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Webinar Replays

Q3'21 U.S. Power Forecast: The Investment Crucible – How the Commodities Meltdown Reshapes Power Generation

Date:
Thursday, November 18, 2021
Location:
On-Demand
Duration:
60 minutes

Power markets, already overheated during the second quarter of 2021, went supernova in the third quarter joining the global surge in commodities. How does the higher price environment, potentially lasting several years, impact generation investment decisions?

To explore this question, we will discuss 'crucible' regions where technology options appear likely to compete head-to-head. These provide indications of how the market-moving events of this year could turn into investment moving events in the years ahead. 

Join S&P Global Market Intelligence's power forecast team to review market dynamics of the natural gas, solar, and storage segments from our latest Q3 findings.

  • How do investment dynamics change as the low-cost gas era ends in PJM and the Regional Greenhouse Gas Initiative expands?
  • Desert Southwest – Does the nation's newest premium power market create an opening for battery storage?
  • How much do higher fossil prices boost the economic case for solar investment?
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Moderator

S&P Global Contributor

Speaker

S&P Global Contributor
S&P Global Contributor
S&P Global Contributor
Has extensive knowledge of electric power markets as well as developments in upstream oil, natural gas, and coal industries domestically and internationally. Full Bio

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