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Summary
In the wake of an easing global energy crisis, US natural gas and coal prices have fallen to pre-pandemic levels. Combined with greater premiums on reliability, a more competitive gas and coal generation fleet could mean higher valuations, fewer retirements, and increased market share. Is it enough to turn the tide of advancing renewable generation?
Join our experts as they provide a market update of US fossil and green power generation from our latest Q2'23 power forecast release.
- Could lower natural gas and coal prices blunt the energy transition?
- The Inflation Reduction Act one year later – a sea change?
- Sizing up interconnection queues – review of recent trends
Speakers
S&P Global Commodity Insights
Steve Piper
S&P Global Commodity Insights
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.
Katherine Nelsonn, PhD
Senior Analyst Energy Research
Katherine (McCaffrey) Nelson, PhD is a Senior Research Analyst with the S&P Global Commodity Insights Energy Research team, creating the Market Intelligence Power Forecast for CapIQ Pro.
Katherine (McCaffrey) Nelson, PhD is a Senior Research Analyst with the S&P Global Commodity Insights 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 Commodity Insights
Tony Lenoir
S&P Global Commodity Insights
Senior Research Analyst, Renewable Energy
Tony Lenoir is an analyst with the S&P Global Commodity Insights 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.
Moderator
S&P Global Commodity Insights
David Harley
S&P Global Commodity Insights
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.
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