Energy Market Commentary // Power

Summer Natural Gas Outlook – Shut-ins Ahead?

February 25, 2020 |
Over the last few years, natural gas production and demand growth have been increasingly segregated geographically. Production growth has occurred outside of the Gulf Coast, mainly in Appalachia and the Permian, while most demand growth has been driven by...
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Coal-to-Gas Switching 2020

January 30, 2020 |
The mild winter of 2019-2020 has seen lackluster storage withdrawals and a building storage surplus which will leave the US natural gas market long in summer 2020.  While LNG exports continue to put up solid year-over-year gains of an...
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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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