Navigating the Complexities of the North American Power Landscape with Frontiers - Strategic reports by S&P Global

Coming out of the COVID-19 pandemic, AI and data center growth radically transformed the landscape of nodal power markets in the US, drew new lines of value for wind and solar, and ignited a new boom for gas and batteries. How can investors effectively navigate the now fragmented and complicated terrain influencing the North American power market and capitalize on emerging opportunities?

Join us for an insightful webinar where we will introduce a new series of reports that leverage S&P Global's advanced
Power Evaluator analytical architecture to generate maps that aid investment screening, opportunity identification, and strategy formation for key power-generating and storage technologies. In this session, participants will:

Agenda:
1. Overview of the Frontiers series and how it can be used to navigate the nodal landscape in the age of AI.
2. Methodology – Integration of weather data, pricing dynamics, and operational patterns into comprehensive maps.
3. Wind Frontiers: The new frontline of wind value
4. Solar Frontiers: Three critical regions emerge
5. Gas & Storage Frontiers: Turf war on the Permian

Example of a heat map that we will be exploring:
Average Diurnal Locational Marginal Prices by Node from June 1, 2024 - May 31, 2025

Speakers

Tony Lenoir (Moderator)

Senior Research Analyst, Renewable Energy
S&P Global Commodity Insights

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Chad Singleton

Head of Analytics, Power & Renewables
S&P Global Commodity Insights

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