Energy Market Commentary // Electric Generation

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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Snowed In: 2019 Hydro Outlook

March 19, 2019 |
Understandably, many of the headlines this winter have reported on the historic cold temperatures seen in the Upper Midwest and blizzard-like conditions from the recent bomb cyclone. If you’re not an avid skier or snowboarder, something that might have...
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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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Cap and Trade Works!…Or Does It?

February 12, 2019 |
Last week, climate change took center stage when the “Green New Deal” was promoted in Washington DC. The Green New Deal, though, is not the only new proposal on the table. Initiatives across the US are being proposed to...
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