Shrinking coal stockpiles and gas storage are a growing quandary for utilities
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
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 the following images and tables:
- 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:
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