Energy Market Commentary // Coal

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...
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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,...
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Coal to Gas Switching 2019

February 28, 2019 |
Despite a cold start to winter, natural gas prices have plummeted to $2.66/MMbtu in February. The rapid decline followed record breaking natural gas production and a warm December and January. As a result, coal to gas switching should be...
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The Great Renewables Divide

September 25, 2018 |
Coal-fired power generation is on the decline. Hard to argue with that. The EIA recently published an article pointing out that coal generation is still the most predominant form of generation in 18 states. While this is true, coal’s...
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