cap-and-trade program, including emissions trajectories, allowance balances, auction results, offset issuance, and program developments affecting near- and long-term price outlooks.
- Environmental regulations update: Tracking of state and federal regulatory actions affecting the U.S. power sector across air quality, water, and solid waste rules, including EPA rulemakings, legal challenges, and compliance deadlines relevant to coal and gas generators.
- Environmental project list: A complete inventory of utility retire-versus-retrofit decisions, environmental control projects in development (with status, estimated cost, and expected online date), and unit-level fuel-switching projects.
- Allowance price forecast: A multi-year quarterly price forecast covering CSAPR NOx and SO2 markets, RGGI, WCI, and Washington’s cap-and-invest program, presented in nominal dollars per ton.
All data presented in the report is available in an accompanying Excel file.
