With respect to your first point, I am well aware of the higher thermal efficiency of the new SCPCs and USCPCs; whether Bloomberg or Citi took them into account is not clear, as their reports tend to be opaque on assumptions. That said, if the plants' actual efficiencies are higher than assumed, this would tend to INCREASE rather than DECREASE the reports' estimated amount of coal TWh -- although, as you properly note, less coal and CO2 per TWh would result. The offsetting factors could be a wash and, as you say, it hardly matters, as the CO2 levels are so high in either case.
I disagree with your second statement that CCS is not commercially in play. Large, integrated CCS projects began in the United States in the 1970 and 1980s at industrial facilities where CO2 was sold for enhanced oil recovery (EOR). These facilities still operate, capturing between 1 million and 5 million tons of CO2 each year, depending on the plant. From this beginning at industrial facilities, CCS has migrated to power plants where it can reduce CO2 emissions by greater than 90%. Plant Barry in Alabama is already capturing and storing its carbon in a demonstration project. SaskPower is adding CCS technology to an existing pulverized coal plant at Boundary Dam that will capture 90% of its emissions (1 million tons/year) for EOR and deep saline storage. Start up of the CCS plant will begin later this year and be fully operational in the spring of 2014. Southern Company's 582 MW Plant Radcliffe in Kemper County, Mississippi is set to open early next year and will capture 65% of its emissions and store them deep underground. Outside Odessa, Texas, Summit Power's Texas Clean Energy Project (TCEP) is expected to break ground later this year, and will turn coal into base load power, fertilizer and capture 90% of its CO2 emissions and pipeline them down the road to depleted oil fields for enhanced oil recovery (EOR), with the CO2 remaining permanently underground. So to say "all [CCS] projects have stopped" is incorrect.
I have admired your writing on advanced nuclear, and hope you will be a little more careful when you address this companion carbon mitigation option.