Energy Market Commentary // solar

You’re Gonna Need A Bigger Battery

July 25, 2019 | Connor McLean

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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Can Focus on Solar Displace Florida Coal?

May 20, 2019 | Connor McLean

Earlier this month, BTU Analytics looked at the rise of natural gas in Florida at the expense of coal. Now, utilities are beginning the development of a new wave of infrastructure focused on solar and batteries. With coal generation...
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A Bright Future for Solar in the Sunshine State?

May 3, 2019 | Hamp Smith

Back in March of 2019, Florida Power & Light (FP&L), a subsidiary of NextEra Energy, announced the largest planned battery installation in the world. The 409 MW/900 MWh battery addition will be located at Manatee County, Florida and operational...
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Batteries Powering Down Natural Gas Generation?

January 17, 2019 | Andrew Bradford

Entering 2019, a common question of clients has become what will be the impact of new low-cost, high-output, utility-scale lithium batteries be on the natural gas market. The impact of batteries to the generation market could be meaningful. When...
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Renewable Electricity Generation Gaining Market Share

December 6, 2018 | Tony Scott

As 2018 nears a close, natural gas prices are hovering around $4.50/MMbtu for January 2019. Record heat during the summer of 2018 combined with a record cold November has left storage well below normal, driving natural gas prices higher....
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The Great Renewables Divide

September 25, 2018 | Matthew Hoza

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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Is Renewables Pain Offsetting US Gas Export Gains?

September 22, 2017 | Andrew Bradford

As U.S. gas-focused E&Ps have become more efficient, they have also needed new markets for the gas they produce. And the good news for those producers is that natural gas demand in the U.S. has grown from 65 Bcf/d...
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