Commodity Market Report

Hopes of a return to “normal” winter erased: Northeast power and renewables January 2020 short-term outlook

Get this report*


You can pay by card or invoice

For details on how your data is used and stored, see our Privacy Notice.

- FAQs about online orders
- Find out more about subscriptions

*Please note that this report only includes an Excel data file if this is indicated in "What's included" below

Henry Hub moved below $2 in January as hopes of a return to normal winter fades – It’s the lowest prices since spring 2016 and lowest during January since 1999. With gas prices sub $2/mmbtu, it shows the displacement of coal by gas all the way into MISO Central/North and SPP. In PJM, gas and coal have swapped 15 GW in 5 years. The amazing ‘structural’ shift in PJM has shown the gas curve moving vertically up and coal vertically down due to more CCGT getting built and more coal getting retired.

Table of contents

  • No table of contents specified

Tables and charts

No table or charts specified

What's included

This report contains:

  • Document

    Hopes of a return to normal winter erased January 2020 short-term outlook_pr.pdf

    PDF 889.05 KB

  • Document

    Base Case_Delivered_Fuel_Prices_Nominal_Northeast_1_31_2020.xlsx

    XLSX 78.08 KB

  • Document

    Base Case_Delivered_Fuel_Prices_Real_Northeast_1_31_2020.xlsx

    XLSX 72.61 KB

  • Document

    Base Case_Load_Forecast_Northeast_1_31_2020.xlsx

    XLSX 2.44 MB

  • Document

    Base Case_Prices_Sparks_IHR_Darks_Nominal_Northeast_1_31_2020.xlsx

    XLSX 846.92 KB

  • Document

    Base Case_Prices_Sparks_IHR_Darks_Real_Northeast_1_31_2020.xlsx

    XLSX 2.55 MB

  • Document

    Base Case_Short_Term_Fundamentals_Northeast_1_31_2020.xlsx

    XLSX 252.37 KB