Q1'21 Power Forecast: February's Wild Weather Sends a Fresh Blizzard of Investment Signals

While the ferocity of February's winter storm through the U.S. Midcontinent put renewed focus on wintertime reliability and fuel security, longer term impacts are likely to stay. Supply disruptions in natural gas have boosted regional forward curves, pushing up forecast power prices and improving the economic bottom line of new renewable electricity and battery storage. While ISO markets in the Northeast U.S. were largely unaffected by the winter storm, early 2021 capacity markets are primed for significant changes ahead.

Join us to review the key findings from our Q1'21 Power Forecast release as we discuss:

• Winter Storm Uri – breaking down the implications for natural gas, coal, and renewable generation
• Updated forecasts of utility-scale storage
• NYISO – capacity markets in transition
• PJM – review of parameter changes ahead of the next auction
• Corporate renewable development – tech sector leads rapidly expanding market