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Shrinking coal stockpiles and gas storage are a growing quandary for utilities

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20 September 2021

Shrinking coal stockpiles and gas storage are a growing quandary for utilities

Report summary

Facing tight supply in both the coal and gas markets, utilities may find themselves challenged to meet US electricity demand in coming months. The natural gas vs coal elasticity curve has flattened. Switching to coal from gas is increasingly limited as coal stockpiles run low. With supply no longer able to support substantial growth and with demand levers also limited, the upcoming winter stands in a perilous position.

Table of contents

  • Coal supply and demand imbalance
  • Winter dependency on stockpiles
  • Tight supply in gas markets as well
  • Gas burn becoming more inelastic
  • What other demand price levers exists?
  • Gas storage racing against time

Tables and charts

This report includes 7 images and tables including:

  • Coal-fired generation
  • Apparent production capacity
  • US quarterly coal production and productivity
  • US coal stockpiles
  • Henry Hub versus TTF gas price futures settlement since the start of summer 2021
  • Elasticity of daily gas burn to Henry Hub gas prices start to flatten beyond $3.50/mmbtu
  • US L48 gas storage versus Henry Hub gas prices

What's included

This report contains:

  • Document

    Shrinking coal stockpiles and gas storage are a growing quandary for utilities

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