Commodity Market Report

Renewables vs. Retirements: gas generation’s fight for market share

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02 October 2017

Renewables vs. Retirements: gas generation’s fight for market share

Report summary

The next two years look extremely strong for gas demand for the power sector. Declining Henry Hub prices coupled with new capacity and continued coal retirements will lead to strong growth gas burn. But, in the midterm growth stagnates and remains relatively flat through the mid-2020s, until a federal carbon policy restores growth to demand for gas fired generation.

Table of contents

  • Executive summary
    • What’s old is new again
  • Coal retirements
  • Nuclear
  • Renewables
    • Map of NERC Regions and ISO designations
  • Impact of no federal carbon price assumption

Tables and charts

This report includes 7 images and tables including:

  • Announced coal retirements since November 2016
  • Forecast North America generation balances
  • Henry Hub prices base case vs no carbon case.
  • Reductions in supply from the base case by area
  • Power demand base case vs. no carbon case
  • Regional prices base case vs no carbon
  • Gas-Fired generation: Image 2

What's included

This report contains:

  • Document

    NAGS LTO Demand Breakout H1 2017 No Carbon.xls

    XLS 1.64 MB

  • Document

    NAGS LTO Price Outlook H1 2017 No Carbon.xls

    XLS 778.00 KB

  • Document

    NAGS LTO Supply and Demand Balances H1 2017 No Carbon.xls

    XLS 354.00 KB

  • Document

    NAGS LTO Supply Breakout H1 2017 No Carbon.xls

    XLS 765.50 KB

  • Document

    Renewables vs. Retirements: gas generation’s fight for market share

    PDF 529.45 KB

  • Document

    Renewables vs. Retirements: gas generation’s fight for market share

    ZIP 1.67 MB

  • Document

    Executive summary

    PDF 105.29 KB

  • Document

    Carbon prices

    PDF 57.66 KB

  • Document

    Coal retirements

    PDF 95.90 KB

  • Document

    Nuclear

    PDF 55.36 KB

  • Document

    Renewables

    PDF 57.89 KB

  • Document

    Gas-Fired generation

    PDF 190.02 KB

  • Document

    Impact of no federal carbon price assumption

    PDF 207.55 KB