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?
Ian CampbellAssociate Director, Product Management, Energy, S&P Global Commodity Insights
Speaker
S&P Global Contributor
Katherine McCaffreyResearch Analyst, Energy, S&P Global Market Intelligence
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 Full Bio
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. Minimize
S&P Global Contributor
Kristin Larson, PhDPrincipal Analyst Energy Research, S&P Global Commodity Insights
S&P Global Contributor
Steve PiperDirector, Energy Research, S&P Global Commodity Insights
Steve Piper is Director of Energy Research with S&P Global Market Intelligence. Full Bio
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. Minimize
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