TVA Board Meeting - FY24 Financial plan and budget- Reso-Memo
Coal Services Overview and Strategy (2/3)
Risks Coal is firmly a global commodity and availability/price will be heavily influenced by geopolitical risk, international supply and demand drivers, and other domestic influences which impact price volatility Manage commercial transactions to reduce price volatility and support fuel resiliency efforts • Coal-fired generation will continue to be dispatched over other sources of generation as base load assets • Additional storage flexibility will be required to mitigate potential supply chain disruptions and/or supplement inventories as TVA’s coal generation decreases • Reduced number of mines/sources due to decrease in U.S. coal burn will increase complexity of finding and providing coals with quality specifications/characteristics required to run TVA's units • Manage adjustments to fuel supply chain required as the result of unit availability and run profiles change • Significantly higher-than-forecasted burn will likely stress plant inventories, which may be further strained by Cross- StateAir Pollution Rule restrictions and volatility of natural gas prices
TVA Restricted Information - Deliberative and Pre-Decisional Privileged
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