Energy Market Commentary // Electric Generation

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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Who Wins if Nuclear Loses?

September 18, 2019 |
With the Democratic presidential primary continuing to pick up, energy policy has come into focus, bringing rarely discussed topics like nuclear power to the forefront. More left leaning candidates, like Bernie Sanders and Elizabeth Warren, have come out against...
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You’re Gonna Need A Bigger Battery

July 25, 2019 |
Last week, Berkeley and San Francisco made headlines as the California cities announced plans to ban new natural gas hookups as they work towards the state goal of 100% carbon-free energy by 2045. The new ordinances would require new...
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