Commodity Market Report

The post-coronavirus recovery: Southeast power and renewables April 2021 STO

Get this report*

$2,000

You can pay by card or invoice

For details on how your data is used and stored, see our Privacy Notice.
 

- FAQs about online orders
- Find out more about subscriptions

*Please note that this report only includes an Excel data file if this is indicated in "What's included" below

Power markets are generally seeing a continuing return to normal as they shake off the lingering impacts from last year: - Average daily demand in April was 5% higher than the same time last year. Cumulative average daily demand between January and April for 2021 has returned to pre-pandemic levels. - While still facing increasing amounts of coal retirement announcements, or announcements that plants will be retired sooner (one recent IRP called for an additional 4.6 GW), coal generation looks to recover from 2020 levels, aided by this year’s winter weather, higher gas prices, and the improving demand outlook. For natural gas, overall we see generation staying flat or somewhat lower than last year, due to the higher prices. - Finally, new renewable additions continue to boom, with particular concentrations in ERCOT, WECC, MISO and SPP. We expect close to 41.5 GW solar, wind and battery storage coming online in the next three years.

Table of contents

  • A step-by-step recovery

Tables and charts

No table or charts specified

What's included

This report contains:

  • Document

    Short Term Outlook Delivered Fuel Prices Nominal Southeast 4 24 2021.xlsx

    XLSX 97.48 KB

  • Document

    Short Term Outlook Delivered Fuel Prices Real Southeast 4 24 2021.xlsx

    XLSX 132.74 KB

  • Document

    Short Term Outlook Load Forecast Southeast 4 24 2021.xlsx

    XLSX 180.87 KB

  • Document

    Short Term Outlook Prices Sparks IHR Darks Nominal Southeast 4 24 2021.xlsx

    XLSX 1004.68 KB

  • Document

    Short Term Outlook Prices Sparks IHR Darks Real Southeast 4 24 2021.xlsx

    XLSX 2.53 MB

  • Document

    Short Term Outlook Short Term Fundamentals Southeast 4 24 2021.xlsx

    XLSX 317.20 KB

  • Document

    North America power and renewables - April 2021 STO_v2_PR.pdf

    PDF 1.17 MB