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