US Power Forecast Q3'22: Decarbonization unleashed - Implications of IRA for electric sector investment
Date:
Thursday, November 17, 2022
Location:
On-Demand
Duration:
60 minutes
With fuel prices to fossil generators likely remain at high levels over the next few years, our S&P Capital IQ Pro Power Forecast findings have flagged significant momentum for green energy investment. Furthermore, the enactment of the Inflation Reduction Act (IRA) will dramatically lower the grid cost of additional zero-carbon generation accelerating its adoption well beyond prior forecasts. The provisions of the IRA represent a dramatic tilt in the direction of carbon-free generation. Growth of the renewable energy segment, already expected to be significant, will expand even further under the tax credits available through the IRA, pushing the electric sector closer to full decarbonization. What does this imply for the future of fossil generation?
Join our analysts as we update the market dynamics of fossil and green generation from our Q3 2022 power forecast release.
Key assessments and assumptions in modelling the impact of the IRA on future capacity expansion
Fossil market share under the IRA and future value drivers
Evolution of green energy's corresponding market share
Karishma BhimaniProduct Manager, Commodities, S&P Global Commodity Insights
Karishma Bhimani Mistry is an Energy Product Manager within S&P Commodity Insights. Full Bio
Karishma Bhimani Mistry is an Energy Product Manager within S&P Commodity Insights. Her primary focus is leading the Global Power Plants expansion project, and overseeing the development and growth of the European Energy offerings. Minimize
Speakers
S&P Global Contributor
Steve PiperDirector of Energy Research, S&P Global Commodity Insights
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. 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
S&P Global Contributor
Katherine Nelsonn, PhDSenior Analyst Energy Research, S&P Global Commodity Insights
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
Adam WilsonSenior Analyst Energy Research, S&P Global Commodity Insights
Adam Wilson is an analyst with the Regulatory Research team at S&P Global Market Intelligence specializing in U.S. renewable energy policy and analysis. Full Bio
Adam Wilson is an analyst with the Regulatory Research team at S&P Global Market Intelligence specializing in U.S. renewable energy policy and analysis. He has worked in renewable energy for over five years, specializing in wind, solar, and energy storage research. Prior to joining S&P Global, Adam worked at Navigant and the National Renewable Energy Laboratory conducting research and analysis on wind energy and distributed generation. Adam holds a BS in Meteorology from the University of Nebraska-Lincoln and an MS in Mechanical Engineering from the University of Colorado-Denver. Minimize
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