Renewables Next Door: Coal Plants Feel the Pain
May 28, 2021
In 2020 coal generation accounted for 20% of the US’ overall generation mix. This was down from a third just five years earlier. While there
Month: May 2021
Will Waha Forward Premiums Come to Fruition This Summer?
May 25, 2021
The forward curve for Waha is currently trading at a premium to Henry Hub starting in July. Waha maintains a slight premium to Henry Hub
Will Recent E&P Capital Discipline Impede a Production Recovery?
May 20, 2021
At the end of 2020, many E&P companies vowed to maintain capital discipline when releasing their 2021 plans regardless of newfound commodity price strength. Producers
ERCOT Wind Curtailments: How Much and Where?
May 13, 2021
Our previous Energy Market Insight reviewed wind generation curtailments in ERCOT and how power prices respond to generation curtailment. In this Energy Market Insight, renewables
Potential Line 5 Shutdown Creates Opportunities Further South
May 11, 2021
Environmentalists and other groups have been fighting for years to limit the buildout of pipeline infrastructure in the US. The cancellation of Keystone XL and
ERCOT Wind Curtailments: Finding Opportunity for Crypto Mining?
May 6, 2021
As cryptocurrencies continue to gain traction, an increasingly growing obstacle to crypto mining (the process by which additional coins are created) is the amount of
Rising Henry Hub Prices to Send Coal Generation Higher?
May 4, 2021
In last week’s Energy Market Insight, BTU Analytics highlighted that early summer fundamentals point to strong US LNG demand this summer, a sharp contrast from
