Insight
Renewables vs. Retirements: gas generation’s fight for market share
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
-
Gas-fired generation
- 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:
- 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
What's included
This report contains:
Other reports you may be interested in
Commodity Market Report
North America gas short-term outlook: Henry Hub generates support while Waha falls into an abyss
Can prices rebound to $3/mmbtu by the start of winter?
$2,000
Market Report
US residential solar finance update: H1 2024
This bi-annual report delves into the state of residential solar consumer finance in the US.
$5,990
Market Report
Europe levelised cost of electricity (LCOE) 2023
This report provides an analysis and outlook to 2050 for power technology and generation cost trends in Europe.
$5,990
