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

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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.

What's included

This report contains

  • Document

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

    PDF 520.31 KB

Table of contents

  • Carbon prices – what’s old is new again
  • Coal retirements – more coal plants expected to make it to the end of their useful life
  • 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:

Images

  • 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
  • Renewables vs. Retirements: gas generation’s fight for market share: Image 3

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