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Summary
As anticipated demand growth generates favorable conditions for natural gas generation, it is essential to recognize that investments in new generation technologies still entail considerable risks. Rising demand typically benefits all types of generation, making it improbable that advantages will be disproportionately realized by the gas sector. For instance, the recent uptick in natural gas prices has created a favorable environment for competitive renewable generation, which already benefits from substantial federal and state policy support. Furthermore, declining costs in solar and energy storage technologies signal the potential for significant economic competition among these asset classes. Investments characterized by high and volatile costs, such as offshore wind, have recently demonstrated the associated risks. Analysts from the Market Intelligence Power Forecast will delve deeper into these trends.
- Cross-Currents in Natural Gas Generation: How Quickly Could Tailwinds Transform into Headwinds?
- Review of the state-of-play in natural gas markets
- Forecast of near- and long-term generation shares
- Cross-Currents in Renewable Generation: Assessing the Impact of a Federal Halt to Offshore Wind Development
- Assessment of available generation resources to replace offshore wind
- Exploration of whether natural gas would absorb a significant portion of foregone offshore wind generation
- Factors Driving Recent Tailwinds for Nuclear Power
- Investigating the increasing interest from major technology companies in nuclear energy
- Evaluating the potential for Small Modular Reactors in the current landscape
Moderator
S&P Global Energy
David Harley
S&P Global Energy
Associate Director of Product Management, Energy
David Harley is an Associate Director of Product Management with S&P Global Market Intelligence. He has been with the company since 2018 and currently leads the Energy & Commodities product strategy for the Capital IQ Pro platform. David specializes in scaled agile product delivery, cross-functional alignment, go-to-market execution, and user-centric product design for the Energy product offering. He manages a team of product managers and drives the strategic roadmap for the Commodities portfolio, focusing on growth, customer value, and operational efficiency.
Prior to his role at S&P Global Market Intelligence, David held product leadership positions at Engine and Avant, where he led agile transformations, launched high-impact products, and scaled growth-focused development teams.
David earned a Bachelor of Business Administration in Finance and Marketing, with a minor in Business Information Systems, from Ohio University.
Speakers
S&P Global Energy
Steve Piper
S&P Global
Director of Energy Research
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
Tanya Peevey, PhD
S&P Global Energy
Senior Principal Analyst, North American Power and Renewables
Tanya Peevey is an analyst with the Power Forecast team at S&P Global Energy creating content for the Cap IQ Pro client facing website, specifically the 20-year power forecast of next-day energy prices and articles with insights on energy markets. Prior to joining S&P Global, Tanya worked 8-years at the National Oceanic and Atmospheric Administration as a research analyst, evaluating the performance of global and regional weather forecasts for the National Centers for Environmental Prediction and the Federal Aviation Administration. Tanya holds a BS in Physics from the University of Texas-Dallas and a Masters and PhD in Atmospheric and Oceanic Science from the University of Colorado-Boulder.
S&P Global Energy
Tony Lenoir
S&P Global Energy
Senior Analyst, Energy Research
Tony Lenoir is an analyst with the S&P Global Energy Energy Research team.
Specializing in the US renewables space, he has published research on the expansion of solar and wind energy and also of battery storage; the REC market; and energy communities as defined by the Inflation Reduction Act, among other topics.
Tony holds an MBA with a specialization in international finance from the Middlebury Institute of International Studies at Monterey.
Questions?
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