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
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
- 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
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
