Energy Market Commentary // Electric Generation

New York Electricity Goals Achievable?

December 10, 2019 |
Earlier this year, the New York State Senate passed the Climate Leadership and Community Protection Act, which outlines strict goals for New York State’s electricity mix and emissions by 2050. The bill essentially attempts to make carbon-emitting sources of...
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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...
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LNG Exports Slowing Oil Power Generation Demand?

October 24, 2019 |
Last month, BTU Analytics explored the ramifications of increased global LNG demand, specifically from new agreements in Vietnam and Pakistan. Both nations consume oil for power generation and will use additional imported LNG to meet growing power demand and...
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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...
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