Insight
Renewables vs. Retirements: gas generation’s fight for market share
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
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
- 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
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Gas-fired generation
- Map of NERC Regions and ISO designations
- Impact of no federal carbon price assumption
Tables and charts
This report includes the following images and tables:
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Announced coal retirements since November 2016Forecast North America generation balancesHenry Hub prices base case vs no carbon case.
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Reductions in supply from the base case by areaPower demand base case vs. no carbon caseRegional prices base case vs no carbonRenewables vs. Retirements: gas generation’s fight for market share: Image 3
What's included
This report contains:
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