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Summary
Rising capital and operating costs are reshaping the competitive landscape across the power sector. As economic hurdles increase for lower-utilization resources such as wind, battery storage, and, increasingly, solar generation, natural gas continues to benefit from its abundance, flexibility, and cost advantages in the U.S. market. How long can gas maintain its competitive edge?
Join the Q2 2026 Power Forecast webinar as our experts examine the latest market developments, forecast updates, and their implications for long-term generation economics and resource competition. Topics to be covered include:
- Gas generation growth and the investment conundrum
- Evolution of capacity accreditation
- Following the gas wave – read-through to the interconnection queues
Speakers
S&P Global Energy
Steve Piper
Director, North American Power and Renewables
Steve Piper is Director of Energy Research with S&P Global Market Intelligence. He has been with the company since 2009. Steve specializes in market price forecasting, economic feasibility assessment, demand forecasting and environmental analysis. Steve manages strategic research and forecasting for SNL Energy’s clients in the utilities, natural gas and coal industries.
Prior to his role at S&P Market Intelligence, Steve held positions at Platts, RDI and RCG/HaglerBailly.
Steve earned a Bachelor of Arts from Grinnell College and an Master in Project Management from the School of Public Affairs at University of Maryland-College Park.
S&P Global Energy
Katherine Nelson, PhD
Principal Analyst, North American Power and Renewables
Katherine (McCaffrey) Nelson, PhD is a Senior Research Analyst with the S&P Global Energy Energy Research team, creating the Market Intelligence Power Forecast for CapIQ Pro. She is the forecast product lead, contributing market knowledge and data analytics skills to automating, producing and visualizing the forecast product. Dr. Nelson brings to the team 5 years as a research scientist in wind energy meteorology at the National Oceanic and Atmospheric Administration. She holds a BA in Applied Mathematics from the University of St Thomas (MN) and a PhD in Atmospheric and Oceanic Sciences from the University of Colorado Boulder.
S&P Global Energy
Adam Wilson
Principal Analyst, North American Power and Renewables
He has worked in renewable energy for over ten years, specializing in wind, solar, and energy storage research. Before joining S&P Global, Adam worked at Navigant and the National Renewable Energy Laboratory conducting research and analysis on wind energy and distributed generation. Adam holds a BS in Meteorology from the University of Nebraska-Lincoln and an MS in Mechanical Engineering from the University of Colorado-Denver.
Moderator
S&P Global Energy
Arsalan Gul
Product Manager, Energy
Arsalan Gul is a Product Manager within S&P Global Commodities Insights. He has been with the company since 2015. Arsalan has been supporting the energy product within CapIQ pro, helping with client queries and building energy transition financial models. As a product manager, he works on developing the energy product roadmap and building enhancements for new markets.
Arsalan received MSc. Finance & Business Economics from Manchester Business School.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.