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Summary
Coming out of the COVID-19 pandemic, AI and data center growth radically transformed the landscape of nodal power markets in the US, drew new lines of value for wind and solar, and ignited a new boom for gas and batteries. How can investors effectively navigate the now fragmented and complicated terrain influencing the North American power market and capitalize on emerging opportunities?
Join us for an insightful webinar where we will introduce a new series of reports that leverage S&P Global's advanced
Power Evaluator analytical architecture to generate maps that aid investment screening, opportunity identification, and strategy formation for key power-generating and storage technologies. In this session, participants will:
Agenda:
- Overview of the Frontiers series and how it can be used to navigate the nodal landscape in the age of AI.
- Methodology – Integration of weather data, pricing dynamics, and operational patterns into comprehensive maps.
- Wind Frontiers: The new frontline of wind value
- Solar Frontiers: Three critical regions emerge
- Gas & Storage Frontiers: Turf war on the Permian
Example of a heat map that we will be exploring:
Average Diurnal Locational Marginal Prices by Node from June 1, 2024 - May 31, 2025
Speakers
S&P Global Energy
Tony Lenoir
S&P Global Energy
Associate Director, 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.
S&P Global Energy
Chad Singleton
Head of Analytics, Power & Renewables
Chad Singleton, associate director for the Financial & Capital Markets practice covering gas, power, and renewables at S&P Global Energy.
Chad has over 10 years of experience in north america power fundamentals and has served as both a regional lead covering the western interconnect as well as a topical lead covering clean resource adequacy, flexibility, resiliency, grid modernization, and asset valuations. He has authored whitepapers and presentations contextualizing the role of power and renewables in the 4th industrial revolution as well as external business environment influences on the sector. Chad has developed numerous proprietary models and tools concerning project economics, net cost analysis, nodal pricing, energy scarcity pricing, flexible resource adequacy, REC price forecasting, and RPS compliance.
Chad holds a BBA in Business Economics from the University of North Texas.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.