Customer Logins

Obtain the data you need to make the most informed decisions by accessing our extensive portfolio of information, analytics, and expertise. Sign in to the product or service center of your choice.

Customer Logins

North American Energy Forecasts, Strategic Analysis & Insights by Fuel


This service delivers an integrated view of power, gas, coal and renewables in North America. Find US and Canadian energy market fundamentals and growth forecasts, capital costs, competitive benchmarking, long-term strategic analysis, and topical insights into the North American power grid, natural gas fundamentals, power generation infrastructure, regulation, technology and much more.

Key benefits:

  • Support your strategic planning and investment processes
  • Anticipate shifts in policy, regulation, technology and markets
  • Gain a long-term views of regional energy markets

What’s Included

North American Power

Learn more about Blockchain and the Power industry

  • Comprehensive power outlook to 2040 for six regions, with primers on 21 power markets, each with its own report and one single overview report. Concepts covered include:
    • Underlying economic indicators
    • Power demand
    • New supply cost characteristics
    • Generating capacity retirements and additions
    • Average capacity factor of generation supply across fuels/technologies
    • Fossil fuel prices at relevant delivery points
    • Emission allowance prices
    • Wholesale power prices
    • Spark and dark spreads
    • Implied heat rates
    • Capacity values
  • Updated outlook on wholesale power prices, spreads and implied heat rates reflecting the latest fossil fuel price outlooks
  • Announced coal plant retirements, pollution control retrofit projects and conventional power plant transactions
  • Outlook to 2025 for all elements of power plant capital costs, including equipment, steel, engineering and procurement, electrical cabling, construction labor, and other construction and civil engineering costs
  • Recent trends report, including a near-term update to the cost trend forecast


California power capacity additions by energy type, forecast to 2023

North American Gas

Learn more about US LNG exports

  • Report on short-term (3 years) market drivers and trends, including data set:
    • Forecasts for natural gas monthly prices (Henry Hub and 33 key pricing points)
    • Storage inventories
    • Supply/demand balances
  • Individual regional market reports with data sets and supply/demand balances
  • Two-week outlook for US lower-48 storage injections and withdrawals, with analysis of impact on natural gas prices
  • List of newly announced pipeline expansion projects in the US Lower 48 and Canada, including:
    • Estimated capital costs
    • Project scope (e.g., additional pipeline and/or compression)
    • Project flow paths by region, state, and county
    • Project announced in-service date and status
  • Report on long-term (to 2050) market drivers and trends, including data set:
    • Monthly forecasts for natural gas monthly prices (Henry Hub and 33 key pricing points)
    • Monthly storage inventories
    • Monthly supply/demand balances
    • Monthly demand by sector for residential, commercial, industrial, power, and transportation.
    • Play-level production and break-even prices


Click to enlarge

Break-even price at Henry Hub

North American Coal
  • Strategic reports/market briefings on the North American steam coal market
  • Industry-best supply/demand balance sheet, broken out nationally and on a basin-by-basin basis, with monthly and annual numbers, covering:
    • Thermal and met coal production
    • Thermal and met coal exports by port
    • Thermal imports
    • Utility and industrial demand
    • Stockpile outlook for each basin
  • Five-year outlook for US steam coal spot prices, historical US and international steam coal spot market prices, and average prices for coal delivered to US power plants
  • Quarterly review of supply and demand in key coal markets in North and South America
  • Quarterly review of short-term supply/demand forecasts for major importing and exporting countries


US thermal coal exports by destination, 2010-2018

North American Renewables

Learn more about Batteries and Renewables

  • Quarterly updates:
    • Renewable policy developments
    • Offtake contracts
    • M&A transactions
    • Development activity
    • Regional REC supply/demand balances
    • 10-year outlooks
  • State-level build projections through 2030 for wind, solar, biomass, geothermal, small hydro and ocean energy markets
  • Technology cost outlooks through 2030 for wind, utility, distributed solar PV and battery storage technologies
  • Project-by-project breakdown of the top wind and solar asset owners and their recent activity
  • Analysis following key market activity, policy developments, contract announcements, M&A, and competitive activity
  • Annual review of M&A activity and trends by technologies and owners


California offtake contracts, 2013-2016

North American Scenarios
  • Comprehensive modeling results to 2050 for North American power and natural gas markets across three distinct scenarios (Rivalry, Autonomy, Vertigo), with regional and national market fundamentals and data tables featuring country and regional power and natural gas pricing as well as supply/demand balances.
  • Coverage includes:
    • Underlying macro-economic indicators
    • Power demand
    • New supply cost characteristics
    • Generating capacity retirements and additions
    • Average capacity factor of generation supply across fuels/technologies
    • Fossil fuel prices at relevant delivery points
    • Emission allowance prices
    • Wholesale power prices
    • Spark and dark spreads
    • Implied heat rates
    • Capacity values
  • Annual and monthly gas demand outlooks by sector, power market region, and US census district; LNG and pipeline import and export outlooks; and gas price outlooks for Henry Hub, AECO-NIT, and 33 major North American gas market hubs (monthly and annual prices)
  • Summary report providing details on scenario assumptions, key results, and insights
  • Narrative reports summarizing each scenario, issued once every three to four years when the scenarios are reevaluated
PGCR 2018 webinar series

Sample topics:

  • US natural gas seasonal weather sensitivities: Gambling on winter weather or supply growth
  • The North American natural gas industry in 2018 and prognostications for 2019
  • North American natural gas pipeline infrastructure expectations
  • North American natural gas supply: Delving deeper into the next five years
  • North American natural gas long-term outlook: Extending the horizon to 2050
  • Wholesale power price suppression in North America
  • The impact of coal plant retirements in the Electric Reliability Council of Texas on scarcity pricing
  • The evolving relationship between batteries and renewables in US power markets
  • The impact of coal plant retirements in the Electric Reliability Council of Texas on scarcity pricing
  • North American power and renewables: Outlook highlights
  • Unpacking the cost of renewables
Country Coverage
  • United States (US Lower 48)
  • Canada

Explore

Filter Sort