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Commodity Market Report

Power prices take a step back after a volatile 2022: Southeast power and renewables October 2022 short-term outlook

Rising commodity prices combined with coal supply issues have driven up energy prices through most of 2022.

Commodity Market Report

A change in the political winds: Mexico power and renewables long-term outlook H2 2018

Debottlenecking of the pipeline system will allow low-cost US gas to penetrate as power prices will fall into line with gas generation.

Commodity Market Report

Hopes of a return to “normal” winter erased: Southeast power and renewables January 2020 short-term outlook

Henry Hub moved below $2 in January as hopes of a return to normal winter fades.

Commodity Market Report

Summer arrives as pandemic lingers: North America power and renewables June 2020 short-term outlook

Daily demand in May declined 7.4% compared to the same time last year and 11.5% compared to 2018, due to the continuing pandemic impact.

Commodity Market Report

Will COVID-19 disrupt gas and power markets?: ERCOT power and renewables February 2020 short-term outlook

COVID-19 itself has not yet directly impacted US power demand, as demand has stayed nearly the same compared to same time last year.

Commodity Market Report

Will COVID-19 disrupt gas and power markets?: Southeast power and renewables February 2020 short-term outlook

COVID-19 itself has not yet directly impacted US power demand, as demand has stayed nearly the same compared to same time last year.

Commodity Market Report

Will renewables lose momentum without carbon policy?—The Midwest 'No Federal Carbon' Case

Wood Mackenzie's 'No Federal Carbon case' has significant impact to power pricing/generator dispatch and new build economics.

Commodity Market Report

Coronavirus will disrupt Northeast power markets for at least 18 months: Northeast power and renewables March 2020 STO

The direct impact to the US economy and power markets from the coronavirus has become increasingly dramatic over the past month

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