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Summary
The energy transition broadly entails reduced investment in fossil generation and growing investment in zero-carbon generation and related technologies. However, if investment in fossil declines more quickly than investment in new generation sources can ramp up, supply squeezes could develop. Events of the last two years have renewed focus on regions of tightening generation that could be problematic as early as this summer.
Join us for an update on the market dynamics of fossil and green generation based off our Q4'22 power forecast release on S&P Capital IQ Pro. Topics include:
- Resource Adequacy primed for another serious test? Regions reviewed include CAISO/Southwest, ERCOT, and MISO
- Electricity storage:
- Projections of stationary capacity build
- Forecasts of storage operating profiles
- Recent trends in battery metals pricing
- Developments in state legislation and 2023 outlook
This webinar will be presented by S&P Global Commodity Insights research team. S&P Global Commodity Insights produces content for distribution on the S&P Capital IQ Pro platform, a product of S&P Global Market Intelligence.
Moderator
S&P Global Energy
Curt Ophaug-Johansen
S&P Global Energy
Director of Energy Product Management
Curt Ophaug-Johansen, Director of Energy Product Management with S&P Global Energy, has over 26 years’ experience in the energy information business services field.
Throughout his career, he has built a variety of information services products for FT Energy, Platts, SNL Energy, and S&P Global. These solutions span the coal, natural gas, power, and renewable energy sectors and provide essential industry insights. Curt specializes in the collection, standardization and analysis of complex financial and operational energy data. He graduated from the University of Colorado with a Bachelor of Science in Accounting and received an MBA in Integrated Marketing Strategy from Daniels College of Business at the University of Denver.
Speakers
S&P Global Market Intelligence
Steve Piper
S&P Global Market Intelligence
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
Mark Ferguson
S&P Global Energy
Director, Metals & Mining Research
Mark Ferguson is the Research Director for the Metals & Mining Research group at S&P Global Energy. Having worked for previous iterations of the division since 2004, he has extensive experience in producing exploration and supply-side studies and topical research for the mining sector.
Increasingly focused on energy transition-related needs pertinent to the metals & mining sector, the Research team tracks the industry’s upstream efforts while assessing demand and price expectations for key industrial and battery metals.
Mark holds a Bachelor of Science in Geology/Geography from Saint Mary’s University, and an MSc in Earth Sciences from Dalhousie University.
S&P Global Energy
Tanya Peevey, PhD
S&P Global Energy
Senior Principal Analyst, North America Power & Renewables Research
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
Monica Hlinka
S&P Global Energy
Senior Principal Analyst, North American Power and Renewables
Monica Hlinka is a Research Analyst with Regulatory Research Associates, a group within S&P Global Energy
Monica Hlinka is a Research Analyst with Regulatory Research Associates, a group within S&P Global Energy, where she spearheads the firm's state-level legislative and election coverage. In addition, she covers regulatory proceedings across the MidAtlantic and Great Plains states, from both an industry and regulatory perspective.
Event Support