Gas Power Plant Retirement Outlook
October 28, 2020
While coal retirements tend to capture all the headlines, natural gas retirements warrant attention in that as recently as 2018 over 8 GW of gas
Month: October 2020
Opal Natural Gas Prices Big Winter Premiums Coming?
October 22, 2020
Opal basis averaged a $0.29/MMBtu premium to Henry Hub last month. This is well above both the prior month and prior year average of ($0.09)/MMBtu
Winter is Coming: Will it be a boon to US Natural Gas Producers?
October 16, 2020
Winter is coming. Not the one from the end of Game of Thrones, but one that will play a key role in the outlook for
Southwest Solar Reducing Natural Gas Utilization
October 14, 2020
Natural gas-fired generation has received the bulk of the benefit from retiring coal generation. With coal retirements showing no signs of stopping, that pattern will
New Regional Lockdowns Risk to Crude Market Recovery
October 9, 2020
After reaching a trough in 2Q 2020, global oil demand has begun to rebound, and BTU and others model a steady recovery over the coming
Can Service Companies Make It to the Recovery?
October 6, 2020
Earnings season is just around the corner, which will likely include an update on company outlooks for service costs and a read through to industry
ERCOT Scarcity Pricing Adder Becoming Scarce or Getting Started?
October 1, 2020
One of the signature features of the ERCOT power market is that it is an energy-only market. Unlike markets like PJM where plants can be
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