Commodity Market Report

Pricing support for power markets: Southeast power and renewables November 2020 STO

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Overall demand has gradually been recovering, with the economy continuing to find ways to open up and more people going back to the office. However, the fall demand numbers do imply headwinds to overall recovery, as average daily demand in October declined 5%. Gas generation dropped in October, due to higher gas prices caused by early weather impacts. Still, despite the higher gas prices, we see more coal plants moving up their retirement dates, including in PJM, SERC and the WECC.

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  • Document

    North America power and renewables - Nov 2020 STO_PR.pdf

    PDF 1.14 MB

  • Document

    Short Term Outlook_Delivered_Fuel_Prices_Nominal_Southeast_11_10_2020.xlsx

    XLSX 76.26 KB

  • Document

    Short Term Outlook_Delivered_Fuel_Prices_Real_Southeast_11_10_2020.xlsx

    XLSX 76.70 KB

  • Document

    Short Term Outlook_Load_Forecast_Southeast_11_10_2020.xlsx

    XLSX 2.43 MB

  • Document

    Short Term Outlook_Prices_Sparks_IHR_Darks_Nominal_Southeast_11_10_2020.xlsx

    XLSX 791.40 KB

  • Document

    Short Term Outlook_Prices_Sparks_IHR_Darks_Real_Southeast_11_10_2020.xlsx

    XLSX 2.49 MB

  • Document

    Short Term Outlook_Short_Term_Fundamentals_Southeast_11_10_2020.xlsx

    XLSX 323.10 KB