US Power Forecast Q1'26: Amid surging demand, complexity of the power supply puzzle grows

As electricity demand continues to grow, developers are moving quickly to deploy gas generation to bring capacity online. At the same time, stakeholders recognize that meeting future demand will require contributions from a broader mix of generation technologies. Increasingly, “all of the above” now refers less to an ideal balance of environmental and reliability attributes and more to what can be deployed fastest—while still supporting market efficiency and reliability. This webinar draws on the Q1 2026 S&P Global Market Indicative Power Forecast to examine how resource availability, economics, and policy are shaping today’s power generation decisions.

Agenda

• Growing Electricity Demand and Rapid Gas Deployment
  How rising demand is accelerating gas generation development.
  
  
• The Evolving Meaning of “All of the Above”
  Why the phrase now emphasizes speed‑to‑power alongside efficiency and reliability.
  
  
• The Mix of Available Generation Resources
  An overview of the diverse technologies competing to meet near‑term and longer‑term needs.
  
  
• Tight Economic Competition Across Resources
  How costs and market dynamics are influencing which technologies move forward.

• Policies and Economics That May Tip the Balance
  The policy and economic factors highlighted in the Q1 2026 S&P Global Market Indicative Power Forecast that could shape future outcomes.

Speakers

Steve Piper

Director, North American Power and Renewables

S&P Global Commodity Insights

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Sara May Bellizzi

Associate Director, Product Management, Energy

S&P Global Commodity Insight

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Adam Wilson

Principal Analyst, North American Power and Renewables

S&P Global Commodity Insights

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Katherine Nelson, PhD

Principal Analyst, North American Power and Renewables

S&P Global Commodity Insights

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