Energy Market Commentary // Coal

Coals’ Pain No Longer Gas’ Gain

October 31, 2019 |
Coal company bankruptcies have been a recurring theme in 2019. This was reinforced this week by the chapter 11 filing of Murray Energy, which is the US’s largest private coal mining company.  Over the last decade, low-cost shale gas...
Read more..

Winter Baseload Power Burn on the Rise

October 1, 2019 |
Summer power burn surged this year, buoyed by warmer-than-normal temperatures and historically low gas prices. While this summer burn was dramatic, it fits with a trend the market has been seeing since the beginning of the Shale Era: cheap...
Read more..

Coal Retirements and Renewables Face Off

April 10, 2019 |
Since 2008, coal plant retirements have totaled 81 GW across 696 units at 360 plants.  Those retirements were driven by a combination of factors including competition from natural gas and renewables, as well as federal emission regulation. Coal plant...
Read more..

Global Natural Gas Demand – The Bull Case

March 21, 2019 |
North American natural gas and LNG export bulls should be excited about the future.  Today’s Energy Market Commentary will review trends in global energy consumption and the potential impacts of  7.7 billion people on global natural gas demand.  Specifically,...
Read more..